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Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
2501
Donor Advised Charitable Giving
California
$544K – – –
CPWM
2502
Cypress Point Wealth Management
Texas
$544K +$431K +3,000 New
UM
2503
Ulysses Management
New York
$544K +$431K +3,000 New
SIA
2504
SkyView Investment Advisors
New Jersey
$544K +$431K +3,001 New
GFP
2505
Gryphon Financial Partners
Ohio
$541K -$23K -160 -5%
BHB
2506
Bank Hapoalim BM
Israel
$540K +$428K +2,979 New
HI
2507
Hudock Inc
Pennsylvania
$539K +$5.17K +36 +1%
SWM
2508
Sugarloaf Wealth Management
Georgia
$538K -$331K -2,307 -44%
RW
2509
REDW Wealth
New Mexico
$535K +$3.01K +21 +0.7%
CG
2510
Clarus Group
Texas
$535K +$409K +2,852 New
PGA
2511
Portland Global Advisors
Maine
$534K -$20.2K -141 -5%
HFP
2512
Holistic Financial Partners
Indiana
$533K +$120K +838 +40%
BAM
2513
Bellevue Asset Management
Washington
$532K -$14.4K -100 -3%
RIM
2514
Rockbridge Investment Management
New York
$532K +$1.29K +9 +0.3%
TWM
2515
Titus Wealth Management
California
$532K +$9.47K +66 +2%
MCM
2516
Marathon Capital Management
Maryland
$529K – – –
ACM
2517
Ategra Capital Management
Virginia
$529K -$123K -857 -23%
CSM
2518
CAMG Solamere Management
North Carolina
$528K -$1.24M -8,640 -75%
WI
2519
WrapManager Inc
California
$528K +$114K +793 +37%
WFAG
2520
Wescott Financial Advisory Group
Pennsylvania
$527K +$417K +2,908 New
HWA
2521
Hilltop Wealth Advisors
North Carolina
$525K – – –
CFN
2522
Cordasco Financial Network
Florida
$523K -$7.18K -50 -2%
EMG
2523
ETF Managers Group
New Jersey
$521K +$36.2K +252 +10%
ACM
2524
AlphaStar Capital Management
North Carolina
$521K +$73.3K +511 +20%
RPA
2525
Rock Point Advisors
Vermont
$518K – – –
99 100
101
102 103