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Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
2901
Concentric Capital Strategies
Connecticut
$2.04M -$15.2M -22,785 -88%
MCM
2902
Morton Capital Management
California
$2.04M +$273K +409 +15%
RB
2903
Renasant Bank
Mississippi
$2.04M +$1.02M +1,520 +97%
SCM
2904
Saba Capital Management
New York
$2.04M +$2.06M +3,090 New
BFS
2905
BridgePort Financial Solutions
Iowa
$2.04M -$16.7K -25 -0.8%
SGWP
2906
Sun Group Wealth Partners
California
$2.03M +$2.05M +3,077 New
CCM
2907
Cloud Capital Management
Washington
$2.03M +$1.65M +2,475 +412%
TWM
2908
Triton Wealth Management
Arizona
$2.03M +$64.8K +97 +3%
CFS
2909
Commonwealth Financial Services
West Virginia
$2.02M -$46.7K -70 -2%
BFC
2910
Bedel Financial Consulting
Indiana
$2.02M +$33.4K +50 +2%
TPWA
2911
TRUE Private Wealth Advisors
Oregon
$2.02M +$7.34K +11 +0.4%
EPA
2912
Element Pointe Advisors
Florida
$2.02M -$124K -186 -6%
TA
2913
TFB Advisors
Kansas
$2.01M +$95.5K +143 +5%
S
2914
Sunpointe
Missouri
$2M +$56.1K +84 +3%
WCP
2915
Wick Capital Partners
Pennsylvania
$2M +$489K +733 +32%
GWM
2916
GSB Wealth Management
Connecticut
$1.99M -$4.01K -6 -0.2%
AFA
2917
AA Financial Advisors
Ohio
$1.99M +$134K +201 +7%
PIC
2918
Portland Investment Counsel
Ontario, Canada
$1.99M +$495K +741 +33%
GIPW
2919
Granite Islands Private Wealth
Connecticut
$1.99M +$2.02M +3,022 New
GRWP
2920
Green Ridge Wealth Planning
New Jersey
$1.99M +$2.01M +3,012 New
CPSC
2921
Carl P. Sherr & Co
Massachusetts
$1.99M -$59.4K -89 -3%
DCM
2922
Dudley Capital Management
Virginia
$1.98M -$97.5K -146 -5%
SA
2923
Sage Advisors
Colorado
$1.98M +$216K +324 +12%
VIM
2924
VELA Investment Management
Ohio
$1.98M -$146K -218 -7%
PCGDR
2925
Pangea Capital Gestao de Recursos
$1.98M +$1.4M +2,100 +233%
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117
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