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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3076
Sovereign Financial Group
Connecticut
$7.52M -$175K -402 -3%
WW
3077
Waterfront Wealth
Kansas
$7.52M -$18.7K -43 -0.3%
CG
3078
Corundum Group
Colorado
$7.52M -$356K -820 -5%
BTWM
3079
Brass Tax Wealth Management
Ohio
$7.51M +$409K +942 +7%
BA
3080
Bluesphere Advisors
Pennsylvania
$7.51M -$8.69K -20 -0.1%
AC
3081
AlpenGlobal Capital
California
$7.5M -$91.6K -211 -1%
WI
3082
Westbourne Investments
Virginia
$7.5M -$2.56M -5,889 -28%
AFG
3083
ABLE Financial Group
Arizona
$7.49M -$36.5K -84 -0.6%
KOC
3084
Koss-Olinger Consulting
Florida
$7.48M -$162K -372 -2%
CASB
3085
Cape Ann Savings Bank
Massachusetts
$7.47M -$686K -1,580 -10%
MWM
3086
Manske Wealth Management
Texas
$7.47M -$114K -262 -2%
WAM
3087
Werlinich Asset Management
Connecticut
$7.46M – – –
VPW
3088
Variant Private Wealth
Virginia
$7.46M -$29.5K -68 -0.5%
MPCA
3089
Madison Park Capital Advisors
Washington
$7.46M -$200K -460 -3%
HWM
3090
Hemington Wealth Management
Virginia
$7.46M +$333K +766 +5%
CWA
3091
Consilium Wealth Advisory
Texas
$7.45M -$15.2K -35 -0.2%
WG
3092
Winton Group
United Kingdom
$7.45M +$4.23M +9,740 +186%
BW
3093
BIP Wealth
Georgia
$7.45M +$423K +975 +7%
BC
3094
Bowman & Company
Wisconsin
$7.44M +$48.2K +111 +0.7%
AI
3095
AXS Investments
New York
$7.44M +$221K +508 +4%
IWM
3096
Integris Wealth Management
California
$7.43M +$82.1K +189 +1%
SIA
3097
Schear Investment Advisers
Ohio
$7.43M -$110K -253 -2%
SCA
3098
Sandy Cove Advisors
Massachusetts
$7.43M +$681K +1,568 +12%
AGAM
3099
Audent Global Asset Management
California
$7.43M -$43.9K -101 -0.7%
CIA
3100
Citadel Investment Advisory
Ohio
$7.42M -$414K -954 -6%
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