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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1626
Doliver Advisors
Texas
$1.08M +$124K +2,120 +12%
TSWM
1627
Triangle Securities Wealth Management
North Carolina
$1.08M -$51.1K -871 -4%
RHBC
1628
R.H. Bluestein & Co
Michigan
$1.08M +$235K +4,000 +26%
CG
1629
CFO4Life Group
Texas
$1.08M – – –
MKA
1630
M. Kulyk & Associates
Georgia
$1.08M -$684K -11,662 -38%
IFWM
1631
Institute for Wealth Management
Colorado
$1.08M +$24.9K +424 +2%
RCS
1632
Retirement Capital Strategies
California
$1.07M – – –
LSAG
1633
Lake Street Advisors Group
New Hampshire
$1.07M -$107K -1,820 -8%
LJAC
1634
L.J. Altfest & Co
New York
$1.07M -$37.4K -637 -3%
B
1635
Barings
North Carolina
$1.07M -$33.9K -578 -3%
VC
1636
Veracity Capital
Georgia
$1.07M +$774K +13,180 +220%
LWM
1637
Lyell Wealth Management
California
$1.07M +$4.93K +84 +0.4%
HIM
1638
Herald Investment Management
United Kingdom
$1.07M – – –
EWA
1639
Encompass Wealth Advisors
Oregon
$1.06M -$62.9K -1,071 -5%
AC
1640
Annandale Capital
Texas
$1.06M +$880K +15,000 +382%
ATWA
1641
Arbor Trust Wealth Advisors
Michigan
$1.06M +$58.7K +1,000 +6%
GFP
1642
Gryphon Financial Partners
Ohio
$1.06M +$123K +2,103 +12%
WDC
1643
Woodward Diversified Capital
California
$1.05M -$528 -9 -0%
HCM
1644
Howland Capital Management
Massachusetts
$1.05M -$169K -2,875 -13%
SRC
1645
Stone Run Capital
New York
$1.05M -$147K -2,500 -12%
SIM
1646
Stratos Investment Management
Ohio
$1.05M +$171K +2,913 +18%
VWM
1647
Valley Wealth Managers
New Jersey
$1.05M -$5.87K -100 -0.5%
BCA
1648
Bay Colony Advisors
Massachusetts
$1.05M +$16.1K +275 +1%
NHC
1649
Nicholas Hoffman & Company
Georgia
$1.05M +$228K +3,881 +26%
AI
1650
Accredited Investors
Minnesota
$1.04M +$2.11K +36 +0.2%
64 65
66
67 68