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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2801
Meritas Wealth Management
California
$9.74M -$563K -2,163 -5%
PWM
2802
Parkshore Wealth Management
California
$9.74M -$16.7K -64 -0.2%
AA
2803
Auctus Advisors
North Carolina
$9.73M -$1.22M -4,673 -11%
PWSG
2804
Pacific Wealth Strategies Group
California
$9.72M -$2.39M -9,184 -19%
RFA
2805
ROI Financial Advisors
Oregon
$9.71M -$92.9K -357 -0.9%
SCM
2806
Sunbeam Capital Management
Georgia
$9.71M +$504K +1,938 +5%
DIP
2807
DT Investment Partners
Pennsylvania
$9.69M +$48.7K +187 +0.5%
CCM
2808
Chaney Capital Management
Washington
$9.69M +$1.15M +4,420 +13%
EFH
2809
Eaton Financial Holdings
Florida
$9.68M -$1.87M -7,167 -16%
LFP
2810
Lakeshore Financial Planning
Michigan
$9.68M -$21.3K -82 -0.2%
WCG
2811
Weaver Consulting Group
California
$9.68M -$165K -633 -2%
BWM
2812
Bernicke Wealth Management
Wisconsin
$9.66M -$155K -595 -2%
FLI
2813
Family Legacy Inc
South Carolina
$9.65M -$275K -1,057 -3%
MIC
2814
Mubadala Investment Company
United Arab Emirates
$9.65M +$9.9M +38,034 New
IAM
2815
Infusive Asset Management
New York
$9.65M +$9.89M +38,011 New
AF
2816
Ally Financial
Michigan
$9.64M +$8.33M +32,000 +533%
BDL
2817
Banque de Luxembourg
Luxembourg
$9.64M -$270K -1,038 -3%
LWA
2818
Lantern Wealth Advisors
New York
$9.63M +$132K +509 +1%
FDS
2819
Freedom Day Solutions
Texas
$9.62M -$333K -1,280 -3%
NERM
2820
New England Research & Management
Illinois
$9.61M +$134K +513 +1%
GAG
2821
Goodman Advisory Group
Massachusetts
$9.6M +$733K +2,815 +8%
MIM
2822
Merrion Investment Management
New Jersey
$9.59M – – –
BCM
2823
Boltwood Capital Management
California
$9.59M +$366K +1,408 +4%
BV
2824
Boxwood Ventures
Illinois
$9.58M – – –
LS
2825
Leelyn Smith
Illinois
$9.58M +$313K +1,202 +3%
111 112
113
114 115