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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
3026
Forbes Financial Planning
Rhode Island
$3.62M – – –
ACM
3027
Antonetti Capital Management
Florida
$3.61M -$153K -1,070 -4%
OQS
3028
Occudo Quantitative Strategies
Florida
$3.61M +$3.97M +27,777 New
CPWMP
3029
Cardinal Point Wealth Management Partners
California
$3.61M +$1.63M +11,405 +70%
CPCM
3030
Cardinal Point Capital Management
Ontario, Canada
$3.61M +$3.97M +27,760 New
DCM
3031
Dimension Capital Management
Florida
$3.6M -$12.9K -90 -0.3%
FWS
3032
FinDec Wealth Services
California
$3.59M +$3.95M +27,654 New
PHAM
3033
Palisades Hudson Asset Management
Florida
$3.58M -$210K -1,469 -5%
CGIM
3034
Cannon Global Investment Management
Florida
$3.57M +$3.93M +27,500 New
HC
3035
Hamilton Capital
Ohio
$3.57M +$461K +3,228 +13%
SCP
3036
Syntal Capital Partners
Texas
$3.57M – – –
EWA
3037
ERTS Wealth Advisors
Michigan
$3.57M +$137K +962 +4%
TC
3038
Truvestments Capital
Florida
$3.57M -$4.14K -29 -0.1%
IF
3039
Integrity Financial
Wyoming
$3.57M -$43.9K -307 -1%
SA
3040
SFI Advisors
New Jersey
$3.56M -$286 -2 -0%
FOA
3041
Five Oceans Advisors
California
$3.56M -$389K -2,720 -9%
FFM
3042
Fullerton Fund Management
Singapore
$3.56M -$6.15M -43,038 -61%
PAM
3043
Premier Asset Management
Illinois
$3.56M -$1.75M -12,249 -31%
FP
3044
Factorial Partners
New York
$3.55M – – –
CCM
3045
Connective Capital Management
California
$3.55M +$3.91M +27,356 New
CIA
3046
Cascade Investment Advisors
Oregon
$3.55M -$20.7K -145 -0.5%
PWM
3047
Palumbo Wealth Management
New York
$3.55M +$246K +1,722 +7%
GPA
3048
Guerra Pan Advisors
New Jersey
$3.54M -$180K -1,258 -4%
KPWG
3049
KFA Private Wealth Group
Virginia
$3.54M +$20.9K +146 +0.5%
MMHP
3050
Murphy Middleton Hinkle & Parker
Georgia
$3.52M +$129K +901 +3%
120 121
122
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