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Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
3001
Kelly Financial Group
Connecticut
$9.43M +$458K +1,602 +5%
NB
3002
NBH Bank
Colorado
$9.42M +$9.32M +32,569 New
BSAM
3003
Blue Square Asset Management
New York
$9.41M -$33.2K -116 -0.4%
GTAM
3004
Global Trust Asset Management
Florida
$9.41M -$2.12M -7,425 -19%
EIM
3005
Essex Investment Management
Massachusetts
$9.38M -$43.8K -153 -0.5%
PWMG
3006
Private Wealth Management Group
New Jersey
$9.38M +$304K +1,062 +3%
LCM
3007
Lattice Capital Management
Washington
$9.38M -$2M -7,000 -18%
OIM
3008
Opus Investment Management
Massachusetts
$9.38M – – –
RSA
3009
River Street Advisors
Illinois
$9.36M +$49.5K +173 +0.5%
TIM
3010
Total Investment Management
Arizona
$9.36M +$188K +658 +2%
ONSWM
3011
Old North State Wealth Management
North Carolina
$9.35M +$117K +410 +1%
ACM
3012
Ayrshire Capital Management
Connecticut
$9.35M +$18.9K +66 +0.2%
BFWA
3013
Benchmark Financial Wealth Advisors
Florida
$9.34M +$349K +1,220 +4%
SFWC
3014
Strategic Family Wealth Counselors
New Jersey
$9.34M +$21.5K +75 +0.2%
FSG
3015
Financial Strategies Group
Michigan
$9.34M -$594K -2,077 -7%
ACA
3016
Arsenal Capital Advisors
Pennsylvania
$9.33M +$257K +899 +3%
BC
3017
Brio Consultants
California
$9.33M +$90.7K +317 +1%
GFWA
3018
Grey Fox Wealth Advisors
Delaware
$9.31M +$924K +3,231 +11%
GWCM
3019
Godshalk Welsh Capital Management
Pennsylvania
$9.31M -$35.8K -125 -0.4%
CC
3020
Corsicana & Co
Texas
$9.31M +$198K +692 +2%
JTWM
3021
Jackson Thornton Wealth Management
Alabama
$9.3M +$1.59M +5,550 +21%
EA
3022
Enclave Advisors
Texas
$9.3M +$176K +615 +2%
CCG
3023
Coastwise Capital Group
California
$9.3M +$256K +894 +3%
TY
3024
Titiun Yejiel
$9.29M – – –
MW
3025
Maia Wealth
Colorado
$9.29M +$458K +1,602 +5%
119 120
121
122 123