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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1526
GeoWealth Management
Illinois
$1.28M -$43.8K -195 -3%
CAS
1527
Coppell Advisory Solutions
Texas
$1.28M -$1.22M -5,439 -48%
APW
1528
Aventura Private Wealth
Florida
$1.28M +$176K +785 +15%
SFP
1529
Shepherd Financial Partners
Massachusetts
$1.28M -$29.6K -132 -2%
BCP
1530
Blue Chip Partners
Michigan
$1.28M +$89.6K +399 +7%
MC
1531
Mirabaud & Cie
Switzerland
$1.27M – – –
BH
1532
Burk Holdings
Oklahoma
$1.27M -$104K -463 -7%
SFO
1533
Stenger Family Office
Illinois
$1.27M +$869K +3,868 +190%
HPIA
1534
Hamilton Point Investment Advisors
North Carolina
$1.26M -$59.5K -265 -4%
DWM
1535
Drive Wealth Management
Utah
$1.26M -$16.2K -72 -1%
FAN
1536
Financial Advisors Network
California
$1.26M +$49.2K +219 +4%
VHAM
1537
Van Hulzen Asset Management
California
$1.26M -$202K -899 -13%
RWC
1538
Rare Wolf Capital
Washington
$1.26M +$1.32M +5,880 New
PTC
1539
Philadelphia Trust Company
Pennsylvania
$1.26M +$5.62K +25 +0.4%
FAL
1540
Focused Alpha LLC
Colorado
$1.25M +$1.31M +5,830 New
ALA
1541
Atlas Legacy Advisors
California
$1.25M +$3.14K +14 +0.2%
PLFS
1542
Provident Living Financial Services
Utah
$1.25M +$1.31M +5,821 New
BCM
1543
Bannerstone Capital Management
Minnesota
$1.24M +$1.3M +5,801 New
WH
1544
Wallace Hart
Kentucky
$1.24M +$1.3M +5,785 New
APW
1545
Austin Private Wealth
Texas
$1.23M +$130K +580 +11%
EWS
1546
Eagle Wealth Strategies
New Jersey
$1.23M +$33.7K +150 +3%
TWM
1547
Tradition Wealth Management
Minnesota
$1.23M +$142K +632 +12%
SCP
1548
Sivia Capital Partners
California
$1.23M +$18.9K +84 +1%
SIM
1549
Stratos Investment Management
Ohio
$1.22M +$436K +1,940 +51%
TCOV
1550
Trust Company of Vermont
Vermont
$1.22M +$64.7K +288 +5%
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