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Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
1901
GF Fund Management
China
$3.78M +$64.2K +200 +2%
FFN
1902
Focus Financial Network
Minnesota
$3.76M -$305K -951 -8%
BTWM
1903
Baker Tilly Wealth Management
Wisconsin
$3.76M +$122K +381 +4%
SFFS
1904
Stonehage Fleming Financial Services
Jersey
$3.76M -$147M -458,406 -98%
SFG
1905
Sowa Financial Group
Rhode Island
$3.76M -$326K -1,016 -8%
PWMG
1906
Prestige Wealth Management Group
New Jersey
$3.74M +$207K +645 +6%
OWCM
1907
One Wealth Capital Management
Arizona
$3.72M +$1.79M +5,568 +106%
NL
1908
Navalign LLC
California
$3.72M +$17.7K +55 +0.5%
BWM
1909
Bernard Wealth Management
Michigan
$3.72M -$76.1K -237 -2%
SSCA
1910
South Shore Capital Advisors
Massachusetts
$3.71M -$42.4K -132 -1%
ZI
1911
ZEGA Investments
Florida
$3.71M +$321 +1 +0%
RCA
1912
Riverview Capital Advisers
Massachusetts
$3.71M +$9.31K +29 +0.3%
JIC
1913
Joel Isaacson & Co
New York
$3.71M +$33.4K +104 +1%
MFGM
1914
Marshall Financial Group (Maryland)
Maryland
$3.7M +$146K +456 +4%
ICP
1915
Impact Capital Partners
Colorado
$3.7M -$117K -363 -3%
ZBNA
1916
Zions Bancorporation, National Association
Utah
$3.69M -$5.46M -17,020 -61%
IP
1917
Indivisible Partners
Florida
$3.69M +$1.44M +4,490 +72%
ABTD
1918
Arvest Bank Trust Division
Oklahoma
$3.69M -$78.3K -244 -2%
SLFPAM
1919
St. Louis Financial Planners Asset Management
Missouri
$3.69M +$3.27M +10,176 New
F8IS
1920
Figure 8 Investment Strategies
Idaho
$3.68M +$749K +2,332 +28%
CAG
1921
Csenge Advisory Group
Florida
$3.68M +$477K +1,485 +16%
LTI
1922
Laffer Tengler Investments
Tennessee
$3.67M -$60K -187 -2%
SACTSONJ
1923
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.65M -$251K -782 -7%
SFA
1924
Souders Financial Advisors
Ohio
$3.64M -$270K -842 -7%
JSC
1925
J. Stern & Co
United Kingdom
$3.64M +$119K +370 +4%
75 76
77
78 79