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Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
1201
Comprehensive Financial Consultants Institutional
Indiana
$645K +$122K +1,651 +19%
SA
1202
SRN Advisors
Pennsylvania
$642K -$20.9K -284 -3%
RYIA
1203
Roehl & Yi Investment Advisors
Oregon
$642K +$3.9K +53 +0.5%
SWP
1204
Sagespring Wealth Partners
Tennessee
$639K +$393K +5,345 +113%
MC
1205
Matisse Capital
Oregon
$639K +$133K +1,810 +22%
DL
1206
DOHJ LLC
Washington
$637K +$373K +5,065 +102%
AA
1207
Argent Advisors
Louisiana
$636K +$303K +4,118 +70%
PIP
1208
Peachtree Investment Partners
Florida
$636K -$22.3K -303 -3%
NCM
1209
NCM Capital Management
New Jersey
$636K -$29.4K -400 -4%
NG
1210
Norden Group
Utah
$636K -$332K -4,510 -31%
SACTSONJ
1211
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$635K – – –
CD
1212
Chapin Davis
Maryland
$632K -$108K -1,471 -13%
KLCM
1213
KG&L Capital Management
Louisiana
$627K +$352K +4,776 +94%
SWM
1214
Spire Wealth Management
Virginia
$627K +$30.6K +416 +4%
LC
1215
Lincoln Capital
Nebraska
$626K – – –
RBWA
1216
RFG - Bristol Wealth Advisors
Massachusetts
$625K +$156K +2,125 +28%
PIM
1217
Profit Investment Management
Maryland
$624K -$84.9K -1,153 -10%
EAM
1218
Erste Asset Management
Austria
$624K -$174K -2,362 -19%
FB
1219
Fulton Bank
Pennsylvania
$621K -$188K -2,549 -21%
WWM
1220
Waterway Wealth Management
Texas
$621K +$720K +9,781 New
RA
1221
RFG Advisory
Alabama
$619K +$74.4K +1,011 +12%
BB
1222
Berkshire Bank
Massachusetts
$617K -$97.4K -1,323 -12%
CCFM
1223
Clear Creek Financial Management
Washington
$613K +$510K +6,926 +253%
TWM
1224
Topsail Wealth Management
North Carolina
$611K +$435K +5,914 +162%
NW
1225
NewEdge Wealth
Pennsylvania
$609K +$210K +2,847 +42%
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