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Somnigroup International
SGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$1K – – –
CFM
502
Cornerstone Financial Management
Massachusetts
$961 – – –
SHIM
503
Stone House Investment Management
Pennsylvania
$961 – – –
RWM
504
Rialto Wealth Management
New York
$888 +$521 +6 +100%
AF
505
Advisornet Financial
Minnesota
$739 +$87 +1 +11%
BHWM
506
Bay Harbor Wealth Management
Maryland
$739 +$347 +4 +67%
IWS
507
Intentional Wealth Strategies
Colorado
$739 +$868 +10 New
SC
508
SouthState Corp
Florida
$666 -$4.25K -49 -84%
SWP
509
Strategic Wealth Partners
Ohio
$631 -$3.38K -39 -81%
QWM
510
Quaker Wealth Management
New Jersey
$592 – – –
MA
511
Montag & Associates
Georgia
$560 +$694 +8 New
ACA
512
American Capital Advisory
Idaho
$518 +$260 +3 +75%
BWL
513
Bogart Wealth LLC
Virginia
$444 +$521 +6 New
HIA
514
HFM Investment Advisors
New Jersey
$370 – – –
1CP
515
1015 Capital Partners
Pennsylvania
$370 +$87 +1 +25%
WTA
516
Washington Trust Advisors
Massachusetts
$349 +$434 +5 New
SS
517
SBI Securities
Japan
$296 +$87 +1 +33%
DCM
518
Davis Capital Management
Florida
$296 +$347 +4 New
AWM
519
Abound Wealth Management
Tennessee
$227 – – –
MCM
520
Manchester Capital Management
Vermont
$222 – – –
SA
521
Seneschal Advisors
Washington
$222 – – –
TFA
522
Toth Financial Advisory
Virginia
$222 – – –
FMP
523
Financial Management Professionals
Texas
$148 – – –
MMCM
524
Murphy & Mullick Capital Management
New York
$148 – – –
CIAM
525
Caitong International Asset Management
Hong Kong
$148 +$174 +2 New
19 20
21
22 23