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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3826
Mascagni Wealth Management
Mississippi
$3.2M – – –
MDSL
3827
M.D. Sass LLC
New York
$3.2M -$517K -1,269 -13%
FH
3828
FWG Holdings
Florida
$3.2M -$337K -826 -9%
VWM
3829
Vigilare Wealth Management
Arizona
$3.2M +$19.2K +47 +0.6%
BC
3830
Barrett & Company
Rhode Island
$3.19M -$3.67K -9 -0.1%
EWM
3831
Evergreen Wealth Management
Michigan
$3.19M +$22.8K +56 +0.7%
CBT
3832
CoreFirst Bank & Trust
Kansas
$3.19M -$247K -607 -7%
KW
3833
Keyvantage Wealth
Pennsylvania
$3.19M +$63.6K +156 +2%
4WM
3834
49 Wealth Management
Texas
$3.18M -$99.5K -244 -3%
CMP
3835
Coston McIsaac & Partners
Maine
$3.18M +$57.9K +142 +2%
SC
3836
Saybrook Capital
North Carolina
$3.18M +$2.51M +6,160 +267%
TCM
3837
Tributary Capital Management
Nebraska
$3.18M -$119K -293 -3%
FF
3838
Farrell Financial
New York
$3.18M +$44.8K +110 +1%
PFWA
3839
Paces Ferry Wealth Advisors
Georgia
$3.18M -$110K -269 -3%
NCTC
3840
New Covenant Trust Company
Indiana
$3.18M -$75K -184 -2%
FA
3841
Fedenia Advisers
Wisconsin
$3.18M +$77.1K +189 +2%
IFS
3842
Ifrah Financial Services
Arkansas
$3.18M -$74.6K -183 -2%
EIP
3843
Ellis Investment Partners
Pennsylvania
$3.18M -$141K -347 -4%
SF
3844
Safeguard Financial
Wisconsin
$3.17M +$12.2K +30 +0.4%
HCG
3845
Haven Capital Group
California
$3.17M -$82.4K -202 -2%
CMAI
3846
Capital Management Associates Inc
Minnesota
$3.17M +$70.1K +172 +2%
JFGLC
3847
Johnson Financial Group LLC (Colorado)
Colorado
$3.17M +$3.44M +8,443 New
CAGAS
3848
Capital Advisory Group Advisory Services
Minnesota
$3.17M +$51.8K +127 +2%
PWM
3849
Partnership Wealth Management
Maryland
$3.16M -$46.1K -113 -1%
WH
3850
Willner & Heller
California
$3.16M +$106K +260 +3%
152 153
154
155 156