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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2801
Shoker Investment Counsel
Ohio
$7.16M +$208K +1,128 +3%
PWMG
2802
Provence Wealth Management Group
California
$7.14M +$888K +4,811 +15%
RIM
2803
Rakuten Investment Management
Japan
$7.14M +$6.81M +36,881 New
LCP
2804
LGT Capital Partners
Switzerland
$7.14M – – –
BWG
2805
Berry Wealth Group
Texas
$7.13M +$6.84M +37,052 New
NRI
2806
NFP Retirement Inc
California
$7.12M +$126K +682 +2%
EWA
2807
Encompass Wealth Advisors
Oregon
$7.12M -$411K -2,225 -6%
BFWA
2808
Benchmark Financial Wealth Advisors
Florida
$7.12M +$12.2K +66 +0.2%
PWCM
2809
Processus Wealth & Capital Management
Tennessee
$7.11M +$6.82M +36,945 New
BFM
2810
Boothbay Fund Management
New York
$7.1M +$1.95M +10,539 +40%
SGWM
2811
Sterling Group Wealth Management
California
$7.1M +$1.09M +5,886 +19%
AWM
2812
Abound Wealth Management
Tennessee
$7.1M +$1.57M +8,495 +30%
WWP
2813
Walden Wealth Partners
Ohio
$7.07M +$6.78M +36,698 New
FA
2814
Faithward Advisors
Pennsylvania
$7.06M -$391K -2,116 -5%
MFG
2815
Midwest Financial Group
Kansas
$7.05M +$66.3K +359 +1%
OCM
2816
Osterweis Capital Management
California
$7.03M -$30.3K -164 -0.4%
RB
2817
Rodgers Brothers
Pennsylvania
$7.03M +$806K +4,366 +14%
CFG
2818
Cambridge Financial Group
Ohio
$7.03M -$307K -1,662 -4%
TWM
2819
Trueblood Wealth Management
Ohio
$7.02M +$6.74M +36,487 New
FPFS
2820
First Personal Financial Services
North Carolina
$7.02M -$180K -975 -3%
ACM
2821
Alcosta Capital Management
California
$7.01M -$40.8K -221 -0.6%
JFA
2822
JNBA Financial Advisors
Minnesota
$7M -$141K -762 -2%
EL
2823
Essex LLC
Illinois
$7M +$730K +3,951 +12%
DA
2824
Dover Advisors
Virginia
$7M -$2.14M -11,590 -24%
LFGO
2825
Legacy Financial Group (Oklahoma)
Oklahoma
$6.99M -$175K -950 -3%
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114 115