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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
2901
Wharton Business Group
Pennsylvania
$1.42M – – –
EFG
2902
Ethos Financial Group
Pennsylvania
$1.42M -$15.8K -27 -1%
WKWM
2903
Walter & Keenan Wealth Management
Indiana
$1.42M +$37K +63 +3%
WPC
2904
White Pine Capital
Minnesota
$1.42M +$14.1K +24 +1%
CIA
2905
Compass Ion Advisors
Pennsylvania
$1.42M -$8.8K -15 -0.6%
CA
2906
Centerpoint Advisors
Massachusetts
$1.42M +$600K +1,023 +73%
GA
2907
Guerra Advisors
Florida
$1.41M +$1.42M +2,415 New
CI
2908
Centerstone Investors
New York
$1.41M – – –
MCM
2909
Morton Capital Management
California
$1.41M +$37.6K +64 +3%
AF
2910
Atala Financial
California
$1.41M +$1.41M +2,407 New
KCAM
2911
Kagan Cocozza Asset Management
New Jersey
$1.41M +$1.41M +2,407 New
SA
2912
Sage Advisors
Colorado
$1.41M +$178K +303 +14%
CA
2913
Crane Advisory
California
$1.41M – – –
CPSAC
2914
Chas P. Smith & Associates (CPS)
Florida
$1.41M +$126K +214 +10%
CM
2915
Corvex Management
New York
$1.41M – – –
CGA
2916
Compound Global Advisors
Washington
$1.41M +$1.41M +2,400 New
RFN
2917
Redwood Financial Network
Ohio
$1.4M -$9.39K -16 -0.7%
VC
2918
Vicus Capital
Pennsylvania
$1.4M -$164K -279 -10%
CCA
2919
Coign Capital Advisors
Utah
$1.4M +$1.41M +2,394 New
FZCM
2920
Flynn Zito Capital Management
New York
$1.4M – – –
WA
2921
Waddell & Associates
Tennessee
$1.4M +$26.4K +45 +2%
C
2922
Covestor
United Kingdom
$1.4M -$42.8K -73 -3%
OFS
2923
OneAscent Financial Services
Alabama
$1.4M +$395K +673 +39%
CWM
2924
Castle Wealth Management
Florida
$1.39M +$127K +216 +10%
SG
2925
Sharper & Granite
California
$1.39M +$44.6K +76 +3%
115 116
117
118 119