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Name Holding Trade Value Shares
Change 		Change in
Stake
SPM
1001
Symmetry Peak Management
Pennsylvania
$356K +$258K +1,400 New
BFA
1002
Beaumont Financial Advisors
Massachusetts
$355K -$96.4K -524 -27%
NWMP
1003
Noble Wealth Management PBC
Colorado
$354K -$27.6K -150 -10%
PWMAG
1004
Pinnacle Wealth Management Advisory Group
New Jersey
$351K -$40.7K -221 -14%
LWM
1005
Langley Wealth Management
Mississippi
$349K +$252K +1,371 New
SVWAG
1006
Sound View Wealth Advisors Group
Georgia
$347K +$2.02K +11 +0.8%
IAAG
1007
Innovative Asset Advisors Group
Connecticut
$347K +$23.6K +128 +10%
PIA
1008
Perennial Investment Advisors
California
$346K -$12K -65 -5%
GWP
1009
Gateway Wealth Partners
Wisconsin
$346K -$38.3K -208 -13%
WC
1010
Wexford Capital
Florida
$342K +$247K +1,342 New
GIM
1011
Generali Investments Management
Slovenia
$341K -$46.9K -255 -16%
CA
1012
CoreCap Advisors
Michigan
$340K +$189K +1,027 +332%
RFN
1013
Redwood Financial Network
Ohio
$339K +$245K +1,333 New
HH
1014
Hilltop Holdings
Texas
$339K -$130K -704 -35%
VF
1015
Vest Financial
Virginia
$339K -$44.2K -240 -15%
CA
1016
Claro Advisors
Massachusetts
$336K -$2.21K -12 -0.9%
ES
1017
Eagle Strategies
New York
$335K -$20.8K -113 -8%
AA
1018
Advisory Alpha
Michigan
$334K +$242K +1,313 New
QL
1019
Quarry LP
New York
$334K +$142K +770 +142%
MWM
1020
Moran Wealth Management
Florida
$333K -$33.5K -182 -12%
WC
1021
Westerkirk Capital
$331K – – –
ACM
1022
Adalta Capital Management
New York
$330K – – –
FP
1023
Financial Perspectives
Minnesota
$326K – – –
JIC
1024
Johnson Investment Counsel
Ohio
$325K +$235K +1,278 New
CCG
1025
Cypress Capital Group
Florida
$324K +$234K +1,273 New
39 40
41
42 43