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Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
5551
Coston McIsaac & Partners
Maine
$420K +$182K +887 +73%
T
5552
Tableaux
Massachusetts
$420K -$617 -3 -0.1%
CFS
5553
Cannon Financial Strategists
Georgia
$418K +$60K +292 +16%
MGWA
5554
Monument Group Wealth Advisors
Massachusetts
$418K +$119K +581 +32%
SCP
5555
Sandhill Capital Partners
New York
$418K +$25.5K +124 +6%
KWM
5556
Kaydan Wealth Management
Michigan
$417K -$48.5K -236 -10%
BAM
5557
Blueshift Asset Management
New Jersey
$416K -$54.3K -264 -11%
MFN
5558
Midwest Financial Network
Illinois
$416K +$14.6K +71 +4%
TIM
5559
Thompson Investment Management
Wisconsin
$415K +$92.5K +450 +28%
MIOT
5560
Massachusetts Institute of Technology
Massachusetts
$415K +$426K +2,072 New
FOR
5561
Family Office Research
Maryland
$414K -$999K -4,858 -70%
FA
5562
FC Advisory
Pennsylvania
$413K – – –
MM
5563
MQS Management
New York
$413K -$554K -2,693 -57%
SIAM
5564
Sterling Investment Advisors (Missouri)
Missouri
$413K -$93.1K -453 -18%
VWMG
5565
Virginia Wealth Management Group
Virginia
$413K +$13K +63 +3%
GWL
5566
Generations Wealth LLC
Ohio
$413K +$424K +2,062 New
DB
5567
Dravo Bay
Delaware
$412K +$4.32K +21 +1%
DWA
5568
Davis Wealth Advisors
New Hampshire
$412K -$190K -923 -31%
TPWM
5569
Twelve Points Wealth Management
Massachusetts
$411K +$22.8K +111 +6%
FIM
5570
Freedom Investment Management
Connecticut
$410K +$61.7K +300 +17%
EP
5571
EPIQ Partners
Minnesota
$410K -$5.76K -28 -1%
NWM
5572
Navigoe Wealth Management
California
$409K +$61.7K +300 +17%
TPF
5573
Tribridge Partners Financial
Maryland
$408K -$8.02K -39 -2%
EFG
5574
Erickson Financial Group
Pennsylvania
$408K +$32.9K +160 +9%
SDJVC
5575
St. Denis J. Villere & Co
Louisiana
$407K -$1.03K -5 -0.2%
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