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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
3501
Cooper Investors
Australia
$4.47M -$3.44M -8,219 -41%
HG
3502
Herbst Group
Connecticut
$4.46M -$182K -435 -3%
WG
3503
Wellington Group
Indiana
$4.46M +$555K +1,326 +12%
HC
3504
Hamilton Capital
Ohio
$4.45M -$464K -1,109 -8%
CWI
3505
Conscious Wealth Investments
Florida
$4.45M +$251K +601 +6%
OWMIAS
3506
One Wealth Management Investment & Advisory Services
Florida
$4.45M -$115K -275 -2%
LSWP
3507
Liberty Square Wealth Partners
Pennsylvania
$4.44M -$40.2K -96 -0.8%
WWM
3508
WT Wealth Management
Arizona
$4.44M -$2.83M -6,773 -36%
B
3509
Barings
North Carolina
$4.44M -$670K -1,600 -12%
SMA
3510
Seven Mile Advisory
New Jersey
$4.44M -$4.39M -10,488 -47%
PHIMC
3511
Private Harbour Investment Management & Counsel
Ohio
$4.44M +$525K +1,255 +12%
TAM
3512
Todd Asset Management
Kentucky
$4.44M – – –
CWA
3513
Crusonia Wealth Advisors
Colorado
$4.43M +$354K +845 +8%
BFWA
3514
Benchmark Financial Wealth Advisors
Florida
$4.42M +$280K +668 +6%
SEP
3515
Southland Equity Partners
Missouri
$4.42M +$351K +838 +8%
IAG
3516
Investment Advisory Group
Massachusetts
$4.42M +$127K +303 +3%
LIM
3517
Longfellow Investment Management
Massachusetts
$4.42M +$4.97M +11,885 +20,144%
NRI
3518
NFP Retirement Inc
California
$4.42M -$3.77K -9 -0.1%
MFG
3519
Menard Financial Group
Texas
$4.41M +$64.9K +155 +1%
LWM
3520
Lakeridge Wealth Management
Ohio
$4.41M -$68.6K -164 -1%
5NPW
3521
55 North Private Wealth
Florida
$4.41M -$805K -1,923 -14%
CWM
3522
Castle Wealth Management
Florida
$4.41M +$532K +1,272 +12%
FFG
3523
Fiduciary Financial Group
California
$4.38M +$560K +1,339 +13%
SWMP
3524
Signature Wealth Management Partners
New Jersey
$4.38M +$194K +463 +4%
CCM
3525
Conway Capital Management
California
$4.38M -$52.3K -125 -1%
139 140
141
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