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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1351
Phoenix Wealth Advisors
North Carolina
$1.02M +$1.24M +4,557 New
KFS
1352
Kaizen Financial Strategies
California
$1.02M +$683K +2,502 +123%
SIC
1353
Salem Investment Counselors
North Carolina
$1.02M +$1.03M +3,756 +476%
BOPW
1354
Brandywine Oak Private Wealth
Pennsylvania
$1.02M +$124K +456 +11%
NCM
1355
Northwest Capital Management
Oregon
$1.02M -$40.9K -150 -3%
SC
1356
Shearwater Capital
Colorado
$1.01M – – –
ATC
1357
Adirondack Trust Company
New York
$1.01M +$61.4K +225 +5%
ICM
1358
Infini Capital Management
Hong Kong
$1.01M +$81.9K +300 +7%
PFM
1359
Privium Fund Management
Netherlands
$1.01M +$1.23M +4,500 New
PA
1360
PSI Advisors
Florida
$1.01M +$51.6K +189 +4%
LA
1361
Lindenwold Advisors
Pennsylvania
$1.01M -$1.64K -6 -0.1%
EL
1362
Envoi LLC
Minnesota
$1M -$1.3M -4,755 -52%
HCM
1363
Howland Capital Management
Massachusetts
$1M – – –
FAG
1364
Financial Advisory Group
Texas
$1M +$147K +537 +14%
CCG
1365
Coastwise Capital Group
California
$1M +$274K +1,002 +29%
SWP
1366
Strategic Wealth Partners
Ohio
$1M -$20.5K -75 -2%
RIA
1367
Regal Investment Advisors
Michigan
$1M +$275K +1,008 +29%
LAM
1368
L2 Asset Management
Massachusetts
$997K +$87.6K +321 +8%
CL
1369
Choreo LLC
Illinois
$997K +$101K +369 +9%
AG
1370
Ascent Group
Virginia
$996K +$405K +1,482 +79%
CAM
1371
Carret Asset Management
New York
$996K +$466K +1,707 +63%
PPG
1372
Peak Planning Group
Colorado
$996K +$1.21M +4,437 New
JWS
1373
Juncture Wealth Strategies
Arizona
$995K +$61.4K +225 +5%
QT
1374
Quantamental Technologies
New York
$995K +$694K +2,544 +135%
PFG
1375
PAX Financial Group
Texas
$992K -$665K -2,436 -36%
53 54
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56 57