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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
4726
Pitti Group Wealth Management
New York
$1.37M +$122K +603 +10%
MAG
4727
Mokosak Advisory Group
Iowa
$1.37M +$117K +578 +10%
PCM
4728
Prospera Capital Management
Arizona
$1.37M +$66.8K +331 +5%
LFS
4729
Lutz Financial Services
Nebraska
$1.36M +$19.2K +95 +1%
SIA
4730
Summit Investment Advisors
Maryland
$1.36M +$12.7K +63 +0.9%
BGA
4731
Battery Global Advisors
Massachusetts
$1.36M +$606 +3 +0%
BI
4732
Binnacle Investments
Iowa
$1.36M -$6.46K -32 -0.5%
BWM
4733
Biltmore Wealth Management
Arizona
$1.36M -$8.89K -44 -0.7%
VIA
4734
Virtus Investment Advisers
Connecticut
$1.36M +$1.34M +6,623 New
IFA
4735
Independence Financial Advisors
New Hampshire
$1.35M -$3.84K -19 -0.3%
TT
4736
TI-Trust
Illinois
$1.35M +$8.68K +43 +0.7%
CWA
4737
Cornerstone Wealth Advisors
Minnesota
$1.35M -$546K -2,703 -29%
PA
4738
Persium Advisors
Georgia
$1.35M +$158K +784 +14%
SA
4739
SoundView Advisors
Washington
$1.34M -$126K -625 -9%
CTC
4740
Corundum Trust Company
South Dakota
$1.34M -$1.21K -6 -0.1%
PIFP
4741
Partners in Financial Planning
Virginia
$1.34M +$202 +1 +0%
EPAM
4742
Evelyn Partners Asset Management
$1.34M -$1.88M -9,321 -59%
PRI
4743
Prepared Retirement Institute
Pennsylvania
$1.34M +$104K +514 +9%
TIA
4744
Tandem Investment Advisors
South Carolina
$1.33M -$97.5K -483 -7%
VWM
4745
Verus Wealth Management
Wisconsin
$1.33M -$22K -109 -2%
WAG
4746
Wheelhouse Advisory Group
Missouri
$1.33M +$174K +860 +15%
SGC
4747
Slocum, Gordon & Co
Rhode Island
$1.32M +$40.4K +200 +3%
FL
4748
FreeGulliver LLC
Louisiana
$1.32M -$236K -1,169 -15%
TCM
4749
TABR Capital Management
California
$1.32M -$62.4K -309 -5%
HFA
4750
Highland Financial Advisors
New Jersey
$1.32M +$20.2K +100 +2%
188 189
190
191 192