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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1926
Siren LLC
Connecticut
$15.5M +$9.47M +51,600 +138%
PCS
1927
Personal CFO Solutions
New Jersey
$15.5M +$44K +240 +0.3%
LCM
1928
LVM Capital Management
Michigan
$15.5M +$265K +1,447 +2%
RPWA
1929
Regent Peak Wealth Advisors
Georgia
$15.5M +$410K +2,234 +3%
JAM
1930
JCIC Asset Management
Ontario, Canada
$15.4M +$137K +746 +0.8%
OHIS
1931
Oak Harvest Investment Services
Texas
$15.4M +$1.7M +9,288 +12%
KJHP
1932
K.J. Harrison & Partners
Ontario, Canada
$15.4M +$7.77M +42,336 +92%
BRG
1933
Bay Rivers Group
Virginia
$15.4M -$297K -1,618 -2%
XWM
1934
Xcel Wealth Management
Florida
$15.4M -$26.2K -143 -0.2%
CB
1935
CNB Bank
Pennsylvania
$15.4M -$917K -5,000 -5%
FFG
1936
Fortem Financial Group
California
$15.4M +$779K +4,244 +5%
PPWM
1937
Paragon Private Wealth Management
Kentucky
$15.4M +$504K +2,748 +3%
KCM
1938
Kathmere Capital Management
Pennsylvania
$15.3M +$3.01M +16,398 +23%
DCM
1939
Dilation Capital Management
New York
$15.3M -$6.22M -33,880 -28%
WPA
1940
Wealth Preservation Advisors
Tennessee
$15.3M -$1.14M -6,216 -7%
SWGC
1941
Summit Wealth Group (Colorado)
Colorado
$15.3M +$3.59M +19,560 +29%
EWM
1942
EPG Wealth Management
Georgia
$15.3M -$495K -2,696 -3%
RAM
1943
Riggs Asset Management
Pennsylvania
$15.3M -$95.2K -519 -0.6%
AWC
1944
Abundance Wealth Counselors
Pennsylvania
$15.3M +$1.2M +6,544 +8%
ATC
1945
Adirondack Trust Company
New York
$15.3M -$321K -1,751 -2%
RWM
1946
RKL Wealth Management
Pennsylvania
$15.3M -$1.87M -10,191 -10%
DCM
1947
Donaldson Capital Management
Indiana
$15.3M -$396K -2,157 -2%
TW
1948
Tempo Wealth
Ohio
$15.3M +$284K +1,549 +2%
CF
1949
Carlson Financial
Oregon
$15.3M -$102K -554 -0.6%
AAP
1950
Ardsley Advisory Partners
Connecticut
$15.3M -$6.88M -37,500 -30%
76 77
78
79 80