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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2701
Tower Wealth Partners
Pennsylvania
$433K +$92K +445 +25%
RCG
2702
Rock Creek Group
District of Columbia
$431K -$30.8K -149 -6%
AIFAIM
2703
American Institute for Advanced Investment Management
Arizona
$431K -$12.4K -60 -3%
FFC
2704
Fure Financial Corporation
Minnesota
$431K – – –
SIM
2705
Sadoff Investment Management
Wisconsin
$430K -$43.8K -212 -9%
SAMC
2706
Spectrum Asset Management (California)
California
$430K +$207 +1 +0%
AA
2707
Addison Advisors
Vermont
$430K +$14.9K +72 +3%
NVIM
2708
New Vernon Investment Management
Illinois
$429K – – –
AIP
2709
ARS Investment Partners
New York
$428K +$25.4K +123 +6%
APP
2710
Alpha Paradigm Partners
Illinois
$426K -$984K -4,763 -69%
OPOWM
2711
One Plus One Wealth Management
Florida
$426K -$46.1K -223 -9%
LI
2712
LVZ Inc
Michigan
$425K +$34.7K +168 +8%
MWPCG
2713
Measured Wealth Private Client Group
New Hampshire
$425K +$150K +725 +51%
FA
2714
Fortis Advisors
Pennsylvania
$424K -$36K -174 -7%
CWM
2715
C2C Wealth Management
Arizona
$422K -$51.7K -250 -11%
GSIS
2716
Global Strategic Investment Solutions
Arizona
$422K +$3.1K +15 +0.7%
FPB
2717
First PREMIER Bank
South Dakota
$421K -$20.7K -100 -4%
LC
2718
Lincoln Capital
Nebraska
$421K +$68.4K +331 +18%
WF
2719
WoodTrust Financial
Wisconsin
$420K +$9.3K +45 +2%
TF
2720
Trek Financial
Arizona
$419K -$63K -305 -13%
VFPI
2721
Vantage Financial Partners (Illinois)
Illinois
$418K -$289K -1,400 -40%
TCM
2722
Towercrest Capital Management
Pennsylvania
$418K -$35.1K -170 -7%
RWM
2723
RKL Wealth Management
Pennsylvania
$418K -$26.7K -129 -6%
AP
2724
Adero Partners
California
$418K +$33.9K +164 +9%
FFG
2725
Frisch Financial Group
New York
$417K -$10.7K -52 -2%
107 108
109
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