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Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
2101
Consolidated Portfolio Review Corp
New York
$5.02M -$5.87M -81,000 -59%
TW
2102
TritonPoint Wealth
Maryland
$5.01M -$1.46M -20,080 -16%
DA
2103
Doliver Advisors
Texas
$5M -$86.3K -1,190 -2%
PCG
2104
Prosperity Consulting Group
Maryland
$5M +$1.04M +14,400 +35%
PSP
2105
Principal Street Partners
Tennessee
$4.99M +$107K +1,480 +3%
NL
2106
Navalign LLC
California
$4.99M -$520K -7,170 -11%
GCM
2107
Greenland Capital Management
New York
$4.99M +$2.06M +28,490 +107%
B
2108
Barings
North Carolina
$4.99M -$533K -7,360 -12%
NHC
2109
Nicholas Hoffman & Company
Georgia
$4.99M -$48.6K -670 -1%
MCM
2110
McDonough Capital Management
Florida
$4.98M +$256K +3,530 +7%
NSIM
2111
North Star Investment Management
Illinois
$4.98M -$1.07M -14,800 -21%
ACM
2112
Allred Capital Management
Texas
$4.97M -$657K -9,060 -14%
MFS
2113
Monetta Financial Services
Illinois
$4.97M -$544K -7,500 -12%
KNW
2114
Kesler Norman & Wride
Utah
$4.95M +$1.72M +23,680 +76%
FCM
2115
Fortis Capital Management
Washington
$4.95M -$765K -10,550 -16%
GCC
2116
Guardian Capital (Canada)
Ontario, Canada
$4.92M -$886K -12,220 -18%
SLG
2117
Stanley-Laman Group
Pennsylvania
$4.92M +$288K +3,980 +8%
HTC
2118
Haverford Trust Company
Pennsylvania
$4.92M +$791K +10,910 +25%
SWP
2119
Semus Wealth Partners
Florida
$4.91M -$47.1K -650 -1%
MIM
2120
Marco Investment Management
Georgia
$4.9M +$135K +1,860 +4%
TFGT
2121
TS Financial Group (TSFG)
Illinois
$4.9M +$888K +12,250 +29%
LGA
2122
Lebenthal Global Advisors
New York
$4.88M -$270K -3,730 -6%
AEPWM
2123
Atlantic Edge Private Wealth Management
Florida
$4.88M -$29K -400 -0.7%
LB
2124
Legacy Bridge
Iowa
$4.86M -$296K -4,080 -7%
CA
2125
CGN Advisors
Kansas
$4.86M +$194K +2,670 +5%
83 84
85
86 87