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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4076
Burr Financial Services
California
$2.02M +$1.96M +10,590 New
APS
4077
American Planning Services
Florida
$2.02M +$116K +626 +6%
GKIM
4078
GW&K Investment Management
Massachusetts
$2.02M +$112K +609 +6%
DWM
4079
Defined Wealth Management
Oregon
$2.02M +$19.4K +105 +1%
CSIA
4080
Conrad Siegel Investment Advisors
Pennsylvania
$2.01M +$97.3K +527 +5%
VC
4081
Veery Capital
Delaware
$2.01M -$13.3K -72 -0.7%
LFA
4082
Lauterbach Financial Advisors
Texas
$2.01M -$19.8K -107 -1%
TC
4083
Trilogy Capital
California
$2M +$77.5K +420 +4%
SC
4084
Scholtz & Company
Connecticut
$2M +$1.92M +10,405 New
HIA
4085
Harvest Investment Advisors
Florida
$2M -$9.42K -51 -0.5%
CWM
4086
CCG Wealth Management
California
$1.99M -$186K -1,006 -9%
PP
4087
Prosperity Planning
Missouri
$1.99M -$18.1K -98 -0.9%
RS
4088
Rakuten Securities
Japan
$1.99M +$1.91M +10,343 New
SPI
4089
Santori & Peters Inc
Pennsylvania
$1.98M – – –
TIA
4090
Tandem Investment Advisors
South Carolina
$1.98M -$410K -2,218 -18%
WN
4091
Williams & Novak
California
$1.98M +$1.9M +10,289 New
CSIA
4092
Carl Stuart Investment Advisor
Texas
$1.98M +$1.66K +9 +0.1%
MWM
4093
MorganRosel Wealth Management
Colorado
$1.98M -$21.6K -117 -1%
BAWC
4094
Boyce & Associates Wealth Consulting
Texas
$1.98M +$54.1K +293 +3%
EPP
4095
ETF Portfolio Partners
Kansas
$1.98M – – –
GFG
4096
GR Financial Group
Arizona
$1.97M -$10.7K -58 -0.6%
EA
4097
Echo45 Advisors
California
$1.97M +$35.6K +193 +2%
GWSA
4098
Global Wealth Strategies & Associates
Colorado
$1.96M +$163K +883 +9%
ARIS
4099
Advanced Research Investment Solutions
California
$1.96M +$94.2K +510 +5%
GC
4100
Giverny Capital
Quebec, Canada
$1.96M -$770K -4,168 -29%
162 163
164
165 166