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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2476
Beese Fulmer Investment Management
Ohio
$1.22M +$5.14K +19 +0.4%
OCM
2477
Orion Capital Management
California
$1.22M +$37.6K +139 +3%
WCM
2478
WealthBridge Capital Management
Ohio
$1.22M +$172K +638 +17%
RIA
2479
Regal Investment Advisors
Michigan
$1.22M -$1.12M -4,153 -48%
FB
2480
First Bancorp
Maine
$1.21M – – –
CWM
2481
Castle Wealth Management
Florida
$1.21M +$163K +604 +16%
FTIS
2482
First Trust Investment Solutions
Florida
$1.21M -$3.6M -13,320 -75%
1WM
2483
1900 Wealth Management
Texas
$1.21M +$270 +1 +0%
PMA
2484
Prudent Man Advisors
Illinois
$1.21M -$61.4K -227 -5%
OL
2485
OneFund LLC
Florida
$1.21M +$66K +244 +6%
MWA
2486
Midland Wealth Advisors
Illinois
$1.2M -$99.2K -367 -8%
FA
2487
Fiducient Advisors
Illinois
$1.2M -$324K -1,199 -21%
RCM
2488
RMR Capital Management
California
$1.2M – – –
PPP
2489
Private Portfolio Partners
New Jersey
$1.2M +$1.18M +4,355 New
SMA
2490
Seven Mile Advisory
New Jersey
$1.19M +$81.4K +301 +7%
ECM
2491
Estabrook Capital Management
New York
$1.19M – – –
SEIA
2492
Signature Estate & Investment Advisors
California
$1.19M -$24.6K -91 -2%
BWM
2493
BigSur Wealth Management
Florida
$1.19M – – –
MC
2494
Matisse Capital
Oregon
$1.19M – – –
MFG
2495
Monumental Financial Group
Maryland
$1.18M -$148K -549 -11%
SOW
2496
State of Wyoming
Wyoming
$1.18M +$855K +3,163 +283%
WMP
2497
Wealth Management Partners
Arizona
$1.17M – – –
KAS
2498
KPP Advisory Services
Kentucky
$1.17M +$11.4K +42 +1%
WCA
2499
Westover Capital Advisors
Delaware
$1.17M -$29.5K -109 -2%
SFG
2500
Shum Financial Group
California
$1.17M +$1.08M +3,992 New
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