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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3001
Sanctuary Wealth Management
Idaho
$1.06M +$104K +1,344 +13%
GI
3002
Glovista Investments
New Jersey
$1.05M -$111K -1,428 -11%
LRIA
3003
Leonard Rickey Investment Advisors
Washington
$1.05M -$42.5K -548 -5%
RF
3004
RHS Financial
California
$1.05M -$91.4K -1,180 -9%
MS
3005
Mizuho Securities
Japan
$1.05M +$96.1K +1,240 +8%
HCA
3006
Heck Capital Advisors
Wisconsin
$1.05M +$126K +1,624 +17%
NEPPG
3007
New England Professional Planning Group
Rhode Island
$1.04M -$123K -1,584 -15%
RPG
3008
Resource Planning Group
Georgia
$1.04M +$1.55K +20 +0.2%
KIC
3009
Keating Investment Counselors
Florida
$1.04M +$212K +2,740 +32%
MFS
3010
Madrona Financial Services
Washington
$1.04M +$930 +12 +0.1%
PIM
3011
Provident Investment Management
Michigan
$1.04M -$62K -800 -7%
AMG
3012
Advisors Management Group
Wisconsin
$1.03M -$34.4K -444 -4%
UWPG
3013
Ullmann Wealth Partners Group
Florida
$1.03M +$6.2K +80 +0.7%
CG
3014
Corundum Group
Colorado
$1.03M -$9.92K -128 -1%
PPWM
3015
PFG Private Wealth Management
Florida
$1.03M -$205K -2,648 -19%
PBC
3016
Pavion Blue Capital
California
$1.02M +$80K +1,032 +10%
BWA
3017
BlueSky Wealth Advisors
North Carolina
$1.02M -$144K -1,852 -14%
SWG
3018
Summit Wealth Group
Vermont
$1.02M +$45.3K +584 +6%
SCA
3019
Sippican Capital Advisors
Massachusetts
$1.02M -$160K -2,060 -16%
MFT
3020
Moisand Fitzgerald Tamayo
Florida
$1.02M -$44K -568 -5%
CCA
3021
Conservest Capital Advisors
Pennsylvania
$1.01M +$51.1K +660 +6%
AA
3022
AlphaMark Advisors
Kentucky
$1.01M -$61.4K -792 -7%
GC
3023
Giverny Capital
Quebec, Canada
$1.01M +$126K +1,624 +17%
GWI
3024
Grace & White Inc
New York
$1.01M -$4.65K -60 -0.5%
PVWM
3025
Point View Wealth Management
New Jersey
$1M -$17.4K -224 -2%
119 120
121
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