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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1001
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$19.4K +44 +2%
MFG
1002
Monte Financial Group
Connecticut
$1.02M -$12.8K -29 -1%
RCA
1003
Resonant Capital Advisors
Wisconsin
$1.02M +$139K +316 +16%
PCM
1004
Penserra Capital Management
California
$1.01M +$195K +444 +24%
SP
1005
Symmetry Partners
Connecticut
$1.01M -$104K -236 -9%
BCM
1006
Bridgeway Capital Management
Texas
$1.01M -$2.16M -4,900 -68%
SB
1007
Strategic Blueprint
Georgia
$1.01M -$47.5K -108 -4%
FMLI
1008
Fukoku Mutual Life Insurance
Japan
$1.01M -$169K -385 -14%
MCM
1009
Monarch Capital Management
Indiana
$1.01M -$20.2K -46 -2%
CA
1010
Claro Advisors
Massachusetts
$1.01M -$33K -75 -3%
LRPA
1011
L. Roy Papp & Associates
Arizona
$1M – – –
PP
1012
PDS Planning
Ohio
$997K +$21.6K +49 +2%
ADL
1013
Asset Dedication LLC
California
$997K – – –
CA
1014
Commerzbank Aktiengesellschaft
Germany
$995K +$316K +718 +46%
SPC
1015
Sigma Planning Corp
Michigan
$993K +$14.5K +33 +1%
OL
1016
Optas LLC
Texas
$991K +$39.6K +90 +4%
SC
1017
SouthState Corp
Florida
$988K +$7.48K +17 +0.8%
RW
1018
REDW Wealth
New Mexico
$987K – – –
PI
1019
PFG Investments
New York
$982K -$261K -593 -21%
SIA
1020
Strategic Investment Advisors
Michigan
$980K +$197K +447 +25%
CPBTD
1021
Central Pacific Bank - Trust Division
Hawaii
$978K -$48.4K -110 -5%
CA
1022
Continuum Advisory
Idaho
$976K +$43.6K +99 +5%
BAM
1023
Belpointe Asset Management
Nevada
$976K +$29K +66 +3%
WAP
1024
Wealthcare Advisory Partners
Pennsylvania
$975K +$141K +321 +17%
APIM
1025
Agate Pass Investment Management
Washington
$974K -$68.2K -155 -7%
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