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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3351
Mowery & Schoenfeld Wealth Management
Illinois
$3.05M +$1.84M +14,651 +316%
FC
3352
Financial Council
Maryland
$3.04M – – –
SMCM
3353
Sky-Mountain Capital Management
Idaho
$3.04M +$2.12M +16,812 New
CASB
3354
Cape Ann Savings Bank
Massachusetts
$3.04M -$135K -1,076 -5%
RH
3355
RFG Holdings
Texas
$3.04M +$407K +3,235 +20%
WIM
3356
Waverton Investment Management
United Kingdom
$3.03M +$160K +1,275 +7%
AIA
3357
AIMZ Investment Advisors
California
$3.03M -$266K -2,114 -10%
RC
3358
Rovin Capital
Arizona
$3.03M -$50.7K -403 -2%
APWA
3359
Atlas Private Wealth Advisors
New Jersey
$3.03M +$216K +1,713 +10%
PCFFS
3360
Pacific Center for Financial Services
California
$3.03M +$126 +1 +0%
CNBT
3361
Cornerstone National Bank & Trust
Illinois
$3.03M -$95.6K -760 -4%
EP
3362
Essential Partners
California
$3.03M +$2.41M +19,147 New
SFG
3363
Seamount Financial Group
Colorado
$3.02M +$1.68M +13,386 +234%
SWM
3364
Shelton Wealth Management
Texas
$3.02M +$169K +1,344 +8%
SA
3365
Sage Advisors
Colorado
$3.02M -$234K -1,860 -9%
BAM
3366
Berkshire Asset Management
Pennsylvania
$3.02M +$181K +1,438 +8%
DWM
3367
Dogwood Wealth Management
Kansas
$3.02M +$434K +3,446 +22%
CPM
3368
Connective Portfolio Management
New York
$3.01M +$1.01M +8,000 +70%
EMC
3369
Everest Management Corp
California
$3.01M +$160K +1,275 +7%
TSWM
3370
Triangle Securities Wealth Management
North Carolina
$3M +$211K +1,677 +10%
ECM
3371
EMC Capital Management
Texas
$3M – – –
SI
3372
Saxon Interests
Texas
$2.99M – – –
VWM
3373
Vigilare Wealth Management
Arizona
$2.99M +$1.15M +9,117 +93%
EC
3374
Eaton-Cambridge
Arizona
$2.99M +$148K +1,174 +7%
B
3375
BetterWealth
California
$2.99M +$77.4K +615 +3%
133 134
135
136 137