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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2626
Thrive Wealth Management
Pennsylvania
$7.49M +$102K +563 +1%
PA
2627
Parkside Advisors
California
$7.48M -$170K -933 -2%
JPLA
2628
Joseph P. Lucia & Associates
New York
$7.48M +$84.7K +466 +1%
MFA
2629
Morling Financial Advisors
California
$7.48M -$131K -721 -2%
IIC
2630
Integrated Investment Consultants
Michigan
$7.46M -$86.9K -478 -1%
CCA
2631
Cadent Capital Advisors
Oklahoma
$7.45M +$1.61M +8,877 +26%
SAM
2632
Summit Asset Management
Tennessee
$7.45M +$114K +625 +1%
APWM
2633
Atlas Private Wealth Management
New York
$7.43M -$432K -2,376 -5%
OPW
2634
Oxler Private Wealth
New York
$7.42M +$299K +1,646 +4%
MIS
2635
Morningstar Investment Services
Illinois
$7.41M -$5.9M -32,425 -43%
AFG
2636
ABLE Financial Group
Arizona
$7.4M -$355K -1,951 -4%
RFA
2637
ROI Financial Advisors
Oregon
$7.4M -$602K -3,310 -7%
BHBT
2638
Burke & Herbert Bank & Trust
Virginia
$7.39M -$1.04M -5,738 -12%
WPIC
2639
White Pine Investment Company
Michigan
$7.38M -$467K -2,569 -6%
AIM
2640
Aurora Investment Managers
Florida
$7.38M -$305K -1,680 -4%
HL
2641
HeadInvest LLC
Maine
$7.38M -$1.28M -7,041 -14%
KBFS
2642
Kohmann Bosshard Financial Services
Ohio
$7.38M +$157K +862 +2%
SA
2643
Sage Advisors
Colorado
$7.37M -$2.11M -11,579 -21%
CIM
2644
Chapman Investment Management
California
$7.37M -$343K -1,884 -4%
FDS
2645
Freedom Day Solutions
Texas
$7.37M -$187K -1,026 -2%
CWA
2646
Clarus Wealth Advisors
Arizona
$7.37M -$238K -1,307 -3%
GB
2647
Goepper Burkhardt
South Carolina
$7.37M -$171K -940 -2%
LC
2648
Lavaca Capital
Texas
$7.36M +$4.93M +27,111 +171%
BCM
2649
Bourgeon Capital Management
Connecticut
$7.36M -$28.5K -157 -0.4%
EL
2650
EMFO LLC
Florida
$7.35M +$90.9K +500 +1%
104 105
106
107 108