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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2976
Trueblood Wealth Management
Ohio
$8.84M +$18.6K +79 +0.2%
SPI
2977
Sutton Place Investors
New York
$8.83M +$128K +541 +2%
CPA
2978
Cathy Pareto & Associates
Florida
$8.82M +$8.3M +35,232 New
HC
2979
Hourglass Capital
Texas
$8.82M -$37.2K -158 -0.4%
EA
2980
Ellsworth Advisors
Ohio
$8.81M +$215K +911 +3%
FGC
2981
Financial Gravity Companies
Texas
$8.8M +$8.29M +35,159 New
CIP
2982
Convergence Investment Partners
Florida
$8.79M -$627K -2,660 -7%
EWA
2983
Evolution Wealth Advisors
Florida
$8.79M +$942K +3,998 +13%
PAA
2984
Peregrine Asset Advisers
Oregon
$8.79M -$736K -3,121 -8%
OPWM
2985
Oxinas Partners Wealth Management
Indiana
$8.79M -$215K -913 -3%
UIA
2986
Ulland Investment Advisors
Minnesota
$8.78M -$1.89K -8 -0%
CPCM
2987
Cardinal Point Capital Management
Ontario, Canada
$8.77M +$1.49M +6,329 +22%
AGWCA
2988
Annis Gardner Whiting Capital Advisors
Florida
$8.77M -$395K -1,678 -5%
BCI
2989
Brinker Capital Investments
Pennsylvania
$8.77M -$196M -830,587 -94%
OPS
2990
Orion Portfolio Solutions
Nebraska
$8.77M -$196M -830,587 -94%
GWP
2991
Gateway Wealth Partners
Wisconsin
$8.76M +$398K +1,687 +5%
P
2992
Paradiem
Louisiana
$8.76M – – –
MLA
2993
My Legacy Advisors
Oregon
$8.76M +$330K +1,402 +4%
FWM
2994
Fingerlakes Wealth Management
New York
$8.74M -$101K -430 -1%
SFG
2995
Shum Financial Group
California
$8.72M -$230K -977 -3%
FBT
2996
First Bankers Trust
Kentucky
$8.72M -$196K -833 -2%
RPCONE
2997
Retirement Planning Company of New England
Rhode Island
$8.72M +$259K +1,097 +3%
NAG
2998
Northstar Advisory Group
New Jersey
$8.71M +$211K +895 +3%
AGAM
2999
Audent Global Asset Management
California
$8.71M +$4.99M +21,162 +155%
TI
3000
tru Independence
Oregon
$8.71M -$353K -1,498 -4%
118 119
120
121 122