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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3051
Dantai Capital
Hong Kong
$5.72M +$2.61M +14,130 +91%
MAC
3052
Mason & Associates (California)
California
$5.72M -$340K -1,840 -6%
BOM
3053
Bank of Marin
California
$5.72M -$21K -114 -0.4%
GWAG
3054
Garrett Wealth Advisory Group
Texas
$5.71M +$2.03K +11 +0%
OCPWS
3055
One Charles Private Wealth Services
Massachusetts
$5.71M +$157K +849 +3%
BWM
3056
BigSur Wealth Management
Florida
$5.71M -$9.23K -50 -0.2%
RCS
3057
Retirement Capital Strategies
California
$5.7M +$8.31K +45 +0.2%
TFA
3058
Trinity Financial Advisors
Ohio
$5.7M -$336K -1,820 -6%
JCFM
3059
JBR Co Financial Management
Oklahoma
$5.7M +$5.46M +29,592 New
LWMI
3060
Landmark Wealth Management (Illinois)
Illinois
$5.7M +$5.46M +29,583 New
AWP
3061
Accretive Wealth Partners
New Jersey
$5.69M +$36.9K +200 +0.7%
CV
3062
Counterweight Ventures
North Carolina
$5.69M +$5.46M +29,569 New
BCM
3063
Barden Capital Management
Texas
$5.69M +$3.44M +18,615 +133%
PFA
3064
Plotkin Financial Advisors
Maryland
$5.69M -$135K -731 -2%
BIA
3065
Bell Investment Advisors
California
$5.68M +$13.8K +75 +0.3%
CGFA
3066
Colton Groome Financial Advisors
North Carolina
$5.66M +$893K +4,836 +20%
AWMG
3067
Alliance Wealth Management Group
New Jersey
$5.65M +$5.42M +29,339 New
PBF
3068
Petix & Botte Financial
California
$5.65M +$1.48K +8 +0%
SFC
3069
SYM Financial Corp
Indiana
$5.65M +$594K +3,217 +12%
LRWA
3070
Long Run Wealth Advisors
New York
$5.64M +$520K +2,816 +11%
ECM
3071
Exchange Capital Management
Michigan
$5.64M -$125K -679 -2%
HFBOT
3072
Home Federal Bank of Tennessee
Tennessee
$5.63M -$185K -1,000 -3%
NAG
3073
Northstar Advisory Group
New Jersey
$5.62M -$2.46M -13,334 -31%
PHK
3074
Point72 Hong Kong
Hong Kong
$5.6M +$5.37M +29,093 New
PTC
3075
Provident Trust Company
Wisconsin
$5.6M – – –
121 122
123
124 125