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Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
3476
RF&L Wealth Management
Massachusetts
$4.35M – – –
AMG
3477
Asset Management Group
Connecticut
$4.33M +$17.4K +43 +0.4%
NFG
3478
Norris Financial Group
South Carolina
$4.32M -$62.3K -154 -1%
GP
3479
Greenline Partners
New York
$4.31M -$19K -47 -0.5%
MAM
3480
MWA Asset Management
Massachusetts
$4.31M -$23.5K -58 -0.6%
1CP
3481
17 Capital Partners
Arizona
$4.31M – – –
SFA
3482
Source Financial Advisors
New York
$4.31M -$199K -492 -5%
EWA
3483
Etesian Wealth Advisors
Oregon
$4.3M -$43.7K -108 -1%
WHC
3484
Wulff, Hansen & Co
California
$4.3M -$285K -705 -6%
MCI
3485
MRP Capital Investments
Georgia
$4.3M +$49.8K +123 +1%
OWA
3486
Opal Wealth Advisors
New York
$4.28M -$281K -695 -6%
HIM
3487
Hillsdale Investment Management
Ontario, Canada
$4.28M +$52.6K +130 +1%
BBNB
3488
Baker Boyer National Bank
Washington
$4.27M -$182K -450 -4%
NJBEST
3489
New Jersey Better Educational Savings Trust
New Jersey
$4.26M – – –
PBT
3490
Pictet Bank & Trust
Bahamas
$4.26M -$440K -1,087 -10%
UOC
3491
UBS O'Connor
Illinois
$4.24M -$6.09M -15,045 -60%
PWM
3492
Peterson Wealth Management
Nevada
$4.24M +$695K +1,718 +21%
WAM
3493
WealthTrust Asset Management
Florida
$4.24M +$1.05M +2,588 +35%
SFC
3494
Swisher Financial Concepts
Ohio
$4.22M +$810 +2 +0%
LC
3495
Landaas & Company
Wisconsin
$4.22M +$39.7K +98 +1%
TSWM
3496
Tyler-Stone Wealth Management
Ohio
$4.22M +$225K +557 +6%
CA
3497
Carson Advisory
Georgia
$4.2M +$55.9K +138 +1%
TSW
3498
Three Seasons Wealth
Utah
$4.2M +$929K +2,296 +30%
CSC
3499
Caldwell Sutter Capital
California
$4.19M -$173K -428 -4%
EFA
3500
Evernest Financial Advisors
Indiana
$4.19M -$496K -1,225 -10%
138 139
140
141 142