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Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1251
Albert D. Mason Inc
Massachusetts
$1.04M +$62.6K +335 +6%
CSP
1252
Cary Street Partners
Virginia
$1.03M +$225K +1,205 +27%
DWP
1253
Daymark Wealth Partners
Ohio
$1.03M +$249K +1,335 +31%
CCG
1254
Ceeto Capital Group
Florida
$1.03M +$934K +5,000 +813%
FWCM
1255
Ferguson Wellman Capital Management
Oregon
$1.03M -$594K -3,180 -36%
WFI
1256
West Family Investments
California
$1.03M +$162K +865 +18%
GKWIM
1257
Gerber Kawasaki Wealth & Investment Management
California
$1.03M +$42K +225 +4%
FA
1258
Fedenia Advisers
Wisconsin
$1.02M -$51.4K -275 -5%
OFS
1259
Orrstown Financial Services
Pennsylvania
$1.02M +$155K +830 +18%
TBC
1260
Ted Buchan & Co
California
$1.02M +$292K +1,565 +39%
BWP
1261
Balboa Wealth Partners
Arizona
$1.02M -$103K -550 -9%
RGF
1262
Retirement Guys Formula
Ohio
$1.02M +$1.03M +5,530 New
LB
1263
Legacy Bridge
Iowa
$1.02M +$6.54K +35 +0.6%
WI
1264
WrapManager Inc
California
$1.01M -$409K -2,190 -28%
PWP
1265
Perfromance Wealth Partners
Illinois
$1.01M -$28K -150 -3%
OHIS
1266
Oak Harvest Investment Services
Texas
$1.01M +$29.9K +160 +3%
TCOV
1267
Trust Company of Vermont
Vermont
$1.01M +$3.74K +20 +0.4%
AG
1268
AlTi Global
New York
$1.01M +$47.6K +255 +5%
ANBT
1269
American National Bank & Trust
Texas
$1.01M -$4.67K -25 -0.5%
GSEP
1270
Golden State Equity Partners
California
$1M +$18.7K +100 +2%
NL
1271
NVWM LLC
Pennsylvania
$1M +$12.1K +65 +1%
GAA
1272
Global Assets Advisory
Florida
$1M +$186K +995 +22%
FFM
1273
Forum Financial Management
Illinois
$999K -$29K -155 -3%
PA
1274
Probity Advisors
Texas
$999K -$9.34K -50 -0.9%
BI
1275
BlueSpruce Investments
Illinois
$998K – – –
49 50
51
52 53