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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
3226
Rossby Financial
Florida
$5.42M +$1.91M +4,554 +45%
DM
3227
Diversified Management
Wisconsin
$5.41M +$619K +1,479 +11%
WPA
3228
Winning Points Advisors
Florida
$5.41M -$62.8K -150 -1%
HIC
3229
Harvey Investment Company
Kentucky
$5.41M – – –
CP
3230
Cornerstone Planning
North Carolina
$5.4M +$520K +1,242 +9%
CASB
3231
Cape Ann Savings Bank
Massachusetts
$5.4M -$61.1K -146 -1%
WAM
3232
Werlinich Asset Management
Connecticut
$5.4M +$25.1K +60 +0.4%
AWG
3233
Altus Wealth Group
Colorado
$5.4M +$24.7K +59 +0.4%
WAS
3234
Westco Advisory Services
New York
$5.4M -$24.3K -58 -0.4%
CIA
3235
Citadel Investment Advisory
Ohio
$5.39M -$146K -349 -2%
RYIA
3236
Roehl & Yi Investment Advisors
Oregon
$5.39M +$521K +1,246 +2%
CWA
3237
Crux Wealth Advisors
California
$5.38M +$86.6K +207 +1%
AA
3238
Acorns Advisers
California
$5.38M +$1.3M +3,099 +27%
PAG
3239
Powers Advisory Group
Illinois
$5.38M +$44.4K +106 +0.7%
RIA
3240
Realta Investment Advisors
Delaware
$5.38M -$92.9K -222 -2%
GPWM
3241
Grant Private Wealth Management
California
$5.37M +$2.21M +5,276 +57%
TPWA
3242
Twin Peaks Wealth Advisors
California
$5.37M -$85.4K -204 -1%
MUAMU
3243
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.37M -$293K -700 -5%
TWM
3244
Trueblood Wealth Management
Ohio
$5.37M +$45.2K +108 +0.8%
ES
3245
Eagle Strategies
New York
$5.36M +$360K +860 +6%
IIM
3246
InTrack Investment Management
Vermont
$5.36M +$322K +770 +6%
CCG
3247
Coastwise Capital Group
California
$5.36M +$1.35M +3,229 +29%
AF
3248
AGP Franklin
Tennessee
$5.36M +$552K +1,320 +10%
EM
3249
ELCO Management
New York
$5.35M +$546K +1,305 +10%
MFWP
3250
Mosaic Family Wealth Partners
Missouri
$5.34M +$1.77M +4,237 +42%
128 129
130
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