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Name Holding Trade Value Shares
Change 		Change in
Stake
CPR
1651
CSU Producer Resources
Ohio
$1.09M – – –
HA
1652
Harbor Advisors
Florida
$1.09M – – –
MFS
1653
Mirabella Financial Services
United Kingdom
$1.09M +$1.13M +5,000 New
BWAM
1654
Boyd Watterson Asset Management
Ohio
$1.09M +$181K +800 +19%
GD
1655
Grandfield & Dodd
New York
$1.09M – – –
GFS
1656
GYL Financial Synergies
Connecticut
$1.09M +$30.1K +133 +3%
LSPW
1657
Lake Street Private Wealth
Illinois
$1.09M +$246K +1,087 +28%
MIC
1658
Means Investment Company
Maine
$1.08M +$114K +504 +12%
FSC
1659
Full Sail Capital
Oklahoma
$1.08M – – –
MWP
1660
Meridian Wealth Partners
Pennsylvania
$1.08M +$1.12M +4,929 New
SAM
1661
Seelaus Asset Management
New Jersey
$1.08M -$120K -530 -10%
CIM
1662
CIM Investment Management
Pennsylvania
$1.07M – – –
FNFDCM
1663
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.07M – – –
VC
1664
Veracity Capital
Georgia
$1.07M +$1.11M +4,888 New
MCWA
1665
Meadow Creek Wealth Advisors
Georgia
$1.07M +$1.11M +4,880 New
BG
1666
Bollard Group
Massachusetts
$1.06M -$229K -1,012 -17%
GCM
1667
Gladius Capital Management
Illinois
$1.06M +$960K +4,238 +673%
BFO
1668
Biltmore Family Office
North Carolina
$1.06M +$28.1K +124 +3%
DWA
1669
Dorsey Wright & Associates
California
$1.06M +$1.1M +4,839 New
WIC
1670
Woodmont Investment Counsel
Tennessee
$1.06M – – –
RCA
1671
Rowland Carmichael Advisors
Arizona
$1.05M +$21.5K +95 +2%
CFG
1672
Cooper Financial Group
California
$1.05M -$197K -871 -15%
RIA
1673
Realta Investment Advisors
Delaware
$1.05M -$99K -437 -8%
CW
1674
CreativeOne Wealth
Kansas
$1.05M -$94K -415 -8%
BFG
1675
Beacon Financial Group
Texas
$1.05M – – –
65 66
67
68 69