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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1351
Ethos Financial Group
Pennsylvania
$338K -$61.6K -260 -17%
HHRDM
1352
H&H Retirement Design & Management
Nevada
$338K +$12.3K +52 +4%
CAL
1353
Capital Analysts LLC
Pennsylvania
$337K -$141K -597 -27%
SIA
1354
Soltis Investment Advisors
Utah
$331K -$174K -734 -31%
DA
1355
Doliver Advisors
Texas
$331K -$445K -1,877 -54%
NG
1356
Norden Group
Utah
$330K -$458K -1,932 -55%
KCIC
1357
Kuhn & Co Investment Counsel
Illinois
$330K +$1.9K +8 +0.5%
WC
1358
Waterloo Capital
Texas
$328K -$30.3K -128 -7%
FPH
1359
Financial Planning Hawaii
Hawaii
$328K – – –
WCP
1360
Wick Capital Partners
Pennsylvania
$328K +$64.4K +272 +20%
AA
1361
Alta Advisers
United Kingdom
$328K – – –
GAB
1362
German American Bancorp
Indiana
$327K -$59.5K -251 -14%
MLL
1363
Moody Lynn & Lieberson
Massachusetts
$327K -$7.58K -32 -2%
BA
1364
Ballast Advisors
Minnesota
$327K -$95.7K -404 -20%
LRIC
1365
Long Road Investment Counsel
Michigan
$326K -$9.48K -40 -2%
FC
1366
Fairscale Capital
New Hampshire
$326K -$35.1K -148 -9%
SG
1367
StoneX Group
New York
$326K +$347K +1,463 New
MA
1368
Mezzasalma Advisors
New Jersey
$326K -$202K -853 -35%
AWM
1369
Axxcess Wealth Management
California
$325K +$375K +1,584 New
LK
1370
Lumbard & Kellner
New Hampshire
$324K -$15.2K -64 -4%
SW
1371
SteelPeak Wealth
California
$324K +$32.9K +139 +10%
CCG
1372
Ceeto Capital Group
Florida
$324K – – –
MDA
1373
Minot DeBlois Advisors
Massachusetts
$323K +$84.6K +357 +29%
BW
1374
BIP Wealth
Georgia
$322K -$14.5K -61 -4%
TF
1375
Talbot Financial
Washington
$322K – – –
53 54
55
56 57