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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2726
Patrick M. Sweeney & Associates
Illinois
$813K – – –
BBWP
2727
Beacon Bridge Wealth Partners
Pennsylvania
$813K +$7.16K +18 +0.9%
CAM
2728
Claret Asset Management
Quebec, Canada
$812K -$65.2K -164 -8%
KFS
2729
Krane Financial Solutions
California
$811K -$39.8K -100 -5%
CPWL
2730
Coquina Private Wealth LLC
Florida
$809K +$4.77K +12 +0.6%
CIP
2731
Convergence Investment Partners
Florida
$809K -$220K -552 -22%
MAWAG
2732
Mid-American Wealth Advisory Group
Missouri
$809K +$422K +1,061 +123%
SI
2733
Sprott Inc
Ontario, Canada
$807K +$18.7K +47 +3%
JFA
2734
JNBA Financial Advisors
Minnesota
$807K +$59.7K +150 +8%
KSB
2735
Kennebec Savings Bank
Maine
$806K -$39.8K -100 -5%
MWM
2736
Massachusetts Wealth Management
Massachusetts
$805K – – –
FCM
2737
Fourpath Capital Management
Oklahoma
$804K +$29.8K +75 +4%
BCA
2738
Bayshore Capital Advisors
Florida
$803K – – –
PW
2739
PUREfi Wealth
Massachusetts
$802K +$212K +533 +39%
KWA
2740
Kellett Wealth Advisors
Ohio
$801K +$31.8K +80 +4%
SGK
2741
Steigerwald Gordon & Koch
Virginia
$799K +$20.3K +51 +3%
PEA
2742
Park Edge Advisors
Ohio
$798K -$338K -851 -31%
IWA
2743
Inspirion Wealth Advisors
Illinois
$797K +$4.77K +12 +0.6%
KFS
2744
Keynote Financial Services
Connecticut
$797K +$3.58K +9 +0.5%
NA
2745
Nautilus Advisors
California
$796K +$37.8K +95 +5%
HW
2746
HORAN Wealth
Ohio
$795K +$121K +304 +19%
TAM
2747
Tocqueville Asset Management
New York
$793K – – –
SAM
2748
Strategy Asset Managers
California
$793K +$8.35K +21 +1%
RCSA
2749
REYL & Cie S.A.
Switzerland
$792K +$845K +2,125 New
SW
2750
Solidarity Wealth
Utah
$792K -$59.7K -150 -7%
108 109
110
111 112