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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3426
Pathway Financial Advisers
Indiana
$4.73M +$738K +1,764 +16%
SSCA
3427
South Shore Capital Advisors
Massachusetts
$4.73M -$131K -314 -2%
CP
3428
Clarendon Private
Massachusetts
$4.72M +$522K +1,247 +11%
WIM
3429
Wiregrass Investment Management
Georgia
$4.72M +$623K +1,490 +13%
NF
3430
Nvest Financial
New Hampshire
$4.71M +$231K +553 +5%
OCM
3431
Orser Capital Management
Texas
$4.7M +$36.4K +87 +0.7%
SDWMA
3432
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.7M -$254K -607 -5%
TGY2IT
3433
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$4.7M +$5.31M +12,700 New
WCM
3434
WealthBridge Capital Management
Ohio
$4.7M +$124K +296 +2%
PRP
3435
Peak Retirement Planning
Ohio
$4.7M +$1.06M +2,544 +25%
DCM
3436
Dimension Capital Management
Florida
$4.7M -$236K -565 -4%
PCA
3437
Peddock Capital Advisors
Massachusetts
$4.7M +$36K +86 +0.7%
MIM
3438
Montgomery Investment Management
Maryland
$4.69M +$260K +621 +5%
SFG
3439
Strive Financial Group
Indiana
$4.68M +$9.62K +23 +0.2%
PCMF
3440
Private Capital Management (Florida)
Florida
$4.68M +$942K +2,251 +22%
BM
3441
Berman McAleer
Maryland
$4.67M -$608K -1,452 -10%
AMG
3442
Asset Management Group
Connecticut
$4.67M +$93.3K +223 +2%
VWMG
3443
Virginia Wealth Management Group
Virginia
$4.67M +$457K +1,093 +9%
TCM
3444
Triumph Capital Management
Colorado
$4.67M +$1.56M +3,736 +42%
SFCL
3445
Strengthening Families & Communities LLC
Massachusetts
$4.66M +$5.27M +12,599 New
BCM
3446
Bienville Capital Management
New York
$4.66M -$553K -1,322 -10%
CGA
3447
Crescent Grove Advisors
Illinois
$4.66M -$128K -306 -2%
HNWAG
3448
High Net Worth Advisory Group
Florida
$4.65M +$22.2K +53 +0.4%
EWA
3449
Etesian Wealth Advisors
Oregon
$4.65M +$32.2K +77 +0.6%
CV
3450
Counterweight Ventures
North Carolina
$4.64M -$119K -284 -2%
136 137
138
139 140