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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2651
Summa Corp
Texas
$10.7M -$373K -745 -3%
HNW
2652
High Note Wealth
Minnesota
$10.7M +$31.6K +63 +0.3%
SAM
2653
Secure Asset Management
Michigan
$10.7M -$115K -230 -1%
AAMA
2654
Advanced Asset Management Advisors
Ohio
$10.7M +$1.5K +3 +0%
WMP
2655
Wealth Management Partners
Arizona
$10.6M +$128K +255 +1%
RAM
2656
Redmond Asset Management
Virginia
$10.6M -$245K -488 -2%
AFS
2657
Aft Forsyth & Sober
Florida
$10.6M – – –
XWL
2658
XXI Wealth LLC
Illinois
$10.6M +$11M +21,948 New
MLIC
2659
Mandatum Life Insurance Company
Finland
$10.6M -$243K -485 -2%
AG
2660
Advocate Group
Minnesota
$10.6M -$1.4M -2,788 -11%
GBWM
2661
Granite Bay Wealth Management
New Hampshire
$10.6M +$1.61M +3,208 +17%
CFMC
2662
Curbstone Financial Management Corp
New Hampshire
$10.6M -$319K -636 -3%
ECML
2663
Eagle Capital Management (Louisiana)
Louisiana
$10.6M -$146K -292 -1%
PWM
2664
Pines Wealth Management
North Carolina
$10.6M -$19K -38 -0.2%
MA
2665
Mezzasalma Advisors
New Jersey
$10.6M +$95.7K +191 +0.9%
UBG
2666
United Bank (Georgia)
Georgia
$10.5M +$515K +1,028 +5%
EIA
2667
Eastover Investment Advisors
North Carolina
$10.5M -$115K -230 -1%
AIM
2668
AMI Investment Management
Indiana
$10.5M +$172K +344 +2%
NME
2669
Notis-McConarty Edward
$10.5M +$5.01K +10 +0%
LCM
2670
LCM Capital Management
Illinois
$10.5M -$123K -246 -1%
PL
2671
Parkwood LLC
Ohio
$10.5M -$3.73M -7,438 -25%
GCM
2672
Genus Capital Management
British Columbia, Canada
$10.5M -$2.07M -4,130 -16%
BIP
2673
Blueprint Investment Partners
North Carolina
$10.5M -$3.95M -7,879 -27%
RS
2674
Retirement Solution
Washington
$10.5M +$218K +435 +2%
IAS
2675
IMA Advisory Services
Colorado
$10.5M +$132K +264 +1%
105 106
107
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