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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1801
New Jersey Better Educational Savings Trust
New Jersey
$1.35M – – –
VFM
1802
Viking Fund Management
North Dakota
$1.35M – – –
KPF
1803
K2 Principal Fund
Ontario, Canada
$1.35M +$982K +5,374 +331%
GLA
1804
Good Life Advisors
Pennsylvania
$1.35M +$70.9K +388 +6%
SDWIA
1805
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.35M +$144K +789 +12%
GFS
1806
GYL Financial Synergies
Connecticut
$1.35M -$111K -607 -8%
MFP
1807
Meridian Financial Partners
Virginia
$1.35M +$163K +893 +15%
EP
1808
Eudaimonia Partners
Tennessee
$1.35M -$71.1K -389 -5%
WA
1809
Wealth Alliance
New York
$1.34M +$147K +803 +13%
SSA
1810
Schonfeld Strategic Advisors
New York
$1.34M -$3.79M -20,733 -75%
OPS
1811
Orion Portfolio Solutions
Nebraska
$1.34M +$158K +867 +14%
BOC
1812
Barbara Oil Co
Illinois
$1.34M – – –
NFG
1813
NewFocus Financial Group
Washington
$1.34M +$976K +5,344 +334%
SAMC
1814
Spectrum Asset Management (California)
California
$1.34M +$133K +730 +12%
GW
1815
GW & Wade
Massachusetts
$1.34M +$13.2K +72 +1%
SW
1816
SteelPeak Wealth
California
$1.34M -$2.74M -15,014 -68%
RCG
1817
Rock Creek Group
District of Columbia
$1.33M +$1.26M +6,894 New
MWM
1818
Mattern Wealth Management
Kansas
$1.33M +$18.3K +100 +1%
CA
1819
Calton & Associates
Florida
$1.33M +$34.3K +188 +3%
CWM
1820
Cornerstone Wealth Management
Missouri
$1.32M +$94.3K +516 +8%
CCM
1821
Cox Capital Management
Massachusetts
$1.32M -$1.16M -6,354 -48%
S
1822
Seeyond
France
$1.32M +$249K +1,365 +25%
AIM
1823
Aspen Investment Management
Michigan
$1.31M -$7.31K -40 -0.6%
CCMW
1824
Cypress Capital Management (Wyoming)
Wyoming
$1.31M -$49.3K -270 -4%
BA
1825
Ballast Advisors
Minnesota
$1.31M +$199K +1,092 +19%
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