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Name Holding Trade Value Shares
Change 		Change in
Stake
IMT
3401
Investment Management Trust
Massachusetts
$4.81M +$5.44M +12,994 New
PWMG
3402
Pinnacle Wealth Management Group
Michigan
$4.8M -$184K -440 -3%
EGM
3403
Encore Global Management
Texas
$4.79M +$5.42M +12,950 New
RI
3404
Ruggiero Investments
Florida
$4.79M +$314K +751 +6%
RCM
3405
Raleigh Capital Management
North Carolina
$4.79M +$97.1K +232 +2%
DCM
3406
Davidson Capital Management
Texas
$4.78M +$2.09M +4,988 +63%
SH
3407
SLT Holdings
Arizona
$4.77M +$1.13M +2,701 +27%
AWAU
3408
Alliance Wealth Advisors (Utah)
Utah
$4.77M -$1.71M -4,091 -24%
GAA
3409
Guardian Asset Advisors
Pennsylvania
$4.77M -$295K -706 -5%
CWM
3410
Cabot Wealth Management
Massachusetts
$4.77M -$146K -349 -3%
WAM
3411
Wernau Asset Management
Massachusetts
$4.76M +$72.8K +174 +1%
DFCM
3412
Dark Forest Capital Management
Puerto Rico
$4.76M -$1.88M -4,494 -26%
WWM
3413
Whalen Wealth Management
Nevada
$4.76M +$725K +1,732 +16%
AW
3414
Alchemi Wealth
Connecticut
$4.75M -$44.4K -106 -0.8%
TBNY
3415
Trustco Bank (New York)
New York
$4.75M +$18K +43 +0.3%
AMG
3416
Advisors Management Group
Wisconsin
$4.74M -$791K -1,891 -13%
MAG
3417
MRA Advisory Group
New Jersey
$4.74M +$187K +448 +4%
PWM
3418
Platt Wealth Management
California
$4.74M -$1.19M -2,834 -18%
IPAM
3419
Investment Partners Asset Management
New Jersey
$4.73M +$111K +265 +2%
LFIA
3420
Legacy Financial Independent Advisors
Kentucky
$4.73M +$5.35M +12,787 New
CYG
3421
Clean Yield Group
Vermont
$4.73M – – –
GAA
3422
Global Assets Advisory
Florida
$4.73M +$943K +2,253 +21%
IF
3423
Ironwood Financial
Arizona
$4.73M +$33.1K +79 +0.6%
NFA
3424
Northern Financial Advisors
Michigan
$4.73M +$1.41M +3,376 +36%
FWP
3425
Forefront Wealth Partners
Texas
$4.73M +$1.18M +2,828 +28%
135 136
137
138 139