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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3751
Ascension Capital Advisors
Texas
$1.25M +$56.7K +361 +4%
HCM
3752
Hutner Capital Management
Vermont
$1.25M +$98.4K +627 +7%
HFW
3753
Horizon Family Wealth
Illinois
$1.24M +$6.75K +43 +0.5%
SFG
3754
Steward Financial Group
Texas
$1.24M +$175K +1,116 +14%
PA
3755
Probity Advisors
Texas
$1.23M -$34.5K -220 -2%
FA
3756
Fortis Advisors
Pennsylvania
$1.23M -$31.4K -200 -2%
OLA
3757
Oliver Luxxe Assets
New Jersey
$1.23M -$112K -711 -7%
LWMNY
3758
Landmark Wealth Management (New York)
New York
$1.23M +$1.4M +8,915 New
PCMF
3759
Private Capital Management (Florida)
Florida
$1.23M +$13.5K +86 +1%
CP
3760
Coho Partners
Pennsylvania
$1.23M -$47.1K -300 -3%
VIM
3761
Vista Investment Management
Pennsylvania
$1.23M -$3.77K -24 -0.3%
MTC
3762
Matrix Trust Company
Colorado
$1.22M +$427K +2,721 +44%
RAM
3763
Rempart Asset Management
Canada
$1.22M – – –
OPWM
3764
Oakwell Private Wealth Management
Texas
$1.22M -$17.6K -112 -1%
MADR
3765
Milestones Administradora de Recursos
Brazil
$1.22M -$2.26M -14,390 -62%
SAM
3766
Stone Asset Management
Texas
$1.22M +$338K +2,154 +32%
GAA
3767
Green Alpha Advisors
Colorado
$1.21M -$5.02M -31,971 -78%
CAAM
3768
Cornerstone Advisors Asset Management
Pennsylvania
$1.21M -$409K -2,605 -23%
IFA
3769
Interactive Financial Advisors
Illinois
$1.21M – – –
MW
3770
Milestone Wealth
New York
$1.21M -$118K -750 -8%
FWM
3771
ForthRight Wealth Management
Georgia
$1.21M +$287K +1,829 +26%
BSWM
3772
Boston Standard Wealth Management
Massachusetts
$1.2M +$133K +846 +11%
PIFP
3773
Partners in Financial Planning
Virginia
$1.2M +$157 +1 +0%
WF
3774
Whelan Financial
California
$1.2M -$25.9K -165 -2%
RWG
3775
Ratio Wealth Group
Colorado
$1.2M -$4.08K -26 -0.3%
149 150
151
152 153