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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2301
Stockman Wealth Management
Montana
$1.04M – – –
ST
2302
Spinnaker Trust
Maine
$1.04M – – –
WP
2303
WealthShield Partners
North Carolina
$1.04M +$308K +855 +39%
AWM
2304
Accurate Wealth Management
Florida
$1.04M +$118K +327 +12%
MFG
2305
Monte Financial Group
Connecticut
$1.04M -$1.8K -5 -0.2%
CL
2306
Choreo LLC
Illinois
$1.04M -$54K -150 -5%
FHC
2307
First Heartland Consultants
Missouri
$1.04M +$91.5K +254 +9%
KFS
2308
Kaizen Financial Strategies
California
$1.04M +$1.1M +3,061 New
CFO
2309
Collective Family Office
Pennsylvania
$1.04M -$288K -801 -21%
FAFN
2310
First Affirmative Financial Network
Colorado
$1.03M +$1.1M +3,046 New
WTFG
2311
Wells Trecaso Financial Group
Ohio
$1.03M -$31.3K -87 -3%
APW
2312
Acima Private Wealth
Virginia
$1.03M – – –
PP
2313
Pacifica Partners
Canada
$1.03M +$12.2K +34 +1%
9WM
2314
9258 Wealth Management
Ohio
$1.03M -$78.5K -218 -7%
OPA
2315
Old Port Advisors
Maine
$1.02M +$10.1K +28 +0.9%
CG
2316
Clarus Group
Texas
$1.02M -$39.6K -110 -4%
APW
2317
Aurora Private Wealth
New Jersey
$1.02M -$438K -1,216 -29%
MIM
2318
Meridiem Investment Management
United Kingdom
$1.02M – – –
DWM
2319
Destination Wealth Management
California
$1.02M +$85.4K +237 +9%
SCA
2320
STALEY CAPITAL ADVISERS
Pennsylvania
$1.02M – – –
KCPG
2321
Kavar Capital Partners Group
Kansas
$1.02M – – –
MCM
2322
Mason Capital Management
New York
$1.02M +$1.08M +3,000 New
CBB
2323
Citizens Business Bank
California
$1.02M +$215K +598 +25%
AAP
2324
Arax Advisory Partners
Colorado
$1.01M -$243K -676 -18%
DDPIC
2325
Deroy & Devereaux Private Investment Counsel
Michigan
$1.01M -$66.6K -185 -6%
91 92
93
94 95