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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3051
Marion Wealth Management
Pennsylvania
$6.49M +$177K +413 +3%
SLC
3052
Second Line Capital
Louisiana
$6.49M +$382K +894 +6%
TFM
3053
TFC Financial Management
Massachusetts
$6.49M +$351K +820 +6%
FA
3054
Financial Advisors
Massachusetts
$6.48M +$6.41K +15 +0.1%
CPA
3055
Capital Performance Advisors
California
$6.48M +$568K +1,329 +10%
AAA
3056
Adams Asset Advisors
Texas
$6.47M – – –
CFAM
3057
Center For Asset Management
Florida
$6.47M +$118K +277 +2%
S
3058
Sunpointe
Missouri
$6.47M +$345K +807 +6%
WAM
3059
Werlinich Asset Management
Connecticut
$6.45M – – –
LA
3060
LexAurum Advisors
Kansas
$6.45M +$78.2K +183 +1%
GGA
3061
Granite Group Advisors
Connecticut
$6.45M -$71.8K -168 -1%
ATWA
3062
Arbor Trust Wealth Advisors
Michigan
$6.45M – – –
BCP
3063
Berkeley Capital Partners
Georgia
$6.45M +$272K +636 +4%
HIIFS
3064
Harel Insurance Investments & Financial Services
Israel
$6.45M -$182K -426 -3%
CGA
3065
Crescent Grove Advisors
Illinois
$6.45M -$339K -794 -5%
WIM
3066
Wittenberg Investment Management
Massachusetts
$6.43M -$103K -240 -2%
AFA
3067
AllGen Financial Advisors
Florida
$6.43M +$423K +990 +7%
BRG
3068
Bay Rivers Group
Virginia
$6.42M +$122K +286 +2%
OL
3069
Owen LaRue
Kentucky
$6.41M -$106K -248 -2%
ABWM
3070
Alpine Bank Wealth Management
Colorado
$6.4M +$6.36M +14,882 New
SMA
3071
Seven Mile Advisory
New Jersey
$6.38M +$525K +1,229 +9%
SA
3072
Shilanski & Associates
Alaska
$6.37M -$133K -310 -2%
SRC
3073
Sage Rhino Capital
California
$6.37M +$20.5K +48 +0.3%
OBWG
3074
Onyx Bridge Wealth Group
New York
$6.36M +$73.5K +172 +1%
HIC
3075
Harvey Investment Company
Kentucky
$6.35M – – –
121 122
123
124 125