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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3251
Collective Family Office
Pennsylvania
$3.57M -$180K -1,068 -5%
AWM
3252
Activest Wealth Management
Florida
$3.57M +$633K +3,765 +23%
CIAS
3253
CBIZ Investment Advisory Services
Ohio
$3.56M +$341K +2,026 +11%
SIC
3254
Shoker Investment Counsel
Ohio
$3.54M -$450K -2,676 -12%
T
3255
TNF
Montana
$3.54M -$34.6K -206 -0.9%
PWM
3256
Penobscot Wealth Management
Maine
$3.54M -$146K -869 -4%
SSW
3257
Stone Summit Wealth
Florida
$3.52M +$427K +2,542 +14%
DA
3258
DSC Advisors
Illinois
$3.52M +$1.65M +9,836 +95%
LB
3259
Legacy Bridge
Iowa
$3.52M -$185K -1,100 -5%
RRWA
3260
Rainey & Randall Wealth Advisors
Florida
$3.52M -$79.4K -472 -2%
TA
3261
Tectonic Advisors
Texas
$3.52M +$61.9K +368 +2%
PFT
3262
Providence First Trust
Arizona
$3.52M -$5.55K -33 -0.2%
GPTE
3263
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.51M +$243K +1,445 +8%
PS
3264
Planned Solutions
California
$3.51M +$340K +2,024 +11%
VFM
3265
Viking Fund Management
North Dakota
$3.49M – – –
BRCM
3266
Bright Rock Capital Management
Massachusetts
$3.49M +$3.36M +20,000 New
PCM
3267
Palouse Capital Management
Washington
$3.48M -$93.5K -556 -3%
CNFG
3268
Creegan & Nassoura Financial Group
New Hampshire
$3.48M +$6.73K +40 +0.2%
FIA
3269
FNY Investment Advisers
New York
$3.48M +$3.35M +19,944 New
KCM
3270
Kendall Capital Management
Maryland
$3.48M -$35.1K -209 -1%
IWN
3271
Independent Wealth Network
Iowa
$3.47M -$33.3K -198 -1%
HA
3272
HC Advisors
Georgia
$3.47M -$35.8K -213 -1%
SICM
3273
Sustainable Insight Capital Management
New York
$3.46M -$447K -2,657 -12%
MCWA
3274
Meadow Creek Wealth Advisors
Georgia
$3.46M -$840K -4,996 -20%
WP
3275
Wealthspan Partners
Iowa
$3.45M +$9.75K +58 +0.3%
129 130
131
132 133