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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
3626
Oak Family Advisors
Illinois
$4.32M -$69.7K -312 -2%
FF
3627
Francis Financial
$4.32M +$290K +1,298 +8%
CAM
3628
CPA Asset Management
Florida
$4.32M – – –
SFB
3629
STAR Financial Bank
Indiana
$4.32M -$756K -3,384 -15%
FSWA
3630
Financial Synergies Wealth Advisors
Texas
$4.31M +$2.92M +13,054 +239%
TPWM
3631
Twelve Points Wealth Management
Massachusetts
$4.31M -$115K -513 -3%
OLVIG
3632
Oliver Lagore Vanvalin Investment Group
Michigan
$4.31M -$601K -2,692 -13%
SC
3633
Schulhoff & Co
Ohio
$4.3M -$111K -495 -3%
GHAM
3634
Gilman Hill Asset Management
Connecticut
$4.3M -$61.2K -274 -1%
PSIWM
3635
Paradigm Strategies in Wealth Management
Minnesota
$4.29M +$12.7K +57 +0.3%
KL
3636
KilterHowling LLC
Colorado
$4.29M +$521K +2,333 +14%
WSWA
3637
Warren Street Wealth Advisors
California
$4.29M +$294K +1,315 +8%
HIM
3638
Hanlon Investment Management
New Jersey
$4.29M +$598K +2,677 +17%
SSCM
3639
Spectrum Strategic Capital Management
Oregon
$4.28M -$28.6K -128 -0.7%
V
3640
ViaWealth
Kansas
$4.26M +$145K +650 +4%
C
3641
CEDRUS
Colorado
$4.25M +$169K +757 +4%
NCTC
3642
New Covenant Trust Company
Indiana
$4.25M +$473K +2,119 +13%
CG
3643
Cynosure Group
Utah
$4.25M -$2.05M -9,160 -33%
RWMG
3644
Redwood Wealth Management Group
New Jersey
$4.24M -$123K -550 -3%
AI
3645
Arvest Investments
Arkansas
$4.24M -$32.2K -144 -0.8%
EMAM
3646
Encompass More Asset Management
California
$4.24M +$3.15M +14,113 +347%
GAM
3647
GEM Asset Management
Michigan
$4.23M -$35.3K -158 -0.8%
WWP
3648
Waypoint Wealth Partners
California
$4.23M +$19K +85 +0.5%
PCMF
3649
Private Capital Management (Florida)
Florida
$4.22M -$187K -839 -4%
LA
3650
Lane & Associates
New Jersey
$4.2M -$245K -1,098 -6%
144 145
146
147 148