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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
5451
GreatBanc Trust
Illinois
$515K -$1.37K -6 -0.3%
CWWM
5452
Curry Webb Wealth Management
Indiana
$514K +$510K +2,229 New
LSL
5453
Legacy Solutions LLC
Pennsylvania
$514K +$16.7K +73 +3%
RFP
5454
Roth Financial Partners
Texas
$512K – – –
MFPI
5455
Midwest Financial Partners Investments
Minnesota
$511K +$507K +2,214 New
HFS
5456
Horizon Financial Services
North Carolina
$510K +$53.3K +233 +12%
EWP
5457
E-Wealth Partners
Minnesota
$510K +$506K +2,211 New
WP
5458
Walleye Partners
Wisconsin
$510K +$506K +2,210 New
EBSAM
5459
Eubel Brady & Suttman Asset Management
Ohio
$510K -$686 -3 -0.1%
DWA
5460
Dougherty Wealth Advisers
Minnesota
$510K – – –
CAM
5461
Capital Asset Management
Colorado
$509K +$505K +2,206 New
KFG
5462
Kropog Financial Group
Louisiana
$509K -$2.52K -11 -0.5%
HAS
5463
Horizon Advisory Services
New York
$508K – – –
GWA
5464
Gibson Wealth Advisors
Texas
$508K +$17.2K +75 +4%
WFM
5465
Wolff Financial Management
Michigan
$508K – – –
CCA
5466
Cypress Capital Advisors
Tennessee
$507K +$122K +535 +32%
RCM
5467
Ridgepath Capital Management
Tennessee
$507K – – –
AWM
5468
Allen Wealth Management
North Carolina
$506K -$4.58K -20 -0.9%
FIT
5469
Financially in Tune
Massachusetts
$505K +$501K +2,188 New
DWM
5470
Dopkins Wealth Management
New York
$504K +$2.06K +9 +0.4%
CW
5471
Curio Wealth
Maryland
$504K +$73.7K +322 +17%
CMF
5472
Counterpoint Mutual Funds
California
$504K +$500K +2,184 New
CIG
5473
Cairn Investment Group
Washington
$504K – – –
MPIA
5474
Milestones Private Investment Advisors
New York
$504K -$54.9K -240 -10%
MWPCG
5475
Measured Wealth Private Client Group
New Hampshire
$504K +$176K +770 +55%
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219
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