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Name Holding Trade Value Shares
Change 		Change in
Stake
GSCM
1176
Greenfield Seitz Capital Management
Texas
$733K +$27K +300 +4%
PK
1177
Pflug Koory
Nebraska
$733K – – –
GLA
1178
Good Life Advisors
Pennsylvania
$728K -$124K -1,381 -15%
GWAG
1179
Garrett Wealth Advisory Group
Texas
$723K -$1.35K -15 -0.2%
KIA
1180
KCM Investment Advisors
California
$723K -$110K -1,218 -13%
EP
1181
Essential Partners
California
$722K +$724K +8,050 New
EHC
1182
Everett Harris & Co
California
$719K -$38K -422 -5%
RA
1183
Ransom Advisory
Rhode Island
$719K – – –
EFG
1184
Everhart Financial Group
Ohio
$718K +$247K +2,745 +52%
TSMHT
1185
Thurston Springer Miller Herd & Titak
Indiana
$714K +$151K +1,675 +27%
AC
1186
Apella Capital
Connecticut
$713K +$12.7K +141 +2%
TPI
1187
Trust Point Inc
Wisconsin
$710K -$69.2K -769 -9%
SCM
1188
Sterling Capital Management
North Carolina
$710K +$30.5K +339 +4%
1IA
1189
1834 Investment Advisors
Wisconsin
$709K +$12.1K +135 +2%
BW
1190
Basepoint Wealth
Iowa
$708K -$46.9K -521 -6%
B
1191
Birchbrook
Maine
$707K +$709K +7,876 New
JAG
1192
Journey Advisory Group
Kentucky
$703K +$112K +1,247 +19%
PCM
1193
Pointe Capital Management
Michigan
$701K – – –
SB
1194
Strategic Blueprint
Georgia
$700K -$210K -2,329 -23%
AS
1195
Aware Super
Australia
$698K – – –
MW
1196
Maia Wealth
Colorado
$698K +$245K +2,721 +54%
RP
1197
Regal Partners
Australia
$697K +$527K +5,856 +306%
SIC
1198
Salem Investment Counselors
North Carolina
$697K -$9.54K -106 -1%
OWA
1199
Outlook Wealth Advisors
Texas
$695K -$9.54K -106 -1%
SFI
1200
Siemens Fonds Invest
Germany
$695K -$8.01K -89 -1%
46 47
48
49 50