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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2401
Freedom Investment Management
Connecticut
$12.4M -$2.6M -11,635 -18%
TFM
2402
TFC Financial Management
Massachusetts
$12.4M +$26.8K +120 +0.2%
PFSC
2403
Peoples Financial Services Corp
Pennsylvania
$12.4M -$407K -1,823 -3%
SWMP
2404
Signature Wealth Management Partners
New Jersey
$12.4M +$34.4K +154 +0.3%
CWP
2405
Curated Wealth Partners
California
$12.4M +$651K +2,913 +6%
PK
2406
Pflug Koory
Nebraska
$12.3M +$11.8M +52,988 New
DG
2407
DMC Group
Alabama
$12.3M -$71.2K -319 -0.6%
WAAG
2408
Wealth Alliance Advisory Group
Kansas
$12.3M +$237K +1,060 +2%
RW
2409
REDW Wealth
New Mexico
$12.3M -$187K -839 -2%
GTAM
2410
Global Trust Asset Management
Florida
$12.3M +$395K +1,767 +3%
WI
2411
WrapManager Inc
California
$12.3M +$2.82M +12,630 +31%
SIS
2412
Strategic Investment Solutions
Illinois
$12.3M -$12.1K -54 -0.1%
CIG
2413
Cairn Investment Group
Washington
$12.3M -$1.12K -5 -0%
JA
2414
JVL Associates
Michigan
$12.3M -$36.2K -162 -0.3%
GA
2415
Gateway Advisory
New Jersey
$12.3M -$600K -2,688 -5%
DAM
2416
Delta Asset Management
Tennessee
$12.3M -$310K -1,390 -3%
OPTFSNA
2417
Old Point Trust & Financial Services N A
Virginia
$12.3M -$256K -1,145 -2%
CA
2418
Capital Advantage
California
$12.2M -$1M -4,492 -8%
CCM
2419
Consolidated Capital Management
California
$12.2M -$1.51M -6,757 -11%
GMFG
2420
Greater Midwest Financial Group
Minnesota
$12.2M +$146K +652 +1%
GMF
2421
Grace & Mercy Foundation
New York
$12.2M – – –
HBW
2422
Hazlett, Burt & Watson
West Virginia
$12.2M +$83.5K +374 +0.7%
HAC
2423
Harbor Advisory Corp
New Hampshire
$12.2M -$137K -614 -1%
COI
2424
Connable Office Inc
Michigan
$12.2M -$95.8K -429 -0.8%
GAM
2425
Gemmer Asset Management
California
$12.2M +$2.01M +9,013 +21%
95 96
97
98 99