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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
4001
Seven Post Investment Office
California
$2.05M -$173K -950 -7%
HEIP
4002
Hudson Edge Investment Partners
New Jersey
$2.05M -$164K -904 -7%
RCIM
4003
Red Cedar Investment Management
Michigan
$2.04M -$2.72M -14,935 -56%
OFP
4004
OLIO Financial Planning
Virginia
$2.04M – – –
XSC
4005
X-Square Capital
Puerto Rico
$2.03M +$19.8K +109 +0.9%
CPA
4006
Clear Point Advisors
New York
$2.03M +$4K +22 +0.2%
RIA
4007
Richwood Investment Advisors
Ohio
$2.03M – – –
MSWMA
4008
Market Street Wealth Management Advisors
Indiana
$2.03M -$182K -1,002 -8%
EWM
4009
Evergreen Wealth Management
Michigan
$2.03M – – –
BWM
4010
Blossom Wealth Management
California
$2.03M +$52K +286 +2%
RWM
4011
Raffa Wealth Management
District of Columbia
$2.02M -$22.5K -124 -1%
MTC
4012
Matrix Trust Company
Colorado
$2.02M -$11.1K -61 -0.5%
MSWM
4013
Mowery & Schoenfeld Wealth Management
Illinois
$2.01M -$34.5K -190 -2%
RWA
4014
Rooted Wealth Advisors
Illinois
$2.01M +$48.5K +267 +2%
WFL
4015
Wealth Forward LLC
North Dakota
$2.01M -$20.4K -112 -0.9%
FS
4016
Financial Symmetry
North Carolina
$2.01M +$52.4K +288 +3%
SLFPAM
4017
St. Louis Financial Planners Asset Management
Missouri
$2.01M +$198K +1,089 +10%
FPIS
4018
Financial Planning & Information Services
Wisconsin
$2.01M -$28.7K -158 -1%
FFL
4019
Financial Freedom LLC
Ohio
$2.01M +$2.18K +12 +0.1%
LA
4020
Lakeside Advisors
Washington
$2.01M -$9.27K -51 -0.4%
HA
4021
HHLR Advisors
Cayman Islands
$2.01M +$2.13M +11,700 New
VWM
4022
VCI Wealth Management
Missouri
$2M +$22.7K +125 +1%
BFS
4023
Burr Financial Services
California
$2M +$63.6K +350 +3%
AIM
4024
AMI Investment Management
Indiana
$1.99M -$81.1K -446 -4%
WWM
4025
Whalen Wealth Management
Nevada
$1.99M +$956K +5,260 +83%
159 160
161
162 163