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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
3826
Private Harbour Investment Management & Counsel
Ohio
$4.22M -$301K -1,333 -7%
LSWM
3827
Lorne Steinberg Wealth Management
Canada
$4.22M +$131K +582 +4%
NJIM
3828
Nabity-Jensen Investment Management
Nebraska
$4.21M -$12.4K -55 -0.3%
GC
3829
Gibson Capital
Pennsylvania
$4.21M +$1.21M +5,372 +48%
MA
3830
MBA Advisors
Pennsylvania
$4.2M -$119K -525 -3%
BWM
3831
BAM Wealth Management
Colorado
$4.2M +$3.73M +16,495 New
PSIWM
3832
Paradigm Strategies in Wealth Management
Minnesota
$4.2M -$277K -1,228 -7%
RWA
3833
Rooted Wealth Advisors
Illinois
$4.19M +$245K +1,083 +7%
SGFG
3834
Silver Grove Financial Group
New York
$4.18M +$3.71M +16,404 New
LFS
3835
Leibman Financial Services
Nebraska
$4.18M +$755K +3,340 +26%
BWG
3836
Boomfish Wealth Group
Georgia
$4.17M +$189K +835 +5%
TCM
3837
Tradewinds Capital Management
Washington
$4.17M -$15.6K -69 -0.4%
SA
3838
Sicart Associates
New York
$4.17M – – –
FHB
3839
First Hawaiian Bank
Hawaii
$4.17M +$3.16K +14 +0.1%
DFCM
3840
Dark Forest Capital Management
Puerto Rico
$4.17M -$10.5M -46,404 -74%
MAG
3841
M3 Advisory Group
Massachusetts
$4.16M -$67.3K -298 -2%
SMCM
3842
Sky-Mountain Capital Management
Idaho
$4.16M -$249K -1,103 -6%
CFG
3843
CKW Financial Group
Hawaii
$4.16M -$14.9K -66 -0.4%
RW
3844
Regimen Wealth
Georgia
$4.15M +$4.07K +18 +0.1%
HIS
3845
Harvest Investment Services
Illinois
$4.14M +$4.74K +21 +0.1%
RAM
3846
Redmond Asset Management
Virginia
$4.14M -$207K -915 -5%
SWA
3847
Serenus Wealth Advisors
California
$4.14M -$13.6K -60 -0.4%
MWA
3848
Motive Wealth Advisors
Michigan
$4.13M +$12.7K +56 +0.3%
MPPLM
3849
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.13M +$13.3K +59 +0.4%
GPA
3850
Guerra Pan Advisors
New Jersey
$4.13M -$7.46K -33 -0.2%
152 153
154
155 156