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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2051
Summit Global Investments
Utah
$209K – – –
KDA
2052
Kraft Davis & Associates
Missouri
$208K – – –
BFO
2053
Biltmore Family Office
North Carolina
$207K +$217K +961 New
CWA
2054
Cura Wealth Advisors
Illinois
$207K -$40.8K -181 -16%
LSWP
2055
Liberty Square Wealth Partners
Pennsylvania
$206K – – –
FFA
2056
Fragasso Financial Advisors
Pennsylvania
$206K -$13.8K -61 -6%
QWM
2057
Quaker Wealth Management
New Jersey
$205K – – –
CA
2058
Cache Advisors
California
$205K +$214K +950 New
TF
2059
Talbot Financial
Washington
$205K +$214K +950 New
NQWM
2060
Northwest Quadrant Wealth Management
Oregon
$205K +$214K +950 New
NRG
2061
Nemes Rush Group
Michigan
$205K – – –
WBWA
2062
William B. Walkup & Associates
South Carolina
$204K – – –
BAM
2063
Berkshire Asset Management
Pennsylvania
$204K +$213K +945 New
ISWM
2064
Independent Solutions Wealth Management
New York
$204K +$213K +945 New
PWMG
2065
Prestige Wealth Management Group
New Jersey
$204K +$451 +2 +0.2%
SFPG
2066
Stonebridge Financial Planning Group
Florida
$204K +$213K +944 New
EPA
2067
Element Pointe Advisors
Florida
$203K +$212K +941 New
IPW
2068
Invictus Private Wealth
Colorado
$203K -$3.16K -14 -1%
AWC
2069
Abundance Wealth Counselors
Pennsylvania
$202K -$101K -450 -32%
TSW
2070
Thompson Siegel & Walmsley
Virginia
$202K +$211K +938 New
SL
2071
Sentinus LLC
Illinois
$201K +$210K +932 New
KOCAA
2072
Knights of Columbus Asset Advisors
Connecticut
$201K +$210K +932 New
VC
2073
Vicus Capital
Pennsylvania
$201K +$210K +932 New
LFG
2074
Lazard Frères Gestion
France
$201K +$210K +932 New
3IP
2075
3Chopt Investment Partners
Virginia
$201K +$210K +931 New
81 82
83
84 85