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Name Holding Trade Value Shares
Change 		Change in
Stake
NGM
2601
North Growth Management
British Columbia, Canada
$8.51M – – –
FLI
2602
Family Legacy Inc
South Carolina
$8.51M -$63K -341 -0.8%
MLA
2603
My Legacy Advisors
Oregon
$8.51M -$162K -877 -2%
APIM
2604
Agate Pass Investment Management
Washington
$8.49M +$80.7K +437 +1%
CIS
2605
Custom Index Systems
New York
$8.49M +$8.14M +44,109 New
EFH
2606
Eaton Financial Holdings
Florida
$8.49M +$716K +3,880 +10%
PD
2607
Planning Directions
Pennsylvania
$8.48M +$33.1K +179 +0.4%
FIC
2608
FCG Investment Company
Tennessee
$8.47M +$8.13M +44,018 New
BWAM
2609
Boyd Watterson Asset Management
Ohio
$8.47M -$59.6K -323 -0.7%
FDS
2610
Freedom Day Solutions
Texas
$8.47M -$46.2K -250 -0.6%
IIC
2611
Integrated Investment Consultants
Michigan
$8.47M +$60.2K +326 +0.7%
DMC
2612
Drexel Morgan & Co
Pennsylvania
$8.46M +$31.6K +171 +0.4%
CC
2613
Cypress Capital
Tennessee
$8.46M +$28.1K +152 +0.3%
RWM
2614
RBA Wealth Management
California
$8.45M -$4.06K -22 -0.1%
BWM
2615
BKM Wealth Management
Wisconsin
$8.45M +$8.1M +43,863 New
APW
2616
Acima Private Wealth
Virginia
$8.44M -$1.03M -5,581 -11%
UH
2617
Unigestion Holding
Switzerland
$8.41M -$178K -964 -2%
RPCONE
2618
Retirement Planning Company of New England
Rhode Island
$8.39M +$433K +2,343 +6%
IIM
2619
Intact Investment Management
Quebec, Canada
$8.38M -$462K -2,500 -5%
TCM
2620
Tanaka Capital Management
New York
$8.37M -$387K -2,095 -5%
UBG
2621
United Bank (Georgia)
Georgia
$8.35M -$36.6K -198 -0.5%
OC
2622
Oarsman Capital
Wisconsin
$8.34M +$450K +2,438 +6%
WFA
2623
WestHill Financial Advisors
California
$8.34M -$9.6K -52 -0.1%
CWP
2624
Curated Wealth Partners
California
$8.33M -$336K -1,819 -4%
CCFM
2625
Clear Creek Financial Management
Washington
$8.32M -$136K -738 -2%
103 104
105
106 107