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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1101
Kingsview Wealth Management
Oregon
$1.8M +$83.2K +1,135 +5%
RA
1102
Rockingstone Advisors
Massachusetts
$1.8M -$46.9K -639 -2%
RC
1103
Roundview Capital
New Jersey
$1.79M +$1.57M +21,428 +640%
SAI
1104
Savvy Advisors Inc
New York
$1.78M -$972K -13,260 -35%
DA
1105
Doliver Advisors
Texas
$1.78M +$182K +2,485 +11%
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$1.75M -$88.2K -1,203 -5%
PG
1107
Patten Group
Tennessee
$1.75M -$12.1K -165 -0.7%
HAG
1108
HighPoint Advisor Group
Illinois
$1.75M -$20.3K -277 -1%
HCCM
1109
Hudson Canyon Capital Management
New York
$1.75M -$7.77K -106 -0.4%
MC
1110
Machina Capital
France
$1.75M +$1.77M +24,184 New
SM
1111
Sciencast Management
New Jersey
$1.74M +$1.77M +24,151 New
VFA
1112
Valeo Financial Advisors
Indiana
$1.74M -$32K -436 -2%
AI
1113
AXS Investments
New York
$1.73M -$145K -1,982 -8%
BHWM
1114
Bar Harbor Wealth Management
New Hampshire
$1.73M +$345K +4,703 +24%
WIM
1115
WealthPlan Investment Management
Nebraska
$1.73M -$36.6K -499 -2%
WBC
1116
Westpac Banking Corp
Australia
$1.72M -$330K -4,497 -16%
MC
1117
Matters Capital
Florida
$1.72M – – –
TGIA
1118
Torrey Growth & Income Advisors
California
$1.72M -$337K -4,600 -16%
MW
1119
Maia Wealth
Colorado
$1.71M +$1.52M +20,679 +684%
BP
1120
Ballentine Partners
Massachusetts
$1.7M -$114K -1,550 -6%
WWM
1121
Westwood Wealth Management
California
$1.69M -$64.7K -883 -4%
BWM
1122
Bluebird Wealth Management
Massachusetts
$1.69M -$196K -2,678 -10%
BCM
1123
Brasada Capital Management
Texas
$1.69M -$4.41M -60,156 -72%
WM
1124
Whitford Management
New York
$1.69M +$66K +900 +4%
FAM
1125
Formidable Asset Management
Ohio
$1.69M +$216K +2,939 +14%
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