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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
3401
Samalin Investment Counsel
New York
$4.83M +$1.17M +5,691 +31%
MMC
3402
Mizuho Markets Cayman
Cayman Islands
$4.83M +$4.96M +24,138 New
GRWP
3403
Green Ridge Wealth Planning
New Jersey
$4.83M +$32.1K +156 +0.7%
SIM
3404
Samara Investment Management
Oregon
$4.83M +$67.8K +330 +1%
ML
3405
Mayport LLC
Massachusetts
$4.83M +$1.41M +6,864 +40%
GSC
3406
G&S Capital
Colorado
$4.82M -$327K -1,588 -6%
SW
3407
Solidarity Wealth
Utah
$4.82M +$127K +618 +3%
OWA
3408
Opal Wealth Advisors
New York
$4.81M +$367K +1,785 +8%
NA
3409
Nordwand Advisors
Pennsylvania
$4.8M +$56.5K +275 +1%
SEP
3410
Southland Equity Partners
Missouri
$4.8M +$115K +559 +2%
BIA
3411
Bigelow Investment Advisors
Maine
$4.8M +$513K +2,494 +12%
BC
3412
Brio Consultants
California
$4.8M +$166K +809 +3%
BWAM
3413
Boyd Watterson Asset Management
Ohio
$4.8M -$37K -180 -0.7%
PIAS
3414
PCA Investment Advisory Services
Ohio
$4.8M -$25.7K -125 -0.5%
DBRC
3415
D.B. Root & Company
Pennsylvania
$4.8M -$175K -851 -3%
GTAM
3416
Global Trust Asset Management
Florida
$4.8M +$336K +1,633 +7%
TFM
3417
TFC Financial Management
Massachusetts
$4.79M +$30K +146 +0.6%
FA
3418
FDx Advisors
Illinois
$4.79M -$32.3K -157 -0.7%
AB
3419
ANB Bank
Colorado
$4.79M +$182K +887 +4%
RA
3420
RiverPark Advisors
New York
$4.79M -$1.07M -5,215 -18%
RFA
3421
Register Financial Advisors
Georgia
$4.77M -$163K -791 -3%
API
3422
Asset Planning Inc
California
$4.76M +$99.7K +485 +2%
PCS
3423
Private Client Services
Kentucky
$4.76M +$507K +2,466 +12%
APW
3424
Alliance Private Wealth
Massachusetts
$4.75M -$1.82M -8,829 -27%
NFA
3425
Northern Financial Advisors
Michigan
$4.74M -$36K -175 -0.7%
135 136
137
138 139