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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
3501
Strategic Financial Concepts
Texas
$3.78M -$6.54M -35,415 -64%
OPPS
3502
Obsidian Personal Planning Solutions
Maryland
$3.78M +$343K +1,856 +10%
BWM
3503
BCGM Wealth Management
Indiana
$3.77M +$58.9K +319 +2%
SGA
3504
Sustainable Growth Advisers
Connecticut
$3.77M – – –
RF
3505
Robbins Farley
New Hampshire
$3.76M -$3.32K -18 -0.1%
SLT
3506
St Louis Trust
Missouri
$3.76M -$790K -4,281 -18%
JGIA
3507
Jackson Grant Investment Advisers
Connecticut
$3.76M +$3.14K +17 +0.1%
IWP
3508
Invenio Wealth Partners
Florida
$3.76M -$153K -829 -4%
CA
3509
Cumberland Advisors
Florida
$3.75M -$49.5K -268 -1%
LI
3510
LVZ Inc
Michigan
$3.75M +$5.17K +28 +0.1%
SPI
3511
Sutton Place Investors
New York
$3.75M +$1.29M +6,986 +56%
FC
3512
FCA Corp
Texas
$3.75M +$227K +1,228 +7%
RI
3513
Rinkey Investments
California
$3.74M +$99.2K +537 +3%
GWI
3514
Grace & White Inc
New York
$3.74M – – –
NIWA
3515
New Insight Wealth Advisors
California
$3.74M +$3.59M +19,419 New
DL
3516
DOHJ LLC
Washington
$3.74M -$158K -857 -4%
AWM
3517
AAF Wealth Management
Massachusetts
$3.73M -$63.7K -345 -2%
CIAS
3518
CBIZ Investment Advisory Services
Ohio
$3.73M +$398K +2,154 +12%
MIFH
3519
Migdal Insurance & Financial Holdings
Israel
$3.73M -$278K -1,505 -7%
LC
3520
Legacy CG
Texas
$3.73M -$298K -1,613 -8%
BBPWM
3521
Blue Bell Private Wealth Management
Pennsylvania
$3.73M +$555K +3,006 +18%
HWMG
3522
Hurlow Wealth Management Group
Indiana
$3.72M -$3.51K -19 -0.1%
SWP
3523
Summit Wealth Partners
Florida
$3.72M +$17.2K +93 +0.5%
TC
3524
Trust Company
Kansas
$3.72M -$836K -4,527 -19%
PWM
3525
Praetorian Wealth Management
California
$3.72M +$4.99K +27 +0.1%
139 140
141
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