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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2826
Spirit of America Management Corp
New York
$7.2M – – –
VAG
2827
VisionPoint Advisory Group
Texas
$7.2M -$274K -676 -3%
SIA
2828
Schear Investment Advisers
Ohio
$7.2M -$9.31K -23 -0.1%
LWM
2829
Liberty Wealth Management
California
$7.19M – – –
TCPG
2830
Trivant Custom Portfolio Group
California
$7.19M -$104K -257 -1%
MCM
2831
McKinney Capital Management
Texas
$7.19M +$998K +2,466 +15%
SWM
2832
Sculati Wealth Management
Michigan
$7.16M -$62.3K -154 -0.8%
GJWM
2833
Gilliland Jeter Wealth Management
Arkansas
$7.16M -$131K -323 -2%
WAM
2834
Weiss Asset Management
Massachusetts
$7.16M +$7.77M +19,194 New
ACA
2835
Arsenal Capital Advisors
Pennsylvania
$7.16M +$21.8K +54 +0.3%
CM
2836
Cercano Management
Washington
$7.15M -$238M -589,162 -97%
LIA
2837
LBMC Investment Advisors
Tennessee
$7.15M +$751K +1,856 +11%
GBFG
2838
Gerald Baker Financial Group
Texas
$7.14M +$4.45K +11 +0.1%
1W
2839
1776 Wealth
Georgia
$7.14M +$168K +414 +2%
CIP
2840
Castlefield Investment Partners
$7.14M -$452K -1,118 -6%
DAS
2841
Daybright Advisory Services
Florida
$7.14M -$1.37M -3,391 -18%
ALC
2842
Alexander Labrunerie & Co
Missouri
$7.13M -$222K -549 -3%
CM
2843
CastleKnight Management
New York
$7.13M +$4.73M +11,700 +158%
TWM
2844
Tortuga Wealth Management
California
$7.13M +$481K +1,189 +7%
PSC
2845
Prentiss Smith & Co
Vermont
$7.12M +$226K +558 +3%
WA
2846
WP Advisors
California
$7.12M +$409K +1,010 +6%
HP
2847
Holistic Planning
Texas
$7.12M +$649K +1,603 +9%
FI
2848
Firetrail Investments
Australia
$7.1M +$7.75M +19,160 New
JGCM
2849
Joseph Group Capital Management
Ohio
$7.1M +$455K +1,124 +6%
HCCM
2850
Hudson Canyon Capital Management
New York
$7.1M -$257K -636 -3%
112 113
114
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