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Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1451
Unique Wealth Strategies
Illinois
$873K +$770K +9,357 New
SIA
1452
SGL Investment Advisors
Montana
$871K +$736K +8,939 New
LIA
1453
Lynx Investment Advisory
District of Columbia
$871K -$65.9K -800 -8%
CFG
1454
Carr Financial Group
Massachusetts
$868K -$132K -1,607 -15%
OPWM
1455
Oxinas Partners Wealth Management
Indiana
$868K -$14.1K -171 -2%
DAS
1456
Diversify Advisory Services
Utah
$866K +$777K +9,443 New
RWMG
1457
Redwood Wealth Management Group
New Jersey
$860K -$7.41K -90 -1%
SIA
1458
Soltis Investment Advisors
Utah
$858K +$244K +2,967 +48%
CFP
1459
Catalyst Financial Partners
Massachusetts
$853K -$47.6K -578 -6%
TPWA
1460
Twin Peaks Wealth Advisors
California
$852K +$8.89K +108 +1%
SM
1461
Sciencast Management
New Jersey
$851K +$751K +9,118 New
VWA
1462
Visionary Wealth Advisors
Illinois
$850K +$281K +3,411 +60%
VCM
1463
Virtue Capital Management
Tennessee
$850K -$295K -3,580 -28%
GA
1464
GFS Advisors
Texas
$846K -$31.3K -380 -4%
SBFM
1465
S-Bank Fund Management
Finland
$843K -$186K -2,265 -20%
SCM
1466
Schnieders Capital Management
California
$842K +$743K +9,022 New
III
1467
Independent Investors Inc
New York
$841K – – –
BSB
1468
Bangor Savings Bank
Maine
$840K -$62.1K -754 -8%
MP
1469
McDonald Partners
Ohio
$840K -$3.29K -40 -0.4%
HWM
1470
Hohimer Wealth Management
Washington
$839K -$15.5K -188 -2%
PA
1471
Probity Advisors
Texas
$839K +$33.3K +405 +5%
RL
1472
Rogco LP
Oklahoma
$833K +$11.4K +139 +2%
OCM
1473
Orion Capital Management
California
$831K +$147K +1,786 +25%
SRL
1474
Scientech Research LLC
New Jersey
$830K +$733K +8,900 New
DBIA
1475
Dumont & Blake Investment Advisors
New Jersey
$827K +$729K +8,860 New
57 58
59
60 61