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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2251
Cercano Management
Washington
$1.13M – – –
TGY2IT
2252
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$1.13M -$6.74M -16,361 -84%
FFG
2253
Fortress Financial Group
Minnesota
$1.13M +$13.2K +32 +1%
WAM
2254
WealthTrust Asset Management
Florida
$1.12M +$1.25M +3,024 New
FCU
2255
Financial Concepts Unlimited
Maine
$1.12M +$1.24M +3,020 New
BST
2256
Bath Savings Trust
Maine
$1.12M +$704K +1,708 +131%
AGC
2257
Aspen Grove Capital
Colorado
$1.12M -$114K -277 -8%
BPC
2258
Bearing Point Capital
Minnesota
$1.12M +$20.6K +50 +2%
WWM
2259
Wolff Wiese Magana
California
$1.12M +$20.2K +49 +2%
LWM
2260
Lakeridge Wealth Management
Ohio
$1.12M +$36.7K +89 +3%
LCS
2261
Levin Capital Strategies
New York
$1.12M – – –
FPA
2262
First Pacific Advisors
California
$1.12M +$1.24M +3,000 New
OCM
2263
Osbon Capital Management
Massachusetts
$1.11M +$115K +279 +10%
DA
2264
Doliver Advisors
Texas
$1.11M – – –
RYA
2265
Richard Young Associates
Georgia
$1.11M – – –
RF
2266
Rossby Financial
Florida
$1.11M +$159K +386 +15%
SFWC
2267
Strategic Family Wealth Counselors
New Jersey
$1.11M -$594K -1,443 -33%
MWML
2268
M Wealth Management LLC
California
$1.11M +$871K +2,115 +243%
LC
2269
Lincoln Capital
Nebraska
$1.11M +$52.3K +127 +4%
IA
2270
IFG Advisors
Missouri
$1.11M -$35.8K -87 -3%
MA
2271
Montag & Associates
Georgia
$1.11M -$824 -2 -0.1%
SM
2272
Sweeney & Michel
California
$1.1M – – –
RFW
2273
Rainier Family Wealth
Washington
$1.1M +$212K +515 +21%
PF
2274
Prosperitas Financial
California
$1.1M -$49.8K -121 -4%
RIA
2275
Retirement Investment Advisors
Oklahoma
$1.1M – – –
89 90
91
92 93