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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
3651
Sage Financial Management Group
Virginia
$580K – – –
CIAS
3652
CFS Investment Advisory Services
New Jersey
$580K +$548K +4,233 New
BA
3653
BCM Advisors
Louisiana
$579K -$3.63K -28 -0.7%
RBCM
3654
Raub Brock Capital Management
California
$578K +$20.9K +161 +4%
PS
3655
Portfolio Solutions
Michigan
$574K +$164K +1,263 +47%
BFP
3656
Briaud Financial Planning
Texas
$568K – – –
FC
3657
Ferris Capital
Massachusetts
$565K -$19.4M -150,041 -97%
BFA
3658
Bluestem Financial Advisors
Illinois
$565K +$130 +1 +0%
TWP
3659
Total Wealth Planning
Ohio
$565K +$130K +1,004 +32%
CIM
3660
Contravisory Investment Management
Massachusetts
$563K – – –
KS
3661
Karpas Strategies
Connecticut
$562K -$117K -900 -18%
CWA
3662
Cornerstone Wealth Advisors
Minnesota
$557K – – –
NI
3663
NFC Investments
Tennessee
$550K -$25.9K -200 -5%
NOCM
3664
Night Owl Capital Management
Connecticut
$550K – – –
VCG
3665
Vantage Consulting Group
Virginia
$549K +$135K +1,041 +35%
BWLSA
3666
Blue Water Life Science Advisors
California
$548K – – –
PP
3667
Peconic Partners
New York
$548K – – –
BAM
3668
Boyar Asset Management
New York
$547K – – –
LFGH
3669
Lee Financial Group Hawaii
Hawaii
$544K +$1.3K +10 +0.3%
LPWM
3670
Lake Point Wealth Management
Texas
$543K +$513K +3,963 New
JFS
3671
JD Financial Services
Pennsylvania
$539K +$6.61K +51 +1%
DT
3672
Daniels + Tansey
Delaware
$527K – – –
CAG
3673
Compass Advisory Group
New York
$521K -$75.2K -580 -13%
MAM
3674
MMA Asset Management
Pennsylvania
$520K – – –
VIMU
3675
Veritas Investment Management (UK)
United Kingdom
$518K – – –
145 146
147
148 149