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Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
1651
North Star Asset Management
Wisconsin
$2.08M -$642K -1,994 -28%
PA
1652
Paragon Advisors
Texas
$2.07M -$1.65M -5,117 -50%
GAM
1653
Gemmer Asset Management
California
$2.07M +$93.3K +290 +6%
SAM
1654
Satovsky Asset Management
New York
$2.07M – – –
KFA
1655
Kelleher Financial Advisors
New York
$2.07M +$264K +819 +19%
SIS
1656
Strategic Investment Solutions
Illinois
$2.07M +$187K +581 +12%
PWM
1657
Pines Wealth Management
North Carolina
$2.07M +$1.68M +5,236 New
MF
1658
Manchester Financial
California
$2.06M -$1.93K -6 -0.1%
FG
1659
Foster Group
Iowa
$2.06M +$17.1K +53 +1%
WSCM
1660
Wellington Shields Capital Management
New York
$2.06M +$144K +448 +10%
SI
1661
Symmetry Investments
Jersey
$2.06M +$820K +2,550 +100%
LWA
1662
Lifelong Wealth Advisors
Minnesota
$2.05M +$1.64M +5,085 New
PMG
1663
ProVise Management Group
Florida
$2.05M -$78.2K -243 -5%
LWL
1664
Leo Wealth LLC
Texas
$2.05M +$122K +378 +8%
TCM
1665
Telos Capital Management
California
$2.05M +$134K +417 +9%
CW
1666
Channel Wealth
California
$2.04M -$101K -315 -6%
RIP
1667
RAM Investment Partners
Washington
$2.04M +$307K +954 +23%
MFS
1668
Miller Financial Services
Michigan
$2.04M +$1.63M +5,057 New
GCS
1669
Gordian Capital (Singapore)
Singapore
$2.04M -$1.48M -4,600 -48%
CSA
1670
Cottage Street Advisors
Massachusetts
$2.04M +$354K +1,100 +28%
IWM
1671
Iams Wealth Management
Nebraska
$2.03M -$580K -1,803 -26%
RCM
1672
Raleigh Capital Management
North Carolina
$2.03M +$474K +1,474 +41%
SN
1673
Sittner & Nelson
Oregon
$2.03M -$16.4K -51 -1%
FI
1674
FIDELIS iM
Oregon
$2.02M -$1.19M -3,687 -42%
MWM
1675
MorganRosel Wealth Management
Colorado
$2.02M +$740K +2,300 +85%
65 66
67
68 69