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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
3351
Wealth Quarterback
New Jersey
$2.03M +$155K +588 +7%
SFG
3352
Sovereign Financial Group
Connecticut
$2.03M +$36.4K +138 +2%
MC
3353
Mount Capital
United Kingdom
$2.03M +$2.3M +8,700 New
EDRIA
3354
Edmonds Duncan Registered Investment Advisors
Kansas
$2.02M +$2.64K +10 +0.1%
AIS
3355
American Investment Services
Massachusetts
$2.02M +$2.01M +7,596 +702%
CWM
3356
Concentrum Wealth Management
California
$2.02M +$1.23M +4,676 +117%
TT
3357
TI-Trust
Illinois
$2.01M -$9.24K -35 -0.4%
OFS
3358
OneAscent Financial Services
Alabama
$2.01M -$271K -1,028 -11%
FWM
3359
Focused Wealth Management
New York
$2M -$19.3K -73 -0.8%
CFSG
3360
Clark Financial Services Group
Missouri
$2M +$2.27M +8,600 New
WAM
3361
Walker Asset Management
Missouri
$2M +$42.8K +162 +2%
MWM
3362
Mascoma Wealth Management
New Hampshire
$2M +$142K +538 +7%
MAG
3363
MRA Advisory Group
New Jersey
$2M +$50.7K +192 +2%
NCM
3364
Neumann Capital Management
California
$1.99M -$135K -510 -6%
DLG
3365
Daniel L. Goodwin
$1.99M -$95.1K -360 -4%
WBCM
3366
Wilson & Boucher Capital Management
California
$1.99M -$45.9K -174 -2%
GSIS
3367
Global Strategic Investment Solutions
Arizona
$1.99M +$805K +3,049 +56%
SGCA
3368
Steel Grove Capital Advisors
Tennessee
$1.99M +$84.2K +319 +4%
SFP
3369
Sweet Financial Partners
Minnesota
$1.99M +$88.7K +336 +4%
LB
3370
Legacy Bridge
Iowa
$1.98M – – –
DI
3371
Dalton Investments
Nevada
$1.98M +$2.24M +8,500 New
APW
3372
Acima Private Wealth
Virginia
$1.98M – – –
GPA
3373
Guerra Pan Advisors
New Jersey
$1.98M – – –
EIP
3374
Ellis Investment Partners
Pennsylvania
$1.98M +$18.2K +69 +0.8%
MHR
3375
Matthew Hamilton Rosenberg
$1.98M +$34.6K +131 +2%
133 134
135
136 137