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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
3076
JNBA Financial Advisors
Minnesota
$9.02M +$511K +1,786 +6%
CC
3077
Constitution Capital
Connecticut
$9.02M -$378K -1,320 -4%
UOWF
3078
University of Wisconsin Foundation
Wisconsin
$9.01M -$3.2M -11,182 -26%
PCI
3079
Planning Center Inc
Illinois
$9.01M -$217K -757 -2%
AFW
3080
Avantra Family Wealth
Pennsylvania
$9M +$340K +1,187 +4%
T
3081
TOBAM
France
$9M +$152K +530 +2%
CM
3082
Cercano Management
Washington
$9M -$9.37M -32,773 -51%
VWM
3083
Vertrix Wealth Management
Michigan
$9M -$298K -1,043 -3%
ACP
3084
Argyle Capital Partners
California
$9M +$209K +732 +2%
GCM
3085
GKV Capital Management
California
$8.99M -$22.3K -78 -0.3%
BW
3086
BostonPremier Wealth
Massachusetts
$8.99M -$32.3K -113 -0.4%
JCFM
3087
JBR Co Financial Management
Oklahoma
$8.97M -$472K -1,650 -5%
TFP
3088
Tilia Fiduciary Partners
North Carolina
$8.96M +$206K +720 +2%
AWA
3089
Alaska Wealth Advisors
Alaska
$8.95M +$194K +679 +2%
AA
3090
Auctus Advisors
North Carolina
$8.93M -$2.14M -7,489 -20%
ACM
3091
Allred Capital Management
Texas
$8.92M -$70.4K -246 -0.8%
SIAG
3092
Signet Investment Advisory Group
Rhode Island
$8.92M +$29.5K +103 +0.3%
CGIM
3093
Capital Group Investment Management
Singapore
$8.92M +$2.25M +7,875 +34%
TVAMP
3094
Tennessee Valley Asset Management Partners
Tennessee
$8.92M +$1.76M +6,138 +25%
MSFP
3095
Mark Sheptoff Financial Planning
Connecticut
$8.92M -$93.8K -328 -1%
SPWM
3096
Spartan Planning & Wealth Management
North Carolina
$8.91M +$3.81M +13,332 +76%
GWWM
3097
Great Waters Wealth Management
Minnesota
$8.91M +$270K +943 +3%
CFIA
3098
Cantor Fitzgerald Investment Advisors
New York
$8.9M +$50.6K +177 +0.6%
PAMS
3099
Pinpoint Asset Management (Singapore)
$8.9M +$8.8M +30,756 New
FSBI
3100
Fearless Solutions (Best Invest)
Texas
$8.89M -$31.5K -110 -0.4%
122 123
124
125 126