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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
3501
Private Management Group
California
$4.82M +$438K +1,962 +10%
SA
3502
Sicart Associates
New York
$4.81M – – –
PWS
3503
Proactive Wealth Strategies
Georgia
$4.81M +$4.61M +20,662 New
FWM
3504
FSA Wealth Management
Massachusetts
$4.81M +$4.61M +20,655 New
PHWM
3505
Pine Harbor Wealth Management
Maryland
$4.81M -$922K -4,129 -17%
ADIM
3506
Alpha DNA Investment Management
Maryland
$4.81M +$35.7K +160 +0.8%
DTL
3507
Dynamic Technology Lab
Singapore
$4.81M -$2.86M -12,805 -38%
PHIMC
3508
Private Harbour Investment Management & Counsel
Ohio
$4.81M -$19.7K -88 -0.4%
SA
3509
Skyline Advisors
Washington
$4.8M -$557K -2,493 -11%
EWS
3510
Evergreen Wealth Solutions
Pennsylvania
$4.8M -$770K -3,448 -14%
TCM
3511
TD Capital Management
Tennessee
$4.8M +$9.38K +42 +0.2%
TC
3512
TAP Consulting
Missouri
$4.8M -$561K -2,513 -11%
AWM
3513
AAF Wealth Management
Massachusetts
$4.79M +$8.49K +38 +0.2%
EWM
3514
Elevatus Welath Management
New York
$4.79M +$14.1K +63 +0.3%
MLA
3515
MB, Levis & Associates
Pennsylvania
$4.79M -$54K -242 -1%
SA
3516
SAM Advisors
California
$4.78M -$138K -618 -3%
CWA
3517
CJM Wealth Advisers
Virginia
$4.78M +$444K +1,989 +11%
RI
3518
Rinkey Investments
California
$4.78M +$25.7K +115 +0.6%
RIS
3519
Retirement Income Solutions
Michigan
$4.78M -$142K -638 -3%
PG
3520
Prostatis Group
Maryland
$4.77M +$669K +2,996 +17%
BMM
3521
Berkshire Money Management
Massachusetts
$4.77M -$56.3K -252 -1%
DAC
3522
Dividend Assets Capital
South Carolina
$4.77M -$118K -530 -3%
PAM
3523
Paradigm Asset Management
New York
$4.76M – – –
PBK
3524
Peoples Bank (Kansas)
Kansas
$4.76M -$2.23K -10 -0%
SBF
3525
Sara-Bay Financial
Florida
$4.76M -$294K -1,318 -6%
139 140
141
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