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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2551
Secure Asset Management
Michigan
$10.1M +$2.39M +5,664 +34%
MLA
2552
My Legacy Advisors
Oregon
$10M -$130K -308 -1%
CWG
2553
Crown Wealth Group
North Carolina
$10M +$103K +245 +1%
SOW
2554
State of Wyoming
Wyoming
$10M +$449K +1,062 +5%
BCM
2555
Blume Capital Management
California
$10M -$29.6K -70 -0.3%
PAWA
2556
Palo Alto Wealth Advisors
California
$10M -$100K -237 -1%
SIM
2557
Seaview Investment Managers
Florida
$10M -$706K -1,671 -7%
SP
2558
Saranac Partners
$10M -$213K -505 -2%
SSA
2559
Sierra Summit Advisors
Nevada
$9.97M +$245K +579 +3%
PB
2560
Pinnacle Bancorp
Nebraska
$9.96M -$59.1K -140 -0.6%
CPRC
2561
Consolidated Portfolio Review Corp
New York
$9.95M +$619K +1,465 +7%
TIA
2562
Trust Investment Advisors
Indiana
$9.95M -$146K -346 -2%
DWM
2563
Diversify Wealth Management
Utah
$9.94M +$10.6M +25,149 New
CRI
2564
Colonial River Investments
Virginia
$9.93M +$166K +392 +2%
TWM
2565
Tanager Wealth Management
United Kingdom
$9.92M +$6.78M +16,051 +261%
RFA
2566
Resurgent Financial Advisors
Georgia
$9.91M -$583K -1,381 -6%
MAM
2567
Montchanin Asset Management
Delaware
$9.89M – – –
WWM
2568
WT Wealth Management
Arizona
$9.88M +$337K +798 +4%
BCPWM
2569
Bradley & Co Private Wealth Management
Florida
$9.87M -$268K -635 -3%
KCM
2570
Kathmere Capital Management
Pennsylvania
$9.87M +$974K +2,306 +12%
SW
2571
StrongBox Wealth
Missouri
$9.87M +$1.62M +3,828 +21%
GC
2572
Globeflex Capital
California
$9.85M – – –
HIS
2573
Horizon Investment Services
Indiana
$9.81M -$41.8K -99 -0.4%
CFMC
2574
Curbstone Financial Management Corp
New Hampshire
$9.81M -$370K -876 -4%
PP
2575
Prospector Partners
Connecticut
$9.8M +$87K +206 +0.9%
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