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Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
3626
David J. Yvars Group
Florida
$5.4M -$556K -2,361 -10%
LP
3627
LGL Partners
Pennsylvania
$5.39M +$81.1K +344 +2%
BCM
3628
Bayesian Capital Management
New York
$5.38M +$4.57M +19,400 +924%
CSWM
3629
Cassady Schiller Wealth Management
Ohio
$5.38M -$242K -1,026 -5%
RHIG
3630
R.H. Investment Group
Arizona
$5.37M +$5.06M +21,463 New
PWM
3631
Prentice Wealth Management
New York
$5.37M +$2.31M +9,802 +84%
RIS
3632
Retirement Income Solutions
Michigan
$5.37M +$222K +941 +5%
RA
3633
RoundAngle Advisors
New Jersey
$5.37M +$5.05M +21,426 New
MCWA
3634
Meadow Creek Wealth Advisors
Georgia
$5.36M +$265K +1,124 +6%
DL
3635
DOHJ LLC
Washington
$5.36M +$363K +1,539 +8%
SHF
3636
Safe Harbor Fiduciary
Florida
$5.36M +$13.7K +58 +0.3%
GJIA
3637
Glass Jacobson Investment Advisors
Maryland
$5.36M +$483K +2,048 +11%
TFA
3638
Tobias Financial Advisors
Florida
$5.35M +$273K +1,157 +6%
DWM
3639
DKM Wealth Management
California
$5.35M +$5.03M +21,346 New
FBC
3640
Fairfield, Bush & Co
Connecticut
$5.34M -$69.1K -293 -1%
MMHP
3641
Murphy Middleton Hinkle & Parker
Georgia
$5.33M +$221K +937 +5%
NICM
3642
Neo Ivy Capital Management
New York
$5.33M +$2.02M +8,581 +67%
AGA
3643
Accuvest Global Advisors
Utah
$5.33M -$271K -1,150 -5%
MWPCG
3644
Measured Wealth Private Client Group
New Hampshire
$5.32M -$13K -55 -0.3%
WF
3645
WinCap Financial
Massachusetts
$5.32M +$5.01M +21,259 New
PHAM
3646
Palisades Hudson Asset Management
Florida
$5.32M -$203K -860 -4%
VIA
3647
Vickerman Investment Advisors
Washington
$5.32M -$500K -2,121 -9%
TCM
3648
Tradewinds Capital Management
Washington
$5.31M +$419K +1,779 +9%
OFG
3649
OmniStar Financial Group
North Carolina
$5.31M +$83.2K +353 +2%
GFA
3650
Gallagher Fiduciary Advisors
Illinois
$5.31M +$317K +1,346 +7%
144 145
146
147 148