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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2951
Aspen Investment Management
Michigan
$8.21M -$561K -1,291 -7%
OP
2952
ORG Partners
Indiana
$8.2M +$715K +1,647 +11%
EPW
2953
Evergreen Private Wealth
Colorado
$8.18M +$377K +868 +6%
OIA
2954
Optimum Investment Advisors
Illinois
$8.17M -$79.9K -184 -1%
HFM
2955
Hartford Funds Management
Pennsylvania
$8.17M +$143K +330 +2%
PWA
2956
Physician Wealth Advisors
Utah
$8.17M +$77.3K +178 +1%
UCB
2957
United Community Bank
South Carolina
$8.15M -$119K -275 -2%
CWP
2958
Curated Wealth Partners
California
$8.14M +$29.1K +67 +0.4%
EC
2959
Eleva Capital
France
$8.14M +$7.11M +16,363 New
GAAM
2960
Guinness Atkinson Asset Management
California
$8.14M -$469K -1,080 -6%
TC
2961
Tairen Capital
Hong Kong
$8.13M -$109M -251,943 -94%
BI
2962
Ballast Inc
Kentucky
$8.13M -$14.3K -33 -0.2%
PWS
2963
Peloton Wealth Strategists
Indiana
$8.12M +$1.3K +3 +0%
SCM
2964
Summerhill Capital Management
Ontario, Canada
$8.11M -$33.9K -78 -0.5%
HIMS
2965
Hager Investment Management Services
New Hampshire
$8.1M -$252K -580 -3%
GWP
2966
Gateway Wealth Partners
Wisconsin
$8.09M +$396K +911 +6%
EA
2967
Ellsworth Advisors
Ohio
$8.09M +$149K +343 +2%
WSA
2968
Warm Springs Advisors
California
$8.09M +$1.11M +2,552 +19%
RFA
2969
ROI Financial Advisors
Oregon
$8.08M -$260K -598 -4%
LC
2970
Legacy CG
Texas
$8.08M -$504K -1,160 -7%
NED
2971
Nancy E. Dempze
$8.07M +$218K +503 +3%
AWP
2972
Accretive Wealth Partners
New Jersey
$8.06M +$76.9K +177 +1%
FA
2973
Financial Avengers
California
$8.06M +$19.5K +45 +0.3%
UW
2974
Unique Wealth
Florida
$8.05M +$260K +599 +4%
CWM
2975
C2C Wealth Management
Arizona
$8.05M – – –
117 118
119
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