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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3201
Sovereign Financial Group
Connecticut
$7.22M -$372K -743 -5%
CIA
3202
Citadel Investment Advisory
Ohio
$7.21M -$5.01K -10 -0.1%
SDP
3203
Sentinel Dome Partners
California
$7.21M +$7.47M +14,900 New
V
3204
ViaWealth
Kansas
$7.2M -$406K -810 -5%
MWM
3205
Manske Wealth Management
Texas
$7.2M +$14K +28 +0.2%
CP
3206
Covenant Partners
Tennessee
$7.19M +$21.5K +43 +0.3%
BFS
3207
BridgePort Financial Solutions
Iowa
$7.19M -$1.02M -2,030 -12%
MWM
3208
Marion Wealth Management
Pennsylvania
$7.18M +$50.1K +100 +0.7%
UWPG
3209
Ullmann Wealth Partners Group
Florida
$7.18M -$16K -32 -0.2%
PFG
3210
Putney Financial Group
California
$7.18M +$1.1M +2,203 +17%
WIM
3211
Walsky Investment Management
Pennsylvania
$7.18M +$7.44M +14,844 New
VPW
3212
Variant Private Wealth
Virginia
$7.16M -$16.5K -33 -0.2%
NFG
3213
Northbridge Financial Group
Florida
$7.15M +$7.41M +14,793 New
MPCA
3214
Madison Park Capital Advisors
Washington
$7.15M +$23.6K +47 +0.3%
BAM
3215
BOCHK Asset Management
Hong Kong
$7.15M +$1.9M +3,800 +35%
RIA
3216
Realta Investment Advisors
Delaware
$7.14M +$450K +898 +6%
SWM
3217
Sandro Wealth Management
New Jersey
$7.13M +$7.39M +14,753 New
KTM
3218
Keeler Thomas Management
Utah
$7.13M -$145K -290 -2%
SPWG
3219
Syntegra Private Wealth Group
Missouri
$7.13M -$107K -213 -1%
CASB
3220
Cape Ann Savings Bank
Massachusetts
$7.13M -$48.1K -96 -0.6%
PIM
3221
Peregrine Investment Management
Ontario, Canada
$7.12M -$2.26M -4,517 -23%
WW
3222
Waterfront Wealth
Kansas
$7.12M +$22K +44 +0.3%
SAMU
3223
Stenham Asset Management UK
$7.11M -$1.15M -2,300 -14%
RSC
3224
Red Spruce Capital
Pennsylvania
$7.11M +$55.6K +111 +0.8%
SCM
3225
Stanley Capital Management
Texas
$7.11M – – –
127 128
129
130 131