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Name Holding Trade Value Shares
Change 		Change in
Stake
KS
3901
Karpas Strategies
Connecticut
$1.8M +$17.4K +100 +1%
CAP
3902
Columbia Advisory Partners
Washington
$1.8M -$230K -1,321 -12%
IPW
3903
Impact Partnership Wealth
Georgia
$1.79M +$1.61M +9,244 New
AWA
3904
ARQ Wealth Advisors
Arizona
$1.79M +$298K +1,709 +23%
PFM
3905
Phillips Financial Management
Indiana
$1.78M +$93.2K +535 +6%
MF
3906
Meridian Financial
Massachusetts
$1.78M -$1.74K -10 -0.1%
LFA
3907
LGT Financial Advisors
Texas
$1.78M – – –
CAM
3908
Costello Asset Management
Pennsylvania
$1.78M -$4.36K -25 -0.3%
ACM
3909
Armbruster Capital Management
New York
$1.77M +$93.9K +539 +6%
FP
3910
Fiduciary Planning
Florida
$1.76M -$53.1K -305 -3%
LFA
3911
Legend Financial Advisors
Pennsylvania
$1.76M -$162K -928 -9%
OA
3912
Operose Advisors
Wisconsin
$1.76M -$9.93K -57 -0.6%
SEA
3913
Stegent Equity Advisors
Texas
$1.75M -$69.7K -400 -4%
HCM
3914
Horrell Capital Management
Arkansas
$1.75M -$8.71K -50 -0.6%
GFL
3915
Granite FO LLC
New Hampshire
$1.75M -$509K -2,920 -24%
LFDLE
3916
La Financiere de L'Echiquier
France
$1.74M -$607K -3,485 -28%
DB
3917
Dravo Bay
Delaware
$1.74M +$704K +4,038 +82%
SC
3918
Sinecera Capital
Texas
$1.74M +$1.56M +8,951 New
CWA
3919
Cornerstone Wealth Advisors
Minnesota
$1.74M +$765K +4,388 +96%
PA
3920
Probity Advisors
Texas
$1.73M +$1.56M +8,944 New
PCM
3921
Presidio Capital Management
California
$1.73M +$412K +2,364 +36%
OWM
3922
Orgel Wealth Management
Wisconsin
$1.73M +$11.5K +66 +0.7%
MBFW
3923
Morton Brown Family Wealth
Pennsylvania
$1.73M -$6.45K -37 -0.4%
DF
3924
Donoghue Forlines
Massachusetts
$1.73M +$420K +2,409 +37%
EW
3925
Enzi Wealth
Texas
$1.73M +$66.6K +382 +4%
155 156
157
158 159