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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2551
Telligent Fund
Hong Kong
$9.6M – – –
RMP
2552
Richards, Merrill & Peterson
Washington
$9.59M +$137K +666 +1%
GA
2553
GSG Advisors
New Jersey
$9.58M +$148K +722 +2%
FGP
2554
Foyston, Gordon, & Payne
Ontario, Canada
$9.58M +$9.76M +47,475 New
ERWM
2555
Elk River Wealth Management
Colorado
$9.55M -$338K -1,645 -3%
WIM
2556
Westside Investment Management
California
$9.54M +$218K +1,062 +2%
EL
2557
Essex LLC
Illinois
$9.53M -$1.48M -7,198 -13%
BWM
2558
Bosman Wealth Management
California
$9.53M -$94.4K -459 -1%
OCM
2559
Outlook Capital Management
Illinois
$9.51M +$9.77M +47,528 New
FCG
2560
Fielder Capital Group
Tennessee
$9.51M +$49.8K +242 +0.5%
CWP
2561
Curated Wealth Partners
California
$9.5M +$259K +1,260 +3%
GC
2562
Garde Capital
Washington
$9.49M -$247K -1,202 -2%
OWMIAS
2563
One Wealth Management Investment & Advisory Services
Florida
$9.48M -$1.02M -4,970 -9%
NCM
2564
Northside Capital Management
Oregon
$9.48M +$1.39M +6,770 +17%
TCPG
2565
Trivant Custom Portfolio Group
California
$9.48M -$232K -1,129 -2%
AEPWM
2566
Atlantic Edge Private Wealth Management
Florida
$9.47M +$24.3K +118 +0.2%
SGWP
2567
Sun Group Wealth Partners
California
$9.46M +$491K +2,387 +5%
CCM
2568
Cinctive Capital Management
New York
$9.46M -$19.2M -93,227 -66%
CAC
2569
Certified Advisory Corp
Florida
$9.46M -$345K -1,676 -3%
GA
2570
Greenspring Advisors
Maryland
$9.45M +$247K +1,201 +3%
CIA
2571
Cladis Investment Advisory
Montana
$9.45M -$165K -801 -2%
MHC
2572
May Hill Capital
Massachusetts
$9.44M +$856K +4,163 +10%
RPCONE
2573
Retirement Planning Company of New England
Rhode Island
$9.42M -$1.14M -5,550 -11%
DW30
2574
Drucker Wealth 3.0
New Jersey
$9.41M +$211K +1,026 +2%
APC
2575
Aspire Private Capital
North Carolina
$9.41M +$175K +849 +2%
101 102
103
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