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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3601
IRON Financial
Illinois
$2.9M +$113K +515 +4%
RRC
3602
Range Rock Capital
Massachusetts
$2.9M -$39.6M -180,041 -93%
BDF
3603
Black Diamond Financial
Maryland
$2.9M +$216K +983 +8%
TFA
3604
Tobias Financial Advisors
Florida
$2.9M -$119K -542 -4%
SRM
3605
Shelter Rock Management
New York
$2.9M -$2.77M -12,562 -47%
5NPW
3606
55 North Private Wealth
Florida
$2.9M -$85.4K -388 -3%
AWM
3607
Atticus Wealth Management
Florida
$2.89M -$184K -836 -6%
AOWM
3608
Alpha Omega Wealth Management
Virginia
$2.89M +$22.2K +101 +0.7%
MDA
3609
Minot DeBlois Advisors
Massachusetts
$2.89M +$70.7K +321 +2%
WH
3610
Willner & Heller
California
$2.89M +$73.5K +334 +2%
TCM
3611
Tradewinds Capital Management
Washington
$2.89M -$8.81K -40 -0.3%
CL
3612
CPWA LLC
Oregon
$2.89M +$2.36M +10,737 New
AWA
3613
Amplius Wealth Advisors
Pennsylvania
$2.89M +$23.1K +105 +0.8%
PFS
3614
Prospect Financial Services
New York
$2.88M -$77.5K -352 -2%
LFS
3615
Legacy Financial Strategies
Kansas
$2.88M +$3.96K +18 +0.1%
BIP
3616
Blueprint Investment Partners
North Carolina
$2.88M -$5.58M -25,324 -65%
JJBC
3617
James J. Burns & Company
New York
$2.88M -$59.7K -271 -2%
HCM
3618
HMS Capital Management
Tennessee
$2.86M -$156K -708 -5%
WCM
3619
Winthrop Capital Management
Indiana
$2.86M +$112K +508 +4%
VWM
3620
Vivid Wealth Management
Iowa
$2.86M +$9.69K +44 +0.3%
APW
3621
Alliance Private Wealth
Massachusetts
$2.86M +$95.1K +432 +3%
LJHT
3622
Laurie J. Hall Trustee
$2.86M – – –
CIG
3623
Cascade Investment Group
Colorado
$2.85M +$28.2K +128 +0.9%
CPWL
3624
Coquina Private Wealth LLC
Florida
$2.85M +$52.4K +238 +2%
DPI
3625
Diversified Portfolios Inc
Michigan
$2.85M -$57.7K -262 -2%
143 144
145
146 147