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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1926
Castle Rock Wealth Management
California
$3.15M -$223K -2,256 -7%
NAS
1927
Nicolet Advisory Services
Wisconsin
$3.15M +$675K +6,835 +26%
ATFA
1928
All Terrain Financial Advisors
Minnesota
$3.15M -$15.6K -158 -0.4%
WPWM
1929
Western Pacific Wealth Management
Illinois
$3.13M +$15K +152 +0.4%
RAM
1930
Redmond Asset Management
Virginia
$3.13M -$8.89K -90 -0.2%
CIM
1931
CIM Investment Management
Pennsylvania
$3.13M -$86.9K -880 -2%
EIA
1932
Eastover Investment Advisors
North Carolina
$3.13M +$113K +1,140 +3%
DCM
1933
Difesa Capital Management
New York
$3.12M -$1.48M -14,960 -29%
PCG
1934
Prosperity Consulting Group
Maryland
$3.12M +$70.8K +717 +2%
CAC
1935
Cowen and Company
New York
$3.12M +$3.67M +37,127 New
BBWA
1936
Bell & Brown Wealth Advisors
California
$3.12M +$507K +5,128 +16%
GCM
1937
Glynn Capital Management
California
$3.11M – – –
OL
1938
Optas LLC
Texas
$3.11M +$832K +8,423 +29%
BDAM
1939
Blue Door Asset Management
Connecticut
$3.11M +$3.65M +37,000 New
DTL
1940
Dynamic Technology Lab
Singapore
$3.11M +$3.65M +36,979 New
CIA
1941
Cohen Investment Advisors
New Hampshire
$3.1M +$67.7K +685 +2%
VT
1942
Vise Technologies
New York
$3.1M +$538K +5,442 +17%
AG
1943
AIA Group
Hong Kong
$3.09M -$1.12M -11,388 -24%
AL
1944
Arnhold LLC
New York
$3.09M +$1.37M +13,880 +60%
HFAS
1945
Hummer Financial Advisory Services
Illinois
$3.09M – – –
CAWM
1946
Capital Advisors Wealth Management
Washington
$3.08M +$313K +3,171 +9%
RCM
1947
RB Capital Management
Nevada
$3.08M +$49.6K +502 +1%
IAS
1948
IMA Advisory Services
Colorado
$3.07M -$332K -3,363 -8%
CNC
1949
Citizens & Northern Corp
Pennsylvania
$3.07M +$9.19K +93 +0.3%
SIG
1950
Sargent Investment Group
Maryland
$3.06M +$34.1K +345 +1%
76 77
78
79 80