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Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
3601
Milestone Asset Management Group
Connecticut
$1.83M +$1.87M +13,599 New
AF
3602
Affiance Financial
Minnesota
$1.82M +$116K +838 +7%
TIM
3603
Total Investment Management
Arizona
$1.82M -$1.1K -8 -0.1%
VFPW
3604
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.82M +$650K +4,719 +54%
OA
3605
Oxbow Advisors
Texas
$1.81M -$98.3K -713 -5%
SCA
3606
Scott Capital Advisors
Oregon
$1.81M +$82.4K +598 +5%
EWA
3607
Emergent Wealth Advisors
New York
$1.8M -$87.9K -638 -5%
MWM
3608
Melfa Wealth Management
Massachusetts
$1.8M -$1.24K -9 -0.1%
CIM
3609
Cambria Investment Management
California
$1.8M +$1.85M +13,406 New
VAM
3610
Verity Asset Management
North Carolina
$1.8M -$559K -4,052 -20%
MFS
3611
Madrona Financial Services
Washington
$1.8M +$427K +3,101 +30%
PMG
3612
Private Management Group
California
$1.8M +$559K +4,053 +43%
DBIA
3613
Dumont & Blake Investment Advisors
New Jersey
$1.79M +$23.4K +170 +1%
SW
3614
Signify Wealth
Missouri
$1.79M -$72.1K -523 -4%
VP
3615
Verum Partners
North Carolina
$1.79M +$72.2K +524 +4%
SAM
3616
Strive Asset Management
Ohio
$1.77M +$1.82M +13,217 New
VWM
3617
Vermillion Wealth Management
Minnesota
$1.77M +$1.82M +13,214 New
RCS
3618
Retirement Capital Strategies
California
$1.77M +$95.5K +693 +6%
PBT
3619
Pictet Bank & Trust
Bahamas
$1.77M +$54.4K +395 +3%
PWM
3620
Puff Wealth Management
New Jersey
$1.77M +$1.82M +13,186 New
WAG
3621
Windsor Advisory Group
Ohio
$1.77M -$145K -1,053 -7%
5W
3622
5T Wealth
California
$1.77M +$1.81M +13,166 New
EA
3623
Echo45 Advisors
California
$1.76M +$170K +1,231 +11%
SIA
3624
Sovereign Investment Advisors
Arizona
$1.76M +$1.81M +13,109 New
BWM
3625
Biltmore Wealth Management
Arizona
$1.76M -$17.9K -130 -1%
143 144
145
146 147