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Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
2101
Seven Eight Capital
New York
$1.08M -$2.84M -11,344 -70%
PP
2102
PDS Planning
Ohio
$1.08M -$323K -1,293 -21%
SWMP
2103
Signature Wealth Management Partners
New Jersey
$1.08M +$943K +3,773 +348%
CWM
2104
Chronos Wealth Management
Florida
$1.08M -$95K -380 -7%
CA
2105
CV Advisors
Florida
$1.08M -$934K -3,738 -44%
CA
2106
Crewe Advisors
Utah
$1.07M +$498K +1,994 +70%
SFG
2107
SevenBridge Financial Group
Pennsylvania
$1.07M -$1.32M -5,278 -52%
ARG
2108
Advisory Resource Group
Oklahoma
$1.07M +$278K +1,114 +30%
BBL
2109
Beck Bode LLC
Massachusetts
$1.07M +$1.2M +4,816 New
CWM
2110
C2C Wealth Management
Arizona
$1.07M +$109K +435 +9%
MCM
2111
Mengis Capital Management
Oregon
$1.07M -$50K -200 -4%
FP
2112
Financial Perspectives
Minnesota
$1.06M +$94.5K +378 +9%
FTA
2113
Financial & Tax Architects
Missouri
$1.06M +$371K +1,486 +45%
TLCM
2114
Twin Lakes Capital Management
California
$1.06M +$73.2K +293 +7%
APWM
2115
Atlas Private Wealth Management
New York
$1.06M +$61.2K +245 +5%
BOPW
2116
Brandywine Oak Private Wealth
Pennsylvania
$1.06M -$17.7K -71 -1%
BIAS
2117
Beacon Investment Advisory Services
New Jersey
$1.06M -$10.5M -42,137 -90%
DBIA
2118
Dumont & Blake Investment Advisors
New Jersey
$1.05M -$12.5K -50 -1%
BM
2119
Bridger Management
New York
$1.05M +$1.19M +4,744 New
PBO
2120
Peoples Bank (Ohio)
Ohio
$1.05M +$115K +460 +11%
KP
2121
Keel Point
Alabama
$1.05M -$667K -2,667 -36%
CWP
2122
Concord Wealth Partners
Virginia
$1.05M +$159K +635 +16%
OWA
2123
Octavia Wealth Advisors
Ohio
$1.05M +$526K +2,104 +80%
AG
2124
Algert Global
California
$1.05M -$217K -867 -16%
AIM
2125
Aspen Investment Management
Michigan
$1.05M -$264K -1,058 -18%
83 84
85
86 87