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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1301
Cyndeo Wealth Partners
Florida
$1.42M +$336K +8,512 +31%
SB
1302
Strategic Blueprint
Georgia
$1.42M -$63.8K -1,619 -4%
LWP
1303
LMG Wealth Partners
Louisiana
$1.41M +$39.3K +996 +3%
SWA
1304
SOA Wealth Advisors
New York
$1.41M -$9.46K -240 -0.7%
HFM
1305
Hartford Financial Management
Connecticut
$1.41M -$13.8K -349 -1%
CCI
1306
Credit Capital Investments
New Jersey
$1.41M +$1.18M +30,000 +487%
WIM
1307
Waverton Investment Management
United Kingdom
$1.41M +$1.38K +35 +0.1%
SOAMC
1308
Spirit of America Management Corp
New York
$1.4M -$98.6K -2,500 -6%
PF
1309
Phoenix Financial
Israel
$1.4M – – –
VA
1310
Valmark Advisers
Ohio
$1.4M -$8.87K -225 -0.6%
HC
1311
Hourglass Capital
Texas
$1.4M -$63.5K -1,610 -4%
GL
1312
Graypoint LLC
New York
$1.39M -$51.9K -1,316 -4%
CBNLCF
1313
Cognios Beta Neutral Large Cap Fund
Kansas
$1.39M +$9.07K +230 +0.6%
MF
1314
Manchester Financial
California
$1.39M +$473 +12 +0%
AWM
1315
Accurate Wealth Management
Florida
$1.39M +$333K +8,453 +31%
AMBIA
1316
Allen Mooney & Barnes Investment Advisors
Georgia
$1.38M -$88K -2,231 -6%
CCG
1317
Coastwise Capital Group
California
$1.38M +$209K +5,297 +18%
FHC
1318
First Heartland Consultants
Missouri
$1.38M +$640K +16,239 +85%
VCAM
1319
Van Cleef Asset Management
Ohio
$1.38M +$28.4K +720 +2%
WCBA
1320
Weaver C. Barksdale & Associates
Tennessee
$1.37M -$56.4K -1,429 -4%
WI
1321
WrapManager Inc
California
$1.37M +$324K +8,228 +30%
WWM
1322
Wolff Wiese Magana
California
$1.37M +$83.1K +2,106 +6%
FNA
1323
First National Advisers
Nebraska
$1.37M +$54.1K +1,371 +4%
BP
1324
Ballentine Partners
Massachusetts
$1.37M +$328K +8,321 +31%
OSNBOA
1325
Old Second National Bank of Aurora
Illinois
$1.37M -$95.5K -2,422 -6%
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