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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3726
Rooted Wealth Advisors
Illinois
$1.26M -$28.5K -171 -2%
PFG
3727
PAX Financial Group
Texas
$1.26M +$43.2K +259 +4%
MFGM
3728
Marshall Financial Group (Maryland)
Maryland
$1.26M -$22.5K -135 -2%
CF
3729
Cantor Fitzgerald
New York
$1.26M -$1.31M -7,870 -53%
FFA
3730
Florida Financial Advisors
Florida
$1.26M +$189K +1,135 +19%
CWM
3731
Collaborative Wealth Management
Florida
$1.25M -$22.2K -133 -2%
ACM
3732
Arcataur Capital Management
Wisconsin
$1.25M -$835 -5 -0.1%
BBA
3733
Braun-Bostich & Associates
Pennsylvania
$1.25M -$251K -1,505 -18%
GFPC
3734
Global Financial Private Client
Florida
$1.25M -$50.1K -300 -4%
MPCA
3735
Madison Park Capital Advisors
Washington
$1.25M – – –
ONST
3736
Old North State Trust
North Carolina
$1.25M +$1.16M +6,939 New
RSWA
3737
Robinson Smith Wealth Advisors
Maine
$1.25M -$227K -1,359 -16%
SIGI
3738
Susquehanna International Group (Ireland)
Ireland
$1.25M +$1.16M +6,933 New
SCM
3739
Semanteon Capital Management
Massachusetts
$1.25M +$788K +4,720 +214%
MPPLM
3740
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.25M -$45.6K -273 -4%
WC
3741
Wexford Capital
Florida
$1.25M +$761K +4,560 +193%
HCA
3742
Horan Capital Advisors
Ohio
$1.24M -$44.6K -267 -4%
CPSC
3743
Carl P. Sherr & Co
Massachusetts
$1.24M +$16.7K +100 +1%
CICC
3744
Capital Investment Counsel (Colorado)
Colorado
$1.24M +$305K +1,826 +36%
DW
3745
Durante & Waters
New York
$1.24M – – –
RWM
3746
Rezny Wealth Management
Florida
$1.24M +$1.14M +6,859 New
GIM
3747
Guardian Investment Management
California
$1.24M +$1.14M +6,858 New
HHRDM
3748
H&H Retirement Design & Management
Nevada
$1.24M +$1.16M +6,979 New
LF
3749
LifePlan Financial
Minnesota
$1.23M -$262K -1,567 -19%
FWM
3750
Fonville Wealth Management
Virginia
$1.23M +$88K +527 +8%
148 149
150
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