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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
3401
Robinson Smith Wealth Advisors
Maine
$4.15M +$3.98M +21,549 New
SWM
3402
StoneCrest Wealth Management
Arizona
$4.15M +$3.98M +21,547 New
MWM
3403
Melfa Wealth Management
Massachusetts
$4.15M -$48.4K -262 -1%
SBF
3404
Sara-Bay Financial
Florida
$4.14M -$44.3K -240 -1%
ICM
3405
Islay Capital Management
Texas
$4.14M +$31.6K +171 +0.8%
DAC
3406
Dividend Assets Capital
South Carolina
$4.14M -$400K -2,165 -9%
SFC
3407
Swisher Financial Concepts
Ohio
$4.13M +$4.18M +22,634 New
WCM
3408
Weik Capital Management
Pennsylvania
$4.13M -$427K -2,314 -10%
SWM
3409
Selective Wealth Management
Virginia
$4.12M -$355K -1,923 -8%
TCOK
3410
Trust Company of Kansas
Kansas
$4.12M +$220K +1,193 +6%
FAM
3411
Family Asset Management
South Carolina
$4.12M +$64.3K +348 +2%
WCM
3412
Winthrop Capital Management
Indiana
$4.11M +$3.94M +21,348 New
ACM
3413
Arcataur Capital Management
Wisconsin
$4.1M -$42.5K -230 -1%
KHLMTHM
3414
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.1M – – –
JFG
3415
JDM Financial Group
Texas
$4.1M -$148K -801 -4%
I
3416
IMPACTfolio
Colorado
$4.09M -$6.28K -34 -0.2%
MLA
3417
MB, Levis & Associates
Pennsylvania
$4.07M -$99.2K -537 -2%
DMBA
3418
Deseret Mutual Benefit Administrators
Utah
$4.07M -$1.51M -8,159 -28%
DAM
3419
Deltec Asset Management
New York
$4.07M -$789K -4,273 -17%
HIM
3420
Hillsdale Investment Management
Ontario, Canada
$4.06M -$66.5K -360 -2%
MCIA
3421
Mountain Capital Investment Advisors
Colorado
$4.06M -$195K -1,058 -5%
CP
3422
Covenant Partners
Tennessee
$4.06M +$966K +5,234 +33%
FWP
3423
Firethorn Wealth Partners
Georgia
$4.06M -$30.3K -164 -0.8%
WCM
3424
Washburn Capital Management
Florida
$4.06M +$8.86K +48 +0.2%
PFM
3425
Phillips Financial Management
Indiana
$4.05M +$162K +875 +4%
135 136
137
138 139