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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1926
Summit Wealth Group (Colorado)
Colorado
$18.1M +$472K +2,296 +3%
FFG
1927
Fortem Financial Group
California
$18M +$420K +2,044 +2%
DJYG
1928
David J. Yvars Group
Florida
$18M +$96K +467 +0.5%
JAG
1929
Journey Advisory Group
Kentucky
$18M +$2.83M +13,773 +18%
WIS
1930
Wright Investors Service
Connecticut
$18M -$105K -511 -0.6%
VSI
1931
Verde Servicos Internacionais
Brazil
$18M -$4.87M -23,707 -21%
GBWM
1932
Granite Bay Wealth Management
New Hampshire
$17.9M +$7.31M +35,557 +66%
RPC
1933
Rossmore Private Capital
Connecticut
$17.9M +$1.56M +7,600 +9%
MA
1934
McBroom & Associates
Nevada
$17.9M -$293K -1,426 -2%
PPWM
1935
Paragon Private Wealth Management
Kentucky
$17.9M +$308K +1,498 +2%
BWA
1936
Blodgett Wealth Advisors
California
$17.9M +$76.1K +370 +0.4%
TIM
1937
Titan Investment Management
Indiana
$17.9M +$3.29K +16 +0%
SI
1938
Sora Investors
Pennsylvania
$17.9M +$18.4M +89,310 New
MFS
1939
Mattson Financial Services
Michigan
$17.9M +$3.49M +16,981 +25%
MTWSIF
1940
Mivtachim The Workers Social Insurance Fund
Israel
$17.8M +$4.67M +22,700 +34%
WC
1941
Westwind Capital
New Mexico
$17.8M -$2.28M -11,085 -11%
LCM
1942
LVM Capital Management
Michigan
$17.8M +$44.2K +215 +0.2%
SMA
1943
Seven Mile Advisory
New Jersey
$17.8M -$1.01M -4,895 -5%
FWA
1944
FSM Wealth Advisors
Ohio
$17.8M +$1.86M +9,031 +11%
LWM
1945
Liberty Wealth Management
California
$17.7M – – –
APP
1946
Avantax Planning Partners
Iowa
$17.7M -$898K -4,369 -5%
OFG
1947
Oxford Financial Group
Indiana
$17.6M -$5.58M -27,153 -24%
CM
1948
Cercano Management
Washington
$17.6M -$110M -535,855 -86%
ML
1949
Maniro Ltd
$17.5M +$10.8M +52,311 +148%
KM
1950
KP Management
Minnesota
$17.5M -$1.03M -5,000 -5%
76 77
78
79 80