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Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
3226
Relative Value Partners Group
$3.04M +$753K +2,502 +34%
DOA
3227
D'Orazio & Associates
Virginia
$3.04M -$74.3K -247 -2%
DWM
3228
Dorchester Wealth Management
Quebec, Canada
$3.03M +$420K +1,395 +22%
RC
3229
RBO & Co
California
$3.03M – – –
NG
3230
Northstar Group
New York
$3.03M +$25.6K +85 +0.9%
HLOC
3231
H.L. Ormond & Company
North Carolina
$3.02M -$37.9K -126 -1%
ITIM
3232
Indiana Trust & Investment Management
Indiana
$3.02M -$27.1K -90 -0.9%
PC
3233
Pecaut & Co
Iowa
$3.02M -$3.91K -13 -0.1%
TWM
3234
Thrive Wealth Management
Pennsylvania
$3.02M +$328K +1,090 +13%
CSI
3235
Cross Staff Investments
New York
$3.02M +$60.5K +201 +2%
PFP
3236
Paragon Financial Partners
California
$3.01M +$903 +3 +0%
LWM
3237
Ledge Wealth Management
Minnesota
$3.01M +$2.94M +9,764 New
WPWM
3238
Western Pacific Wealth Management
Illinois
$3.01M +$5.42K +18 +0.2%
OFG
3239
Oxford Financial Group
Indiana
$3.01M -$1.45M -4,831 -33%
PTC
3240
Provident Trust Company
Wisconsin
$3.01M – – –
PW
3241
Peninsula Wealth
California
$2.99M +$106K +352 +4%
TCM
3242
Triumph Capital Management
Colorado
$2.99M +$892K +2,966 +44%
GSWM
3243
Greenup Street Wealth Management
Michigan
$2.99M +$733K +2,438 +34%
EHWM
3244
Eads & Heald Wealth Management
Georgia
$2.98M -$43K -143 -1%
AA
3245
Aire Advisors
California
$2.98M +$587K +1,952 +25%
BWM
3246
BT Wealth Management
Georgia
$2.97M -$1.24M -4,106 -30%
PWA
3247
Primoris Wealth Advisors
Florida
$2.97M +$30.1K +100 +1%
RWI
3248
Red Wave Investments
Pennsylvania
$2.96M +$192K +638 +7%
IIL
3249
Insight Inv LLC
California
$2.95M -$43.6K -145 -1%
BC
3250
Bowman & Company
Wisconsin
$2.95M +$210K +697 +8%
128 129
130
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