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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2801
Strategic Financial Concepts
Texas
$8.84M +$4.6M +20,600 +119%
SIG
2802
Sky Investment Group
Connecticut
$8.84M -$235K -1,052 -3%
GC
2803
Gilbert & Cook
Iowa
$8.82M +$57.8K +259 +0.7%
HL
2804
HeadInvest LLC
Maine
$8.81M -$139K -621 -2%
CIP
2805
Convergence Investment Partners
Florida
$8.8M +$1.88M +8,436 +29%
LP
2806
LMR Partners
United Kingdom
$8.8M -$26.4M -118,170 -76%
BV
2807
Boxwood Ventures
Illinois
$8.79M – – –
UAML
2808
US Asset Management LLC
Pennsylvania
$8.79M -$395K -1,770 -4%
TFA
2809
Transamerica Financial Advisors
Florida
$8.78M +$8.41M +37,667 New
ITC
2810
Inspire Trust Company
Nevada
$8.77M +$475K +2,126 +6%
GP
2811
Greenline Partners
New York
$8.77M -$598K -2,677 -7%
DA
2812
Dash Acquisitions
California
$8.77M +$142K +637 +2%
RDFA
2813
Ritter Daniher Financial Advisory
Ohio
$8.77M -$136K -609 -2%
VAM
2814
Verity Asset Management
North Carolina
$8.77M -$90.7K -406 -1%
SIAG
2815
Safeguard Investment Advisory Group
California
$8.76M -$586K -2,623 -7%
NPP
2816
New Potomac Partners
Maryland
$8.76M -$90.4K -405 -1%
BIA
2817
Beacon Investment Advisors
Maryland
$8.74M +$11.8K +53 +0.1%
VWM
2818
Vigilare Wealth Management
Arizona
$8.72M -$123K -551 -1%
FEG
2819
Financial Enhancement Group
Indiana
$8.72M +$1.12M +5,014 +11%
APW
2820
Acima Private Wealth
Virginia
$8.71M – – –
SIM
2821
Studio Investment Management
Illinois
$8.7M -$12.3K -55 -0.1%
CL
2822
COWA LLC
Oklahoma
$8.68M +$215K +961 +3%
BFWA
2823
Benchmark Financial Wealth Advisors
Florida
$8.66M +$425K +1,902 +5%
VCP
2824
Vista Capital Partners
Oregon
$8.65M +$58.5K +262 +0.7%
SFWA
2825
Summit Financial Wealth Advisors
Louisiana
$8.64M -$281K -1,259 -3%
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113
114 115