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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2876
Saxony Capital Management
Missouri
$3.17M -$285K -2,250 -7%
CFP
2877
Comprehensive Financial Planning
Pennsylvania
$3.17M -$2.45M -19,319 -40%
FG
2878
Foster Group
Iowa
$3.16M +$809K +6,381 +28%
ASM
2879
AI-Squared Management
Hong Kong
$3.16M -$2.17M -17,148 -37%
CWMGO
2880
Capstone Wealth Management Group (Oregon)
Oregon
$3.16M +$18.8K +148 +0.5%
PFM
2881
Peak Financial Management
Massachusetts
$3.15M -$334K -2,638 -8%
SAM
2882
Stenahm Asset Management
Guernsey
$3.15M +$3.68M +29,057 New
ACM
2883
Aubrey Capital Management
United Kingdom
$3.15M -$304K -2,400 -8%
TCM
2884
Tanaka Capital Management
New York
$3.15M -$19.1K -151 -0.5%
BCM
2885
Bourgeon Capital Management
Connecticut
$3.15M -$1.96M -15,495 -35%
PWAM
2886
Pinnacle West Asset Management
Wyoming
$3.14M +$6.97K +55 +0.2%
MWA
2887
Muirfield Wealth Advisors
North Carolina
$3.14M -$18.6K -147 -0.5%
FFG
2888
Frisch Financial Group
New York
$3.14M +$104K +818 +3%
VWM
2889
Valley Wealth Managers
New Jersey
$3.14M +$314K +2,475 +9%
CPSC
2890
Carl P. Sherr & Co
Massachusetts
$3.14M +$115K +907 +3%
PHWM
2891
Pine Harbor Wealth Management
Maryland
$3.14M -$105K -829 -3%
YP
2892
YANKCOM Partnership
South Dakota
$3.14M +$141K +1,113 +4%
RYIA
2893
Roehl & Yi Investment Advisors
Oregon
$3.12M +$97.2K +767 +3%
FA
2894
FDx Advisors
Illinois
$3.12M -$20.8K -164 -0.6%
WA
2895
Waddell & Associates
Tennessee
$3.11M +$584K +4,610 +19%
ACM
2896
Advance Capital Management
Michigan
$3.11M -$203K -1,605 -5%
HWP
2897
Heritage Wealth Partners
Ohio
$3.1M -$757K -5,972 -17%
WFG
2898
Wormser Freres Gestion
France
$3.1M +$3.57M +28,193 New
AWAU
2899
Alliance Wealth Advisors (Utah)
Utah
$3.1M +$826K +6,521 +30%
GFA
2900
Gallagher Fiduciary Advisors
Illinois
$3.1M -$332K -2,620 -8%
114 115
116
117 118