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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3626
Claris Financial
Virginia
$2.52M +$2.35M +11,490 New
HA
3627
Helium Advisors
Washington
$2.52M +$2.35M +11,486 New
WSWA
3628
Warren Street Wealth Advisors
California
$2.52M -$11K -54 -0.5%
CST
3629
Charles Schwab Trust
Nevada
$2.51M -$661K -3,233 -22%
DFG
3630
Dupree Financial Group
Kentucky
$2.51M -$1.86M -9,087 -44%
LFS
3631
Legacy Financial Strategies
Kansas
$2.51M +$121K +593 +5%
PCM
3632
Pointe Capital Management
Michigan
$2.51M +$11K +54 +0.5%
WCFA
3633
Walkner Condon Financial Advisors
Wisconsin
$2.51M +$143K +698 +7%
LGA
3634
Lebenthal Global Advisors
New York
$2.51M +$150K +732 +7%
MCI
3635
MRP Capital Investments
Georgia
$2.51M +$30.7K +150 +1%
MF
3636
Manchester Financial
California
$2.51M +$77.5K +379 +3%
TFP
3637
Tilia Fiduciary Partners
North Carolina
$2.51M +$58.3K +285 +3%
DTL
3638
Dynamic Technology Lab
Singapore
$2.5M +$1.27M +6,225 +121%
HPM
3639
Hoxton Planning & Management
West Virginia
$2.49M +$31.3K +153 +1%
DCM
3640
Davis Capital Management
Florida
$2.49M -$41.3K -202 -2%
WAM
3641
Wernau Asset Management
Massachusetts
$2.49M +$2.32M +11,356 New
RRCM
3642
Rappaport Reiches Capital Management
Illinois
$2.49M +$66.5K +325 +3%
DWA
3643
Delos Wealth Advisors
Texas
$2.49M +$129K +629 +6%
CFA
3644
Cahill Financial Advisors
Minnesota
$2.48M -$343K -1,678 -13%
TFA
3645
Tobias Financial Advisors
Florida
$2.48M +$50.1K +245 +2%
MAG
3646
M3 Advisory Group
Massachusetts
$2.48M +$48.5K +237 +2%
GCA
3647
Genesee Capital Advisors
New York
$2.48M -$29.7K -145 -1%
SCM
3648
Spreng Capital Management
Ohio
$2.48M -$27K -132 -1%
MHC
3649
May Hill Capital
Massachusetts
$2.48M +$2.31M +11,290 New
OCM
3650
Orleans Capital Management
Louisiana
$2.48M +$303K +1,480 +16%
144 145
146
147 148