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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
3101
Stillwater Wealth Management Group
Florida
$3.97M +$4.1M +18,101 New
SPF
3102
South Plains Financial
Texas
$3.97M +$322K +1,423 +9%
PVM
3103
Palogic Value Management
Texas
$3.97M – – –
BIA
3104
Benchmark Investment Advisors
Illinois
$3.97M +$4.09M +18,075 New
SFC
3105
Swisher Financial Concepts
Ohio
$3.96M +$14.7K +65 +0.4%
ACM
3106
Advent Capital Management
New York
$3.95M +$1.81M +8,000 +80%
SIA
3107
SkyView Investment Advisors
New Jersey
$3.95M -$88.7K -392 -2%
OFS
3108
Orrstown Financial Services
Pennsylvania
$3.95M -$653K -2,884 -14%
EA
3109
Emerald Advisors
Washington
$3.95M +$37.1K +164 +0.9%
NF
3110
Nvest Financial
New Hampshire
$3.94M -$1.63M -7,180 -29%
BWM
3111
BlackDiamond Wealth Management
New York
$3.94M +$423K +1,868 +12%
OWA
3112
One Wealth Advisors
California
$3.94M -$5.66K -25 -0.1%
LSA
3113
Lion Street Advisors
Texas
$3.93M -$4.83M -21,359 -95%
MFC
3114
Mechanics Financial Corp
Ohio
$3.93M +$43K +190 +1%
LCWP
3115
Legacy Capital Wealth Partners
Arkansas
$3.93M -$212K -936 -5%
RIS
3116
Richmond Investment Services
Wisconsin
$3.93M +$86.5K +382 +2%
LA
3117
Latitude Advisors
Florida
$3.92M +$54.3K +240 +1%
SFG
3118
Sather Financial Group
Texas
$3.92M +$350K +1,547 +9%
CSA
3119
Cottage Street Advisors
Massachusetts
$3.9M -$12.7K -56 -0.3%
TA
3120
TFB Advisors
Kansas
$3.9M -$1.53M -6,771 -27%
BOS
3121
Bank of Stockton
California
$3.9M +$218K +961 +6%
LG
3122
Lane Generational
Massachusetts
$3.9M -$144K -634 -3%
PP
3123
Postrock Partners
Oregon
$3.89M – – –
RB
3124
Rodgers Brothers
Pennsylvania
$3.89M -$136K -600 -3%
SDWIA
3125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.88M -$67.7K -299 -2%
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