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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
2726
Tru Independence Asset Management 2
Oregon
$4.32M +$3.92M +32,566 New
FP
2727
Fiduciary Planning
Florida
$4.32M +$61.2K +509 +2%
SAS
2728
Stelac Advisory Services
New York
$4.32M +$805K +6,689 +26%
CCC
2729
Crescent Capital Consulting
Louisiana
$4.32M +$3.91M +32,520 New
MCP
2730
Martin Capital Partners
Oregon
$4.3M -$32.5K -270 -0.8%
TFA
2731
Trinity Financial Advisors
Ohio
$4.3M +$3.85M +32,039 New
GCM
2732
Glynn Capital Management
California
$4.29M – – –
4WM
2733
44 Wealth Management
Oregon
$4.29M +$3.89M +32,305 New
WCM
2734
Windsor Capital Management
Arizona
$4.27M -$73.1K -608 -2%
SL
2735
Summitry LLC
California
$4.26M -$786K -6,533 -17%
SWRP
2736
Summit Wealth & Retirement Planning
California
$4.25M +$27.1K +225 +0.7%
SSWG
2737
Seven Springs Wealth Group
Tennessee
$4.25M -$52.3K -435 -1%
MFP
2738
Meridian Financial Partners
Virginia
$4.24M -$172K -1,431 -4%
CFG
2739
CMC Financial Group
Georgia
$4.24M -$120K -999 -3%
MAG
2740
Mayfair Advisory Group
Alabama
$4.23M +$488K +4,054 +15%
MCA
2741
Magnolia Capital Advisors
Mississippi
$4.22M +$26.2K +218 +0.7%
SPFA
2742
Summit Place Financial Advisors
New Jersey
$4.2M +$35.6K +296 +0.9%
EAM
2743
Eukles Asset Management
Ohio
$4.19M +$42.7K +355 +1%
BSAM
2744
Blue Square Asset Management
New York
$4.19M -$865K -7,188 -19%
WFA
2745
WestHill Financial Advisors
California
$4.18M +$3.79M +31,517 New
PA
2746
Parkside Advisors
California
$4.18M +$311K +2,585 +9%
CCA
2747
Column Capital Advisors
Indiana
$4.18M -$137K -1,137 -3%
BWA
2748
Beam Wealth Advisors
Louisiana
$4.17M -$1.39M -11,579 -27%
JDR
2749
Jay D. Rosenbaum
$4.17M -$195K -1,620 -5%
JSMC
2750
Jess S. Morgan & Co
California
$4.17M +$410K +3,410 +12%
108 109
110
111 112