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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2701
Signature Wealth Management Group
Georgia
$2.53M -$247K -1,174 -9%
IAP
2702
Indie Asset Partners
Indiana
$2.53M +$54.8K +261 +2%
OCPWS
2703
One Charles Private Wealth Services
Massachusetts
$2.53M -$1.18M -5,614 -32%
MPW
2704
MA Private Wealth
California
$2.52M +$3.78K +18 +0.2%
ACM
2705
Advent Capital Management
New York
$2.52M +$2.52M +12,000 New
SFWA
2706
Summit Financial Wealth Advisors
Louisiana
$2.52M -$49.1K -234 -2%
RIM
2707
Redwood Investment Management
Arizona
$2.52M -$834K -3,969 -25%
CM
2708
Caption Management
Oklahoma
$2.52M +$2.45M +11,670 +3,890%
EGA
2709
E&G Advisors
Texas
$2.52M +$27.7K +132 +1%
AA
2710
Altman Advisors
Illinois
$2.51M +$30.2K +144 +1%
WA
2711
Waverly Advisors
Alabama
$2.51M +$9.24K +44 +0.4%
WCFA
2712
Walkner Condon Financial Advisors
Wisconsin
$2.51M +$2.5M +11,917 New
APW
2713
Acima Private Wealth
Virginia
$2.5M -$9.87K -47 -0.4%
PPG
2714
Peak Planning Group
Colorado
$2.5M +$2.5M +11,883 New
PBO
2715
Peoples Bank (Ohio)
Ohio
$2.5M -$54.8K -261 -2%
1W
2716
1776 Wealth
Georgia
$2.5M -$94.5K -450 -4%
LDFR
2717
Lehman & Derafelo Financial Resources
Pennsylvania
$2.49M +$163K +775 +7%
TC
2718
Truvestments Capital
Florida
$2.49M +$99.3K +473 +4%
BWM
2719
BigSur Wealth Management
Florida
$2.48M +$537K +2,555 +28%
KLCM
2720
KG&L Capital Management
Louisiana
$2.48M +$849K +4,041 +52%
LRIA
2721
Leonard Rickey Investment Advisors
Washington
$2.48M +$253K +1,205 +11%
CFA
2722
Cahill Financial Advisors
Minnesota
$2.48M +$34K +162 +1%
PBT
2723
Pictet Bank & Trust
Bahamas
$2.47M +$420K +2,000 +20%
HWA
2724
HHM Wealth Advisors
Tennessee
$2.47M +$178K +848 +8%
CWM
2725
Confluence Wealth Management
Oregon
$2.47M -$40.5K -193 -1%
107 108
109
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