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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2926
Sather Financial Group
Texas
$6.44M -$32.1K -174 -0.5%
NIP
2927
Nicholas Investment Partners
California
$6.43M +$157K +852 +3%
SRWM
2928
Shira Ridge Wealth Management
California
$6.42M -$6.28K -34 -0.1%
PSP
2929
Pacific Sage Partners
Washington
$6.42M -$6.83K -37 -0.1%
SW
2930
StrongBox Wealth
Missouri
$6.41M -$26.8K -145 -0.4%
GWA
2931
Gratus Wealth Advisors
Virginia
$6.4M +$6.14M +33,263 New
CUAMC
2932
China Universal Asset Management Company
China
$6.39M -$1.47M -7,967 -19%
CIC
2933
Chase Investment Counsel
Virginia
$6.38M -$134K -724 -2%
KTM
2934
Keeler Thomas Management
Utah
$6.37M -$259K -1,402 -4%
NF
2935
Nvest Financial
New Hampshire
$6.37M +$155K +842 +3%
UC
2936
Unio Capital
New Jersey
$6.37M +$5.72K +31 +0.1%
LOAMU
2937
Lombard Odier Asset Management (USA)
New York
$6.36M -$13.6M -73,526 -69%
MM
2938
Meridian Management
Arkansas
$6.36M -$1.48K -8 -0%
LFP
2939
Lakeshore Financial Planning
Michigan
$6.36M -$131K -711 -2%
SCM
2940
Seascape Capital Management
New Hampshire
$6.36M +$217K +1,174 +4%
CWA
2941
Choice Wealth Advisors
Maine
$6.35M -$16.6K -90 -0.3%
BIM
2942
Barton Investment Management
Pennsylvania
$6.35M – – –
TFP
2943
Tilia Fiduciary Partners
North Carolina
$6.33M -$45.2K -245 -0.7%
ICM
2944
Ionic Capital Management
New York
$6.33M +$5.78M +31,315 +1,982%
TMWM
2945
Taylor & Morgan Wealth Management
Michigan
$6.32M +$11.6K +63 +0.2%
GDP
2946
Great Diamond Partners
Maine
$6.32M -$755K -4,088 -11%
IAG
2947
Investment Advisory Group
Massachusetts
$6.31M -$143K -777 -2%
S
2948
Sachetta
Massachusetts
$6.31M +$6.05M +32,756 New
DWM
2949
Dechtman Wealth Management
Colorado
$6.3M +$56.7K +307 +0.9%
LIG
2950
Lokken Investment Group
Delaware
$6.3M +$27.5K +149 +0.5%
116 117
118
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