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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2801
Lakeshore Financial Planning
Michigan
$10.9M -$172K -600 -2%
QA
2802
Quattro Advisors
Pennsylvania
$10.8M +$54.6K +191 +0.5%
WCM
2803
Wisconsin Capital Management
Wisconsin
$10.8M +$33.5K +117 +0.3%
RFA
2804
ROI Financial Advisors
Oregon
$10.8M -$264K -923 -2%
CCP
2805
Cane Capital Partners
Louisiana
$10.8M -$1.67M -5,831 -14%
LFGO
2806
Legacy Financial Group (Oklahoma)
Oklahoma
$10.8M -$369K -1,290 -3%
T
2807
TrustBank
Illinois
$10.8M -$13.4K -47 -0.1%
PB
2808
Pinnacle Bancorp
Nebraska
$10.8M +$504K +1,761 +5%
YWS
2809
Yarger Wealth Strategies
Ohio
$10.8M +$142K +495 +1%
FGWP
2810
Founders Grove Wealth Partners
Virginia
$10.8M +$941K +3,290 +10%
PP
2811
Patron Partners
Texas
$10.8M -$32K -112 -0.3%
OPA
2812
Old Port Advisors
Maine
$10.8M +$26K +91 +0.2%
BIA
2813
Beacon Investment Advisors
Maryland
$10.7M +$3.72K +13 +0%
KFS
2814
Keynote Financial Services
Connecticut
$10.7M -$135K -471 -1%
RC
2815
Rahlfs Capital
Texas
$10.7M +$28.6K +100 +0.3%
CPC
2816
Consolidated Planning Corp
Georgia
$10.7M -$454K -1,587 -4%
BBP
2817
Banco BTG Pactual
Brazil
$10.7M +$9.95M +34,780 +1,564%
HWM
2818
Howard Wealth Management
Connecticut
$10.7M +$433K +1,515 +4%
CWMGO
2819
Capstone Wealth Management Group (Oregon)
Oregon
$10.7M -$658K -2,299 -6%
MSA
2820
McAlister Sweet & Associates
Texas
$10.7M +$22.3K +78 +0.2%
ECAM
2821
East Coast Asset Management
Massachusetts
$10.7M -$506K -1,768 -5%
BC
2822
Bruce & Co
Illinois
$10.7M -$572K -2,000 -5%
EWM
2823
Elmwood Wealth Management
California
$10.7M +$154K +540 +1%
PMSA
2824
Patrick M. Sweeney & Associates
Illinois
$10.7M -$61.5K -215 -0.6%
TPM
2825
Triasima Portfolio Management
Quebec, Canada
$10.7M +$3.53M +12,349 +50%
111 112
113
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