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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
3101
Cross Staff Investments
New York
$1.33M – – –
EWA
3102
Emergent Wealth Advisors
New York
$1.33M -$369K -5,090 -26%
SM
3103
Sweeney & Michel
California
$1.33M +$1.05M +14,540 New
BMCM
3104
Burns Matteson Capital Management
New York
$1.32M +$159K +2,200 +18%
MC
3105
Middleton & Co
Massachusetts
$1.32M – – –
BHWM
3106
Beaird Harris Wealth Management
Texas
$1.32M -$29.7K -410 -3%
BBA
3107
Braun-Bostich & Associates
Pennsylvania
$1.32M -$325K -4,480 -23%
GIM
3108
Groesbeck Investment Management
New Jersey
$1.32M +$1.06M +14,600 New
SFS
3109
Sharp Financial Services
Pennsylvania
$1.32M +$228K +3,150 +28%
SNBOSD
3110
Security National Bank of So Dak
Iowa
$1.31M -$2.17K -30 -0.2%
BWM
3111
BlackDiamond Wealth Management
New York
$1.31M +$34.8K +480 +3%
AWC
3112
Adamsbrown Wealth Consultants
Kansas
$1.31M -$241K -3,320 -19%
SFG
3113
Sterling Financial Group
California
$1.31M +$9.42K +130 +0.9%
EA
3114
Echo45 Advisors
California
$1.31M -$26.8K -370 -2%
KWM
3115
Koa Wealth Management
California
$1.31M +$104K +1,430 +11%
LF
3116
Lee Financial
Texas
$1.31M -$21.7K -300 -2%
ACP
3117
Arcus Capital Partners
Georgia
$1.31M +$4.35K +60 +0.4%
SWIM
3118
Smallwood Wealth Investment Management
New Jersey
$1.3M – – –
MTIC
3119
Missouri Trust & Investment Company
Missouri
$1.3M -$239K -3,300 -19%
RWA
3120
Rooted Wealth Advisors
Illinois
$1.29M +$212K +2,930 +25%
MWM
3121
Mosley Wealth Management
California
$1.29M -$73.9K -1,020 -7%
MFA
3122
Morling Financial Advisors
California
$1.29M +$103K +1,420 +11%
EAM
3123
Eventide Asset Management
Massachusetts
$1.29M -$99.3K -1,370 -9%
MSA
3124
McAlister Sweet & Associates
Texas
$1.29M – – –
DBIA
3125
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$62.3K +860 +6%
123 124
125
126 127