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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2051
Broadwater Capital
Massachusetts
$16.3M -$925K -2,190 -6%
QC
2052
Quent Capital
New York
$16.3M +$256K +607 +2%
VBFG
2053
Vishria Bird Financial Group
Tennessee
$16.3M -$98.4K -233 -0.6%
BONH
2054
Bank of New Hampshire
New Hampshire
$16.3M -$53.6K -127 -0.3%
EBT
2055
Enterprise Bank & Trust
Massachusetts
$16.3M +$287K +680 +2%
PGA
2056
Portland Global Advisors
Maine
$16.2M -$284K -672 -2%
RRA
2057
Round Rock Advisors
Connecticut
$16.2M +$144K +340 +0.9%
LFP
2058
Leeward Financial Partners
Washington
$16.2M +$250K +592 +2%
HBWM
2059
Hollow Brook Wealth Management
New York
$16.2M +$1.87M +4,428 +14%
MWA
2060
Midland Wealth Advisors
Illinois
$16.1M +$529K +1,252 +4%
LA
2061
LM Advisors
California
$16.1M -$2.72M -6,443 -15%
PFGIA
2062
Patriot Financial Group Insurance Agency
Massachusetts
$16.1M +$2.73M +6,457 +22%
MPIM
2063
McGinn Penninger Investment Management
Virginia
$16.1M -$171K -405 -1%
CIAS
2064
Capital Investment Advisory Services
North Carolina
$16.1M -$55.7K -132 -0.4%
BCA
2065
Bay Colony Advisors
Massachusetts
$16.1M +$236K +559 +2%
UWM
2066
Udine Wealth Management
Florida
$16.1M -$33.8K -80 -0.2%
LWL
2067
Leo Wealth LLC
Texas
$16.1M +$233K +551 +2%
PAIM
2068
Punch & Associates Investment Management
Minnesota
$16.1M -$2.6M -6,145 -15%
SFP
2069
Shepherd Financial Partners
Massachusetts
$16.1M +$640K +1,516 +4%
CIM
2070
Chiron Investment Management
New York
$16M +$1.85M +4,385 +14%
NCM
2071
Northwest Capital Management
Oregon
$16M -$2.21M -5,233 -13%
RCA
2072
Resonant Capital Advisors
Wisconsin
$15.9M +$786K +1,861 +6%
LI
2073
Lafayette Investments
Maryland
$15.9M +$202K +479 +1%
RFM
2074
Royal Fund Management
Florida
$15.9M -$3.21M -7,610 -18%
SWK
2075
Stephen W. Kidder
$15.9M -$118K -279 -0.8%
81 82
83
84 85