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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
2551
Asset Management Group
Connecticut
$1.27M -$55.3K -124 -5%
PA
2552
Perennial Advisors
New York
$1.27M – – –
BAM
2553
Bosun Asset Management
Illinois
$1.27M +$1.17M +2,613 New
PW
2554
Peninsula Wealth
California
$1.27M +$13.4K +30 +1%
PM
2555
Phraction Management
Connecticut
$1.26M – – –
BA
2556
Bellwether Advisors
Nebraska
$1.26M -$287K -644 -20%
FPWM
2557
FSB Premier Wealth Management
Iowa
$1.26M +$27.7K +62 +2%
RWM
2558
Rezny Wealth Management
Florida
$1.26M +$1.16M +2,595 New
LD
2559
Lipe & Dalton
New York
$1.26M -$24.5K -55 -2%
WF
2560
Wayfinding Financial
Washington
$1.26M +$50K +112 +4%
MWM
2561
Merriman Wealth Management
Washington
$1.26M -$353K -792 -23%
IAG
2562
Investment Advisory Group
Massachusetts
$1.26M -$38.4K -86 -3%
AF
2563
Aldebaran Financial
$1.25M -$41.9K -94 -4%
BCM
2564
BluePointe Capital Management
California
$1.25M +$15.2K +34 +1%
VDI
2565
Vaughan David Investments
Illinois
$1.25M +$211K +472 +22%
RRCM
2566
Rappaport Reiches Capital Management
Illinois
$1.25M +$422K +946 +58%
DWM
2567
Dorchester Wealth Management
Quebec, Canada
$1.25M -$20.1K -45 -2%
IDA
2568
Intelligence Driven Advisers
California
$1.25M +$69.1K +155 +6%
BAM
2569
Bayshore Asset Management
Florida
$1.25M – – –
LFA
2570
Laraway Financial Advisors
Minnesota
$1.24M -$44.6K -100 -4%
TNA
2571
True North Advisors
Texas
$1.24M +$130K +292 +13%
SSWM
2572
Sheets Smith Wealth Management
North Carolina
$1.24M +$44.6K +100 +4%
EWA
2573
Encompass Wealth Advisors
Oregon
$1.24M – – –
HMS
2574
Hanseatic Management Services
New Mexico
$1.24M +$24.5K +55 +2%
SWA
2575
SOA Wealth Advisors
New York
$1.24M +$17.8K +40 +2%
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