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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3326
Farrow Financial
Vermont
$5.01M -$270K -1,315 -5%
BAM
3327
Berkshire Asset Management
Pennsylvania
$5.01M +$44.4K +216 +0.9%
NAMM
3328
NorthStar Asset Management (Massachusetts)
Massachusetts
$5.01M +$2.73M +13,280 +113%
SAMU
3329
SONA Asset Management (US)
New York
$5M +$5.14M +25,000 New
LWPC
3330
Legacy Wealth Partners (Colorado)
Colorado
$5M -$4.11M -19,992 -44%
3F
3331
360 Financial
Minnesota
$5M -$103K -503 -2%
CI
3332
Cooper Investors
Australia
$4.99M -$67.8K -330 -1%
FWC
3333
First Washington Corp
Washington
$4.99M -$58.6K -285 -1%
MJFG
3334
Mars Jewett Financial Group
Washington
$4.98M +$260K +1,266 +5%
1WM
3335
1900 Wealth Management
Texas
$4.98M +$1.99M +9,665 +64%
LAI
3336
Legal Advantage Investments
California
$4.97M – – –
OMIC
3337
Old Mission Investment Co
Michigan
$4.97M +$5.11M +24,854 New
IFPL
3338
Investments & Financial Planning LLC
Kentucky
$4.97M +$8.43K +41 +0.2%
OL
3339
one8zero8 LLC
North Carolina
$4.97M -$32.9K -160 -0.6%
RA
3340
Rise Advisors
New York
$4.96M +$45.6K +222 +0.9%
CWMGP
3341
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.96M +$302K +1,467 +6%
LA
3342
Latitude Advisors
Florida
$4.96M +$331K +1,612 +7%
SL
3343
SFM LLC
New Hampshire
$4.95M -$311K -1,514 -6%
KCM
3344
Kendall Capital Management
Maryland
$4.95M +$975K +4,741 +24%
WPC
3345
White Pine Capital
Minnesota
$4.95M +$151K +732 +3%
VP
3346
Verum Partners
North Carolina
$4.94M +$1.06M +5,144 +26%
AF
3347
Atala Financial
California
$4.94M +$45K +219 +0.9%
CA
3348
Cannon Advisors
North Carolina
$4.93M -$2.2M -10,722 -32%
BPW
3349
Bingham Private Wealth
California
$4.93M -$414K -2,015 -8%
RCA
3350
Riverview Capital Advisers
Massachusetts
$4.92M +$357K +1,734 +8%
132 133
134
135 136