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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
3401
Castle Hook Partners
New York
$3.58M +$1.45M +8,325 +77%
PCFFS
3402
Pacific Center for Financial Services
California
$3.58M – – –
GFA
3403
Gallagher Fiduciary Advisors
Illinois
$3.58M -$1.68M -9,660 -34%
CNBT
3404
Cornerstone National Bank & Trust
Illinois
$3.58M – – –
BWM
3405
BCGM Wealth Management
Indiana
$3.57M -$29.1K -167 -0.9%
PWM
3406
Peck Wealth Management
New York
$3.57M +$3.33M +19,131 New
SSW
3407
Smith Shellnut Wilson
Mississippi
$3.57M +$873K +5,007 +35%
AIA
3408
AIMZ Investment Advisors
California
$3.56M -$17.4K -100 -0.5%
CA
3409
Centerpoint Advisors
Massachusetts
$3.56M +$242K +1,391 +8%
ML
3410
Mayport LLC
Massachusetts
$3.55M -$57.2K -328 -2%
TSWM
3411
Triangle Securities Wealth Management
North Carolina
$3.55M +$523 +3 +0%
ECM
3412
EMC Capital Management
Texas
$3.54M – – –
JWA
3413
JFS Wealth Advisors
Pennsylvania
$3.54M +$217K +1,243 +7%
MSWM
3414
Mowery & Schoenfeld Wealth Management
Illinois
$3.53M -$64.1K -368 -2%
FCM
3415
Fourpath Capital Management
Oklahoma
$3.53M +$30.5K +175 +0.9%
BCM
3416
BluePath Capital Management
Georgia
$3.52M +$325K +1,865 +11%
SFG
3417
Shum Financial Group
California
$3.52M +$3.29M +18,881 New
MCM
3418
Monument Capital Management
Virginia
$3.52M -$216K -1,242 -6%
GCM
3419
Generation Capital Management
New York
$3.52M +$92.4K +530 +3%
FWM
3420
FMB Wealth Management
California
$3.51M +$10.5K +60 +0.3%
IWS
3421
Integrity Wealth Solutions
Colorado
$3.51M -$3.73M -21,378 -53%
PPWM
3422
PFG Private Wealth Management
Florida
$3.51M +$2.23M +12,790 +212%
HRC
3423
Hoertkorn Richard Charles
$3.51M +$925K +5,305 +39%
RWA
3424
Rooted Wealth Advisors
Illinois
$3.51M +$223K +1,281 +7%
REMPR
3425
Roof Eidam Maycock Peralta (REMP)
California
$3.5M -$370K -2,121 -10%
135 136
137
138 139