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Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
2876
Abel Hall LLC
Louisiana
$3.81M +$90.3K +655 +2%
LT
2877
Legacy Trust
Michigan
$3.8M -$426K -3,092 -10%
IPW
2878
Impact Partnership Wealth
Georgia
$3.8M +$1.33M +9,619 +51%
FGA
2879
Fortis Group Advisors
New Jersey
$3.8M +$1.68M +12,167 +75%
BAM
2880
Byrne Asset Management
New Jersey
$3.79M +$123K +893 +3%
TAM
2881
Todd Asset Management
Kentucky
$3.79M – – –
CWA
2882
Consilio Wealth Advisors
Washington
$3.79M +$81.5K +591 +2%
FFG
2883
Frisch Financial Group
New York
$3.78M +$96.8K +702 +3%
ATFA
2884
All Terrain Financial Advisors
Minnesota
$3.78M -$96.5K -700 -2%
SRC
2885
Sage Rhino Capital
California
$3.77M +$326K +2,366 +9%
HGERS
2886
Householder Group Estate & Retirement Specialist
Arizona
$3.77M -$4.8M -34,838 -55%
RYIA
2887
Roehl & Yi Investment Advisors
Oregon
$3.77M +$3.87M +28,044 New
CPSC
2888
Carl P. Sherr & Co
Massachusetts
$3.77M +$148K +1,071 +4%
SJIM
2889
St. Johns Investment Management
Florida
$3.76M -$50.3K -365 -1%
DIP
2890
DT Investment Partners
Pennsylvania
$3.76M +$105K +762 +3%
TI
2891
TrueMark Investments
Illinois
$3.75M -$310K -2,252 -7%
VCM
2892
Versant Capital Management
Arizona
$3.75M +$1.22M +8,852 +46%
NFA
2893
Northwest Financial Advisors
Virginia
$3.74M +$551 +4 +0%
EC
2894
Estate Counselors
Wisconsin
$3.74M – – –
SPW
2895
Sonoma Private Wealth
California
$3.74M +$828K +6,010 +28%
YP
2896
YANKCOM Partnership
South Dakota
$3.74M +$3.83M +27,823 New
AIA
2897
Angeles Investment Advisors
California
$3.73M -$1.93M -13,976 -33%
PFG
2898
PAX Financial Group
Texas
$3.72M +$234K +1,695 +7%
VNA
2899
Valley National Advisers
Pennsylvania
$3.72M +$212K +1,538 +6%
ONSWM
2900
Old North State Wealth Management
North Carolina
$3.71M +$63.3K +459 +2%
114 115
116
117 118