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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Chemistry Wealth Management
New York
$1.04M -$200K -1,977 -21%
CFP
1852
Cascade Financial Partners
California
$1.04M +$81.6K +807 +12%
CPBTD
1853
Central Pacific Bank - Trust Division
Hawaii
$1.04M +$717K +7,089 +2,097%
SN
1854
Sittner & Nelson
Oregon
$1.04M – – –
TIM
1855
Thompson Investment Management
Wisconsin
$1.04M -$80.9K -800 -10%
VIS
1856
Vega Investment Solutions
France
$1.03M -$1.07M -10,589 -59%
LG
1857
LaFleur & Godfrey
Michigan
$1.03M +$19K +188 +3%
BWM
1858
Bullock Wealth Management
Indiana
$1.03M +$822K +8,128 New
HCMG
1859
Howard Capital Management Group
California
$1.03M +$44.9K +444 +6%
AFG
1860
Allegheny Financial Group
Pennsylvania
$1.03M +$86.7K +857 +13%
PB
1861
Pinnacle Bancorp
Nebraska
$1.03M -$2.73K -27 -0.4%
WCP
1862
Wick Capital Partners
Pennsylvania
$1.03M +$156K +1,540 +26%
EF
1863
Exeter Financial
Arizona
$1.03M -$492K -4,862 -40%
MSR
1864
Main Street Research
Connecticut
$1.03M +$145K +1,431 +24%
SLC
1865
Second Line Capital
Louisiana
$1.03M -$357K -3,534 -32%
CGH
1866
CMG Global Holdings
Texas
$1.02M – – –
AWM
1867
Ameliora Wealth Management
Switzerland
$1.02M – – –
GSIAS
1868
Garden State Investment Advisory Services
New Jersey
$1.02M -$5.46K -54 -0.7%
OC
1869
Opal Capital
Florida
$1.01M +$129K +1,274 +21%
SDH
1870
Sloy Dahl & Holst
Washington
$1.01M – – –
SL
1871
Summitry LLC
California
$1.01M +$25.3K +250 +4%
AWAP
1872
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1M -$10.1K -100 -1%
CSPIA
1873
Cary Street Partners Investment Advisory
Virginia
$1M +$171K +1,694 +31%
EP
1874
Evelyn Partners
$998K +$723K +7,150 New
RA
1875
Riversedge Advisors
Delaware
$998K -$283K -2,795 -28%
73 74
75
76 77