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Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
2876
Fulton Breakefield Broenniman
Maryland
$2.58M +$60.4K +597 +3%
AWM
2877
Ameliora Wealth Management
Switzerland
$2.57M -$1.86M -18,400 -47%
BW
2878
BIP Wealth
Georgia
$2.57M -$220K -2,174 -9%
PWA
2879
Providence Wealth Advisors
Illinois
$2.57M +$2.13M +21,075 New
LA
2880
Lakeside Advisors
Washington
$2.57M – – –
PFG
2881
PAX Financial Group
Texas
$2.56M +$795K +7,861 +61%
GCM
2882
Greenland Capital Management
New York
$2.56M -$3.49M -34,499 -62%
SA
2883
Scarborough Advisors
Maryland
$2.56M +$20.2K +200 +1%
BFW
2884
Brady Family Wealth
Missouri
$2.55M +$21.5K +213 +1%
IF
2885
Integrity Financial
Wyoming
$2.54M +$60.5K +598 +3%
ADIM
2886
Alpha DNA Investment Management
Maryland
$2.54M +$506 +5 +0%
KMWM
2887
Keudell/Morrison Wealth Management
Oregon
$2.54M +$44.9K +444 +2%
GSIS
2888
Global Strategic Investment Solutions
Arizona
$2.53M -$151K -1,497 -7%
GFG
2889
Goldstone Financial Group
Illinois
$2.53M +$299K +2,960 +17%
UBV
2890
United Bank (Virginia)
Virginia
$2.53M +$311K +3,078 +18%
BAM
2891
Bosun Asset Management
Illinois
$2.53M -$728K -7,204 -26%
LA
2892
Latitude Advisors
Florida
$2.52M -$128K -1,267 -6%
JSAM
2893
J. Safra Asset Management
New York
$2.51M +$1.03M +10,160 +100%
AAM
2894
Aureus Asset Management
Massachusetts
$2.5M +$480K +4,743 +31%
CWA
2895
Choice Wealth Advisors
Maine
$2.5M +$35.2K +348 +2%
TCG
2896
Transcendent Capital Group
Oklahoma
$2.5M -$525K -5,195 -20%
HFM
2897
Hartford Funds Management
Pennsylvania
$2.5M -$204K -2,020 -9%
CW
2898
Cook Wealth
North Carolina
$2.5M -$3.03K -30 -0.1%
NB
2899
Northwest Bancshares
Pennsylvania
$2.5M -$722K -7,145 -26%
GFG
2900
Greystone Financial Group
Michigan
$2.49M +$144K +1,425 +8%
114 115
116
117 118