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Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
1701
Brady Martz Wealth Solutions
North Dakota
$632K +$82.8K +361 +19%
PWG
1702
Portside Wealth Group
Utah
$632K +$134K +582 +36%
SI
1703
Sava Infond
Slovenia
$628K +$505K +2,200 New
RA
1704
Rise Advisors
New York
$628K -$8.72K -38 -2%
AF
1705
Advisornet Financial
Minnesota
$625K -$14.2K -62 -3%
SCM
1706
Spreng Capital Management
Ohio
$625K -$161K -700 -24%
SSCA
1707
South Shore Capital Advisors
Massachusetts
$624K +$502K +2,186 New
FHC
1708
First Heartland Consultants
Missouri
$622K -$8.72K -38 -2%
BAM
1709
Blueshift Asset Management
New Jersey
$620K -$977K -4,258 -66%
CWS
1710
Cypress Wealth Services
California
$620K +$56.7K +247 +13%
BIAS
1711
Beacon Investment Advisory Services
New Jersey
$618K -$123K -534 -20%
RCG
1712
Ruane, Cunniff & Goldfarb
New York
$617K – – –
CP
1713
Canopy Partners
Ohio
$617K +$66.8K +291 +16%
APP
1714
Avantax Planning Partners
Iowa
$617K +$50.2K +219 +11%
MFG
1715
Magnus Financial Group
New York
$616K +$28.5K +124 +6%
UB
1716
Umpqua Bank
Oregon
$615K -$3.21K -14 -0.6%
BOH
1717
Bank of Hawaii
Hawaii
$615K -$918 -4 -0.2%
SSC
1718
Syverson Strege & Co
Iowa
$615K +$27.8K +121 +6%
KA
1719
Klingman & Associates
New York
$614K +$60.8K +265 +14%
SWA
1720
Sax Wealth Advisors
New Jersey
$614K +$494K +2,151 New
NCM
1721
Novare Capital Management
North Carolina
$614K +$5.74K +25 +1%
AGP
1722
Aspire Growth Partners
Florida
$613K +$10.6K +46 +2%
CNB
1723
Camden National Bank
Maine
$612K -$173K -752 -26%
KCM
1724
Kathmere Capital Management
Pennsylvania
$610K +$195K +852 +66%
EWM
1725
EPG Wealth Management
Georgia
$610K -$3.21K -14 -0.7%
67 68
69
70 71