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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2976
Sterling Investment Management
Arizona
$5.18M +$744K +4,710 +19%
LWP
2977
Legacy Wealth Planning
Nevada
$5.16M -$723K -4,575 -14%
HG
2978
Herbst Group
Connecticut
$5.16M +$4.59M +29,071 New
ST
2979
Sentinel Trust
Texas
$5.13M +$1.41M +8,932 +45%
IA
2980
IAM Advisory
Pennsylvania
$5.13M -$50.6K -320 -1%
SPWM
2981
Schrum Private Wealth Management
Florida
$5.12M +$4.56M +28,843 New
SHWM
2982
Silicon Hills Wealth Management
Texas
$5.12M -$85.3K -540 -2%
RIM
2983
Rockbridge Investment Management
New York
$5.12M -$3.63K -23 -0.1%
V
2984
ValueWorks
New York
$5.12M +$19K +120 +0.4%
HFBOT
2985
Home Federal Bank of Tennessee
Tennessee
$5.1M -$3.95K -25 -0.1%
FWI
2986
Facet Wealth Inc
Maryland
$5.09M -$575K -3,636 -11%
IAG
2987
Investment Advisory Group
Massachusetts
$5.09M +$4.67M +29,550 New
HC
2988
Hamilton Capital
Ohio
$5.08M +$1.15M +7,299 +34%
FSCM
2989
Front Street Capital Management
Montana
$5.08M -$296K -1,874 -5%
TIM
2990
Thornburg Investment Management
New Mexico
$5.07M +$1.29M +8,174 +40%
MPAM
2991
Murphy Pohlad Asset Management
Minnesota
$5.07M -$5.54M -35,054 -55%
BWM
2992
BT Wealth Management
Georgia
$5.07M +$181K +1,145 +4%
GPA
2993
Guerra Pan Advisors
New Jersey
$5.06M +$4.5M +28,496 New
SA
2994
SFI Advisors
New Jersey
$5.06M +$4.4M +27,850 New
FMP
2995
Financial Management Professionals
Texas
$5.05M -$452K -2,860 -9%
SWP
2996
ShoreHaven Wealth Partners
New Jersey
$5.04M -$37.3K -236 -0.8%
DCM
2997
Dimension Capital Management
Florida
$5.04M +$9.48K +60 +0.2%
FP
2998
Factorial Partners
New York
$5.04M -$190K -1,200 -4%
GSIS
2999
Global Strategic Investment Solutions
Arizona
$5.03M +$210K +1,330 +5%
AC
3000
Addison Capital
Pennsylvania
$5.02M -$8.85K -56 -0.2%
118 119
120
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