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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3826
Compass Advisory Group
New York
$2.02M +$498K +2,859 +38%
SC
3827
Stephens Consulting
Michigan
$2.02M -$828K -4,749 -31%
PP
3828
Prosperity Planning
Missouri
$2.02M -$92.7K -532 -5%
JHP
3829
James Hambro & Partners
United Kingdom
$2.02M +$206K +1,185 +13%
VC
3830
Veery Capital
Delaware
$2.01M -$19.7K -113 -1%
AWA
3831
Authentikos Wealth Advisory
California
$2.01M -$24.7K -142 -1%
1IA
3832
1620 Investment Advisors
Massachusetts
$2.01M -$11.5K -66 -0.6%
ICA
3833
Infrastructure Capital Advisors
New York
$2M -$176K -1,012 -72%
SWM
3834
Seed Wealth Management
Illinois
$2M – – –
DFA
3835
DHJJ Financial Advisors
Illinois
$2M -$22.3K -128 -1%
SPI
3836
Santori & Peters Inc
Pennsylvania
$2M +$1.92K +11 +0.1%
GFG
3837
GR Financial Group
Arizona
$2M -$93.7K -538 -5%
CFGSD
3838
Compass Financial Group (South Dakota)
South Dakota
$1.99M +$5.4K +31 +0.3%
CSIA
3839
Carl Stuart Investment Advisor
Texas
$1.99M +$1.74K +10 +0.1%
RFP
3840
Roth Financial Partners
Texas
$1.99M – – –
LFA
3841
Level Financial Advisors
New York
$1.99M +$34.9K +200 +2%
DACS
3842
Dymon Asia Capital (Singapore)
Singapore
$1.99M +$1.78M +10,238 New
TWA
3843
Talisman Wealth Advisors
New Jersey
$1.98M -$717K -4,114 -29%
WCM
3844
Wealthcare Capital Management
Virginia
$1.97M +$27.5K +158 +2%
RPG
3845
Resource Planning Group
Georgia
$1.97M -$130K -744 -7%
BAWC
3846
Boyce & Associates Wealth Consulting
Texas
$1.97M -$14.5K -83 -0.8%
SSG
3847
Summit Securities Group
New York
$1.97M -$6.77M -38,831 -79%
GEM
3848
Global Endowment Management
North Carolina
$1.97M – – –
EPP
3849
ETF Portfolio Partners
Kansas
$1.97M – – –
I2I
3850
Insight 2811 Inc
Illinois
$1.97M -$141K -811 -7%
152 153
154
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