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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1501
Comerica Securities
Michigan
$1.62M +$124K +2,347 +8%
CA
1502
Continuum Advisory
Idaho
$1.62M +$628K +11,864 +49%
SS
1503
Simplicity Solutions
Minnesota
$1.62M +$179K +3,388 +12%
FDS
1504
Freedom Day Solutions
Texas
$1.61M -$165K -3,107 -9%
CIA
1505
Cladis Investment Advisory
Montana
$1.61M -$21.1K -399 -1%
LB
1506
Leo Brokerage
Texas
$1.61M +$1.68M +31,668 New
SFP
1507
Sandbox Financial Partners
Maryland
$1.61M -$75.9K -1,432 -4%
CAAS
1508
Capital Asset Advisory Services
Michigan
$1.61M -$44.2K -834 -3%
PCG
1509
Prosperity Consulting Group
Maryland
$1.61M -$19.5K -368 -1%
DLHL
1510
Donald L. Hagan LLC
Florida
$1.61M +$137K +2,586 +9%
BMC
1511
Beaton Management Company
Massachusetts
$1.61M +$26.5K +500 +2%
MCAI
1512
Members Capital Advisors Inc
Wisconsin
$1.61M – – –
SFG
1513
Summit Financial Group
West Virginia
$1.6M -$21.2K -400 -1%
SIM
1514
Sterling Investment Management
Arizona
$1.6M -$427K -8,066 -20%
LIM
1515
Longfellow Investment Management
Massachusetts
$1.6M – – –
BCM
1516
Birmingham Capital Management
Alabama
$1.6M +$227K +4,285 +16%
MMG
1517
Monetary Management Group
Missouri
$1.6M -$53K -1,000 -3%
TI
1518
tru Independence
Oregon
$1.6M +$750K +14,154 +82%
PG
1519
Patten Group
Tennessee
$1.59M +$191K +3,597 +13%
BAM
1520
Bruderman Asset Management
New York
$1.59M -$1.69M -31,837 -51%
BA
1521
Bridgewater Advisors
New York
$1.59M +$1.39M +26,262 +540%
HFG
1522
Heron Financial Group
New York
$1.58M +$48.2K +910 +3%
MSFS
1523
Main Street Financial Solutions
Pennsylvania
$1.58M +$97.3K +1,837 +6%
RWB
1524
RMR Wealth Builders
New Jersey
$1.58M +$1.19M +22,440 +262%
BDWM
1525
Brewin Dolphin Wealth Management
Ireland
$1.58M -$95.1K -1,795 -5%
59 60
61
62 63