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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1001
Independent Solutions Wealth Management
New York
$3.75M +$95.8K +1,435 +3%
ICP
1002
Impact Capital Partners
Colorado
$3.75M +$213K +3,192 +6%
SIG
1003
Sargent Investment Group
Maryland
$3.73M +$3.23M +48,367 +1,322%
CK
1004
Cohen Klingenstein
New York
$3.72M – – –
BCP
1005
Blue Chip Partners
Michigan
$3.72M -$182K -2,723 -5%
DW30
1006
Drucker Wealth 3.0
New Jersey
$3.72M -$67.4K -1,009 -2%
TW
1007
TritonPoint Wealth
Maryland
$3.71M -$160K -2,397 -4%
PT
1008
Plimoth Trust
Massachusetts
$3.7M -$254K -3,800 -7%
OHWP
1009
Oak Harbor Wealth Partners
North Carolina
$3.68M +$38.7K +580 +1%
DWM
1010
Diversify Wealth Management
Utah
$3.68M +$461K +6,906 +16%
CCA
1011
Carrera Capital Advisors
Michigan
$3.68M +$216K +3,227 +7%
AIP
1012
Ameritas Investment Partners
Nebraska
$3.68M -$486K -7,278 -12%
CTI
1013
Community Trust & Investment
Kentucky
$3.67M -$118K -1,762 -3%
SM
1014
Sciencast Management
New Jersey
$3.67M +$440K +6,583 +15%
BIM
1015
Bridges Investment Management
Nebraska
$3.67M -$247K -3,698 -7%
NP
1016
Nilsine Partners
Colorado
$3.67M +$356K +5,329 +12%
CAM
1017
Cozad Asset Management
Illinois
$3.65M -$64.1K -960 -2%
KIA
1018
KCM Investment Advisors
California
$3.64M -$65.5K -981 -2%
SCA
1019
St. Clair Advisors
Ohio
$3.64M – – –
MIM
1020
MTM Investment Management
South Carolina
$3.64M +$9.62K +144 +0.3%
PWAM
1021
Papamarkou Wellner Asset Management
New York
$3.64M +$4.54K +68 +0.1%
VCA
1022
Verdence Capital Advisors
Maryland
$3.63M -$41.7K -624 -1%
HIP
1023
HUB Investment Partners
Texas
$3.62M +$28.5K +427 +0.9%
MSFS
1024
Main Street Financial Solutions
Pennsylvania
$3.62M +$1.69M +25,269 +100%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$3.61M +$462K +6,917 +16%
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