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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
726
Genesis Financial Group
New Jersey
$1.2M -$34.2K -300 -3%
FLPIM
727
F.L. Putnam Investment Management
Massachusetts
$1.2M +$750K +6,569 +168%
BWM
728
Bluebird Wealth Management
Massachusetts
$1.2M -$54.3K -476 -4%
QWM
729
Quadcap Wealth Management
Texas
$1.19M -$20.2K -177 -2%
XSC
730
X-Square Capital
Puerto Rico
$1.18M +$24.2K +212 +2%
ICP
731
Interchange Capital Partners
Pennsylvania
$1.18M -$203K -1,782 -15%
YP
732
YANKCOM Partnership
South Dakota
$1.18M +$1.03K +9 +0.1%
AAA
733
American Alpha Advisors
New York
$1.18M – – –
SOW
734
State of Wyoming
Wyoming
$1.17M -$321K -2,811 -22%
FP
735
Fiduciary Planning
Florida
$1.17M +$50.2K +440 +4%
LSA
736
Leonteq Securities AG
Switzerland
$1.16M -$1.73M -15,139 -61%
TAM
737
Titleist Asset Management
Texas
$1.16M -$109K -951 -9%
BTWM
738
Baker Tilly Wealth Management
Wisconsin
$1.15M -$76.6K -671 -6%
KWA
739
Kingswood Wealth Advisors
California
$1.15M -$144K -1,261 -11%
CFG
740
Cooper Financial Group
California
$1.15M +$513K +4,496 +81%
PAP
741
Persistent Asset Partners
Hong Kong
$1.14M +$1.14M +10,000 New
CTFG
742
Capstone Triton Financial Group
Oklahoma
$1.12M +$1.12M +9,851 New
MCM
743
Manchester Capital Management
Vermont
$1.11M -$1.71K -15 -0.2%
KBFS
744
Kohmann Bosshard Financial Services
Ohio
$1.11M +$8.79K +77 +0.8%
JRPIM
745
Journey Retirement Planning & Investment Management
Idaho
$1.11M -$136K -1,193 -11%
CCIA
746
Cherry Creek Investment Advisors
Colorado
$1.1M +$91.3K +800 +9%
CT
747
Coastline Trust
Rhode Island
$1.1M -$123K -1,075 -10%
TCA
748
Transcend Capital Advisors
New Jersey
$1.1M +$155K +1,361 +16%
OCBCO
749
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.1M +$859K +7,527 +401%
LIA
750
LBMC Investment Advisors
Tennessee
$1.1M +$76.2K +668 +7%
28 29
30
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