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Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1951
Ifrah Financial Services
Arkansas
$20.5M -$153K -570 -0.7%
BAM
1952
Bosun Asset Management
Illinois
$20.5M -$136K -505 -0.7%
GC
1953
GFG Capital
Florida
$20.5M -$124K -461 -0.6%
HNW
1954
High Note Wealth
Minnesota
$20.5M +$214K +796 +1%
BWS
1955
Buck Wealth Strategies
Colorado
$20.4M -$574K -2,139 -3%
JEST
1956
JTC Employer Solutions Trustee
Jersey
$20.4M -$560K -2,087 -3%
LI
1957
LRI Investments
Florida
$20.4M -$662K -2,467 -3%
MCG
1958
McCollum Christoferson Group
New York
$20.4M -$132K -493 -0.7%
BZWA
1959
Blue Zone Wealth Advisors
California
$20.4M -$18.3K -68 -0.1%
AW
1960
Alteri Wealth
California
$20.4M +$674K +2,510 +3%
BB
1961
Berkshire Bank
Massachusetts
$20.4M -$715K -2,662 -3%
CA
1962
CapWealth Advisors
Tennessee
$20.3M -$131K -488 -0.6%
LSWP
1963
Liberty Square Wealth Partners
Pennsylvania
$20.3M +$73.3K +273 +0.4%
SP
1964
Stablepoint Partners
Massachusetts
$20.3M -$201K -749 -1%
CWM
1965
Centurion Wealth Management
Virginia
$20.3M -$173K -645 -0.9%
SF
1966
Symphony Financial
Texas
$20.3M -$5.36M -19,966 -21%
GAM
1967
Grandview Asset Management
Pennsylvania
$20.2M +$58.3K +217 +0.3%
MF
1968
Montis Financial
Massachusetts
$20.2M -$941K -3,505 -4%
DW30
1969
Drucker Wealth 3.0
New Jersey
$20.2M -$28.2K -105 -0.1%
FCMC
1970
Founders Capital Management (Connecticut)
Connecticut
$20.2M -$84.8K -316 -0.4%
JCM
1971
Janney Capital Management
Pennsylvania
$20.2M -$494K -1,840 -2%
SIA
1972
Strategic Investment Advisors
Michigan
$20.2M -$310K -1,155 -2%
AWM
1973
Arista Wealth Management
Nevada
$20.1M -$382K -1,423 -2%
PI
1974
Parkside Investments
Illinois
$20.1M -$37.3K -139 -0.2%
FCIM
1975
Fairview Capital Investment Management
California
$20.1M -$218K -813 -1%
77 78
79
80 81