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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3301
Court Place Advisors
Maryland
$5.21M +$30.3K +150 +0.6%
SCM
3302
Sunbeam Capital Management
Georgia
$5.21M +$966K +4,781 +23%
FA
3303
Financial Advisors
Massachusetts
$5.2M -$194K -959 -4%
SWR
3304
Spahn Wealth & Retirement
Arizona
$5.2M -$11.7K -58 -0.2%
BFG
3305
Birch Financial Group
New Hampshire
$5.18M +$242K +1,198 +5%
TCM
3306
Traub Capital Management
Massachusetts
$5.18M +$5.1M +25,247 New
DA
3307
Doliver Advisors
Texas
$5.18M -$110K -543 -2%
PP
3308
PrairieView Partners
Minnesota
$5.18M -$178K -879 -3%
LCWP
3309
Legacy Capital Wealth Partners
Arkansas
$5.17M +$145K +719 +3%
IWA
3310
Invera Wealth Advisors
Oregon
$5.17M -$109K -542 -2%
MS
3311
Marshall & Sullivan
Washington
$5.17M -$803K -3,978 -14%
MIA
3312
MeadowBrook Investment Advisors
Michigan
$5.17M -$46.4K -230 -0.9%
PPH
3313
Pure Portfolios Holdings
Oregon
$5.16M -$143K -710 -3%
CWM
3314
Cranbrook Wealth Management
Michigan
$5.16M +$20.2K +100 +0.4%
WIA
3315
Wealthedge Investment Advisors
New York
$5.16M -$819K -4,053 -14%
CFAM
3316
Center For Asset Management
Florida
$5.16M -$86.8K -430 -2%
AFA
3317
Allium Financial Advisors
Oregon
$5.15M -$160K -793 -3%
DFG
3318
Demars Financial Group
Washington
$5.13M -$3.6M -17,811 -42%
AOI
3319
Auto-Owners Insurance
Michigan
$5.13M – – –
MCM
3320
McRae Capital Management
New Jersey
$5.13M -$9.9K -49 -0.2%
BWM
3321
BCS Wealth Management
Tennessee
$5.13M +$1.56M +7,701 +45%
PFA
3322
Pinnacle Family Advisors
Missouri
$5.13M -$210K -1,038 -4%
RF
3323
Rossby Financial
Florida
$5.12M +$140K +695 +3%
WPW
3324
Warther Private Wealth
Ohio
$5.12M -$1.98M -9,797 -28%
HCWM
3325
Hidden Cove Wealth Management
Washington
$5.11M -$193K -958 -4%
131 132
133
134 135