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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3201
Black Diamond Financial
Maryland
$6.06M +$267K +1,434 +5%
PFA
3202
Plotkin Financial Advisors
Maryland
$6.06M -$305K -1,633 -5%
RDIA
3203
RE Dickinson Investment Advisors
Iowa
$6.05M -$190K -1,021 -3%
AA
3204
Addison Advisors
Vermont
$6.05M +$71.2K +382 +1%
ACP
3205
Aveo Capital Partners
Colorado
$6.05M -$1.33M -7,141 -20%
TA
3206
TFB Advisors
Kansas
$6.03M +$780K +4,181 +17%
PMA
3207
Prudent Man Advisors
Illinois
$6.03M +$177K +951 +3%
PFP
3208
Paragon Financial Partners
California
$6.03M +$2.24K +12 +0%
BC
3209
Bowman & Company
Wisconsin
$6.02M +$260K +1,394 +5%
SAI
3210
Savvy Advisors Inc
New York
$6.02M +$2.67M +14,304 +100%
SCM
3211
Sage Capital Management
New Jersey
$6.02M +$2.8K +15 +0.1%
CCP
3212
Clarity Capital Partners
California
$6.01M -$23.9K -128 -0.4%
CPCM
3213
Cardinal Point Capital Management
Ontario, Canada
$5.99M +$178K +955 +3%
TWM
3214
Triton Wealth Management
Arizona
$5.99M +$72.2K +387 +1%
RHP
3215
Royal Harbor Partners
Texas
$5.99M +$179K +961 +3%
BHWA
3216
Beacon Harbor Wealth Advisors
Virginia
$5.99M +$4.75M +25,485 +865%
BIA
3217
Bigelow Investment Advisors
Maine
$5.99M -$35.1K -188 -0.7%
BIA
3218
Bell Investment Advisors
California
$5.99M -$86.9K -466 -2%
CG
3219
Corundum Group
Colorado
$5.97M -$798K -4,281 -13%
FNBOH
3220
First National Bank of Hutchinson
Kansas
$5.97M -$177K -949 -3%
EA
3221
Emerald Advisers
Pennsylvania
$5.97M +$410K +2,198 +8%
RLWM
3222
RF&L Wealth Management
Massachusetts
$5.96M -$1.31M -7,000 -20%
CA
3223
Cortland Associates
Missouri
$5.96M +$94.9K +509 +2%
SAM
3224
Seelaus Asset Management
New Jersey
$5.95M -$570K -3,058 -10%
AA
3225
Argent Advisors
Louisiana
$5.94M – – –
127 128
129
130 131