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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2801
Samalin Investment Counsel
New York
$10.4M +$415K +1,545 +4%
SH
2802
SLT Holdings
Arizona
$10.4M -$50.7K -189 -0.5%
AIM
2803
Aurora Investment Managers
Florida
$10.4M -$49.7K -185 -0.5%
LFP
2804
Lakeshore Financial Planning
Michigan
$10.4M -$114K -426 -1%
FNBOH
2805
First National Bank of Hutchinson
Kansas
$10.4M -$87.8K -327 -0.8%
TI
2806
tru Independence
Oregon
$10.4M -$31.1K -116 -0.3%
MFA
2807
Morling Financial Advisors
California
$10.4M -$689K -2,566 -6%
M
2808
MATAURO
New York
$10.4M +$239K +891 +2%
GFG
2809
Greenberg Financial Group
Arizona
$10.4M +$10.2M +38,135 New
RE
2810
Rydar Equities
Texas
$10.4M -$158K -589 -2%
WCM
2811
Weaver Capital Management
Georgia
$10.3M +$790K +2,944 +8%
QA
2812
Quattro Advisors
Pennsylvania
$10.3M +$10.2M +38,033 New
NC
2813
NewSquare Capital
Pennsylvania
$10.3M -$4.29M -15,973 -30%
RB
2814
Rodgers Brothers
Pennsylvania
$10.3M -$415K -1,545 -4%
CL
2815
COWA LLC
Oklahoma
$10.3M +$297K +1,105 +3%
DIP
2816
DT Investment Partners
Pennsylvania
$10.3M +$247K +920 +2%
BIA
2817
Beacon Investment Advisors
Maryland
$10.3M -$9.66K -36 -0.1%
LI
2818
LifeWealth Investments
Florida
$10.3M +$173K +646 +2%
PWA
2819
Provenance Wealth Advisors
Florida
$10.3M -$1.11M -4,127 -10%
CP
2820
Creekside Partners
California
$10.3M +$26K +97 +0.3%
KFS
2821
Keynote Financial Services
Connecticut
$10.3M -$363K -1,354 -3%
MIM
2822
Merrion Investment Management
New Jersey
$10.3M – – –
MA
2823
Modus Advisors
Minnesota
$10.3M -$2.2M -8,201 -18%
CIG
2824
Cairn Investment Group
Washington
$10.3M +$11K +41 +0.1%
PNFS
2825
PW Nova Financial Services
Pennsylvania
$10.3M +$10.2M +37,890 New
111 112
113
114 115