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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
3001
Crown Wealth Group
North Carolina
$8.35M +$278K +1,069 +3%
SMA
3002
Sage Mountain Advisors
Georgia
$8.34M -$30.5M -117,132 -78%
EL
3003
Essex LLC
Illinois
$8.34M -$84.6K -325 -1%
NWA
3004
New World Advisors
Massachusetts
$8.33M -$694K -2,666 -8%
BEW
3005
Burton Enright Welch
California
$8.33M -$583K -2,240 -6%
CIP
3006
Convergence Investment Partners
Florida
$8.33M +$204K +783 +2%
ML
3007
Mayport LLC
Massachusetts
$8.33M -$329K -1,264 -4%
JF
3008
Jericho Financial
Ohio
$8.32M +$59.6K +229 +0.7%
IMT
3009
Investment Management Trust
Massachusetts
$8.32M +$8.53M +32,781 New
FAFN
3010
First Affirmative Financial Network
Colorado
$8.32M +$8.53M +32,778 New
BSAM
3011
Blue Square Asset Management
New York
$8.28M +$6.77K +26 +0.1%
ALAM
3012
Asahi Life Asset Management
Japan
$8.28M -$826K -3,172 -9%
AWG
3013
Altus Wealth Group
Colorado
$8.28M +$342K +1,314 +4%
AFS
3014
Aft Forsyth & Sober
Florida
$8.27M – – –
NED
3015
Nancy E. Dempze
$8.27M +$77.8K +299 +0.9%
EIM
3016
Essex Investment Management
Massachusetts
$8.27M -$595K -2,288 -7%
NRI
3017
NFP Retirement Inc
California
$8.25M -$227K -874 -3%
IF
3018
Integrity Financial
Wyoming
$8.25M +$415K +1,593 +5%
CC
3019
Constitution Capital
Connecticut
$8.25M +$115K +440 +1%
AMG
3020
Advisors Management Group
Wisconsin
$8.24M -$1.9M -7,304 -18%
XWL
3021
XXI Wealth LLC
Illinois
$8.23M +$769K +2,954 +10%
APC
3022
Aspire Private Capital
North Carolina
$8.23M -$154K -590 -2%
SAMT
3023
Select Asset Management & Trust
Pennsylvania
$8.23M -$521K -2,000 -6%
OIM
3024
Opus Investment Management
Massachusetts
$8.22M – – –
PSCM
3025
Per Stirling Capital Management
Texas
$8.22M +$563K +2,162 +7%
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