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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
3301
Advanced Portfolio Management
New York
$3.18M -$944K -7,500 -27%
MCM
3302
Monument Capital Management
Virginia
$3.18M -$23.8K -189 -0.9%
SNBOSD
3303
Security National Bank of So Dak
Iowa
$3.18M -$54K -429 -2%
RA
3304
RoundAngle Advisors
New Jersey
$3.18M +$128K +1,021 +5%
GCA
3305
Genesee Capital Advisors
New York
$3.18M -$4.28K -34 -0.2%
4A
3306
4Wealth Advisors
Illinois
$3.17M +$39.1K +311 +2%
MSFP
3307
Mark Sheptoff Financial Planning
Connecticut
$3.17M -$491K -3,898 -16%
WCM
3308
Warburton Capital Management
Oklahoma
$3.17M +$1.3M +10,309 +133%
SEP
3309
Southland Equity Partners
Missouri
$3.16M +$81.5K +648 +3%
TWM
3310
Trueblood Wealth Management
Ohio
$3.16M +$111K +882 +5%
RFA
3311
Register Financial Advisors
Georgia
$3.16M +$759K +6,032 +43%
CMANY
3312
Capital Management Associates (New York)
New York
$3.16M – – –
AA
3313
Addison Advisors
Vermont
$3.16M -$10.7K -85 -0.4%
FCMA
3314
Foresight Capital Management Advisors
Michigan
$3.16M -$2.45M -19,459 -49%
PFW
3315
Petros Family Wealth
Minnesota
$3.15M +$167K +1,330 +7%
SIM
3316
SSI Investment Management
California
$3.15M -$1.57M -12,504 -39%
CG
3317
Clifford Group
Massachusetts
$3.15M -$1.26K -10 -0.1%
AC
3318
Addison Capital
Pennsylvania
$3.15M +$173K +1,377 +7%
PWAM
3319
Private Wealth Asset Management
Iowa
$3.15M +$869K +6,903 +53%
Q
3320
QVR
California
$3.14M +$2.5M +19,905 New
CNBOF
3321
City National Bank of Florida
Florida
$3.14M +$260K +2,069 +12%
LGG
3322
Luts & Greenleigh Group
Maryland
$3.14M +$9.56K +76 +0.4%
GCP
3323
Gill Capital Partners
Colorado
$3.14M +$42.5K +338 +2%
TGAM
3324
TBH Global Asset Management
Tennessee
$3.14M -$426K -3,387 -15%
LRWM
3325
Lord & Richards Wealth Management
Colorado
$3.14M +$355K +2,823 +17%
131 132
133
134 135