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Name Holding Trade Value Shares
Change 		Change in
Stake
LT
2201
Legacy Trust
Michigan
$1.3M -$252K -2,405 -18%
SGWP
2202
Sun Group Wealth Partners
California
$1.3M – – –
PWM
2203
Prentice Wealth Management
New York
$1.3M -$41.4K -396 -3%
HFBOT
2204
Home Federal Bank of Tennessee
Tennessee
$1.3M +$282K +2,700 +32%
BM
2205
Berman McAleer
Maryland
$1.29M -$9.62K -92 -0.8%
PWA
2206
Phoenix Wealth Advisors
North Carolina
$1.29M +$20.4K +195 +2%
OBWG
2207
Onyx Bridge Wealth Group
New York
$1.29M -$1.05K -10 -0.1%
HIA
2208
HFM Investment Advisors
New Jersey
$1.28M +$6.28K +60 +0.6%
HHCP
2209
Hilton Head Capital Partners
South Carolina
$1.28M -$267K -2,556 -19%
SWGC
2210
Summit Wealth Group (Colorado)
Colorado
$1.28M +$107K +1,022 +10%
FWM
2211
Focused Wealth Management
New York
$1.28M +$37.2K +356 +3%
SP
2212
Stonebrook Private
Michigan
$1.28M +$20.9K +200 +2%
PIA
2213
Powell Investment Advisors
Florida
$1.28M – – –
MSA
2214
Marino Stram & Associates
Massachusetts
$1.27M -$3.45K -33 -0.3%
SIG
2215
Sky Investment Group
Connecticut
$1.27M -$55.7K -533 -5%
WWC
2216
Waypoint Wealth Counsel
Georgia
$1.27M -$131K -1,253 -10%
GWM
2217
Gilpin Wealth Management
Colorado
$1.27M -$73.1K -699 -6%
AIM
2218
Acropolis Investment Management
Missouri
$1.27M -$32.9K -315 -3%
GAM
2219
Gemmer Asset Management
California
$1.26M +$16.9K +162 +2%
CA
2220
Cornerstone Advisory
Maryland
$1.26M +$200K +1,908 +22%
OL
2221
OneFund LLC
Florida
$1.26M -$7.53K -72 -0.7%
VC
2222
Vicus Capital
Pennsylvania
$1.26M +$164K +1,567 +17%
JEST
2223
JTC Employer Solutions Trustee
Jersey
$1.26M – – –
WC
2224
Waterloo Capital
Texas
$1.26M -$111K -1,066 -9%
PFP
2225
Paragon Financial Partners
California
$1.26M – – –
87 88
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