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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3501
DDFG Inc
California
$6.71M -$62.1K -217 -0.9%
EIA
3502
Eldridge Investment Advisors
New Hampshire
$6.67M +$6.87K +24 +0.1%
HWA
3503
Heartwood Wealth Advisors
Virginia
$6.66M +$512K +1,789 +8%
ABWM
3504
Alpine Bank Wealth Management
Colorado
$6.66M -$206K -719 -3%
VPF
3505
Vantage Point Financial
Illinois
$6.66M +$163K +570 +3%
P
3506
Paradiem
Louisiana
$6.65M -$3.43M -11,982 -34%
TCM
3507
TD Capital Management
Tennessee
$6.65M +$290K +1,013 +5%
SFG
3508
Synergy Financial Group
California
$6.65M +$49.5K +173 +0.8%
SWRP
3509
Summit Wealth & Retirement Planning
California
$6.64M -$457K -1,596 -7%
NLA
3510
Northern Lights Advisors
Washington
$6.64M +$616K +2,153 +10%
ICP
3511
Ironvine Capital Partners
Nebraska
$6.64M – – –
MAM
3512
Mirabaud Asset Management
United Kingdom
$6.63M +$6.73M +23,536 New
CA
3513
Cortland Associates
Missouri
$6.63M -$328K -1,147 -5%
AAIM
3514
Asset Advisors Investment Management
Georgia
$6.63M -$703K -2,459 -10%
IA
3515
IAM Advisory
Pennsylvania
$6.62M +$10.6K +37 +0.2%
SAM
3516
Sycomore Asset Management
France
$6.62M – – –
MCM
3517
McRae Capital Management
New Jersey
$6.62M -$103K -360 -2%
EGWAG
3518
Elwood & Goetz Wealth Advisory Group
Georgia
$6.62M +$186K +652 +3%
WCM
3519
Wedge Capital Management
North Carolina
$6.62M -$744K -2,600 -10%
T
3520
Tableaux
Massachusetts
$6.61M -$41.5K -145 -0.6%
TFO
3521
Tarbox Family Office
California
$6.61M -$24.9K -87 -0.4%
KL
3522
KWMG LLC
Kansas
$6.6M +$17.4K +61 +0.3%
EFL
3523
ERn Financial LLC
Wisconsin
$6.59M +$160K +559 +3%
CIA
3524
Caerus Investment Advisors
Texas
$6.58M +$764K +2,670 +13%
WWM
3525
Waterway Wealth Management
Texas
$6.58M -$47.2K -165 -0.7%
139 140
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