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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1351
Independent Solutions Wealth Management
New York
$2.9M -$273K -1,689 -9%
TAIM
1352
Te Ahumairangi Investment Management
New Zealand
$2.9M +$386K +2,390 +16%
NAMP
1353
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.9M +$64.6K +400 +2%
FG
1354
Fiduciary Group
Georgia
$2.9M -$25.4K -157 -0.9%
HWA
1355
HCR Wealth Advisors
California
$2.9M -$63.5K -393 -2%
BC
1356
Burney Company
Virginia
$2.9M -$58K -359 -2%
WGAM
1357
Wilkinson Global Asset Management
New York
$2.89M – – –
SSA
1358
South Street Advisors
New York
$2.89M – – –
IW
1359
Imprint Wealth
South Carolina
$2.89M -$2.73M -16,889 -50%
RFA
1360
Resurgent Financial Advisors
Georgia
$2.88M +$105K +649 +4%
FFA
1361
Founders Financial Alliance
North Carolina
$2.86M -$216K -1,338 -7%
GAG
1362
GM Advisory Group
New York
$2.86M +$45.5K +282 +2%
JIC
1363
Joel Isaacson & Co
New York
$2.85M +$646 +4 +0%
CCM
1364
Cohen Capital Management
California
$2.85M – – –
LS
1365
Leelyn Smith
Illinois
$2.84M -$107K -663 -4%
BFG
1366
Beacon Financial Group
Texas
$2.84M +$1.06M +6,550 +59%
GBT
1367
Grove Bank & Trust
Florida
$2.84M +$433K +2,682 +19%
CIG
1368
Consolidated Investment Group
Colorado
$2.83M +$291K +1,800 +12%
EM
1369
Excalibur Management
Massachusetts
$2.83M +$85.8K +531 +3%
SF
1370
Symphony Financial
Texas
$2.82M +$586K +3,625 +27%
LOIM
1371
Liberty One Investment Management
Illinois
$2.81M +$149K +924 +6%
PCFFS
1372
Pacific Center for Financial Services
California
$2.8M +$208K +1,289 +8%
MSK
1373
Melissa S. Kampmann
$2.8M +$2.68M +16,592 New
IAS
1374
Insigneo Advisory Services
Florida
$2.79M +$318K +1,970 +13%
FM
1375
Family Management
New York
$2.79M +$19.7K +122 +0.7%
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