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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1501
Cape Investment Advisory
Georgia
$1.63M -$16.9K -45 -1%
CW
1502
CIC Wealth
Maryland
$1.62M +$1.5K +4 +0.1%
BFS
1503
Bard Financial Services
Connecticut
$1.62M – – –
IIM
1504
Intact Investment Management
Quebec, Canada
$1.61M -$206K -550 -12%
AWM
1505
Axxcess Wealth Management
California
$1.61M +$30.4K +81 +2%
FMTC
1506
Farmers & Merchants Trust Company
California
$1.61M -$155K -412 -9%
SFPG
1507
Stonebridge Financial Planning Group
Florida
$1.61M +$8.63K +23 +0.6%
HFM
1508
Harvest Fund Management
China
$1.6M -$365K -973 -19%
SFO
1509
Stokes Family Office
Louisiana
$1.6M -$42K -112 -3%
MAM
1510
Mystic Asset Management
Rhode Island
$1.58M -$28.1K -75 -2%
CWG
1511
Cornerstone Wealth Group
North Carolina
$1.58M +$81.1K +216 +6%
SSWM
1512
Strait & Sound Wealth Management
California
$1.58M -$229K -609 -13%
ARMT
1513
Amica Retiree Medical Trust
Rhode Island
$1.57M -$95.3K -254 -6%
WAG
1514
Wallace Advisory Group
California
$1.57M – – –
TCA
1515
Trifecta Capital Advisors
Illinois
$1.56M +$11.3K +30 +0.8%
FCP
1516
Fidelis Capital Partners
Florida
$1.56M +$64.2K +171 +5%
RMDI
1517
R.M. Davis Inc
Maine
$1.56M +$31.9K +85 +2%
STAS
1518
Strong Tower Advisory Services
Minnesota
$1.56M -$32.3K -86 -2%
FFN
1519
Focus Financial Network
Minnesota
$1.55M +$44.3K +118 +3%
V
1520
VeraBank
Texas
$1.55M +$56.3K +150 +4%
NAS
1521
Nicolet Advisory Services
Wisconsin
$1.55M +$135K +359 +10%
SFG
1522
Synergy Financial Group
California
$1.55M +$365K +973 +33%
TPW
1523
Transatlantique Private Wealth
New York
$1.54M -$17.3K -46 -1%
LC
1524
Lindbrook Capital
California
$1.54M -$2.63K -7 -0.2%
USB
1525
Union Savings Bank
Connecticut
$1.54M +$1.47M +3,911 New
59 60
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