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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1751
Tectonic Advisors
Texas
$266K -$66.1K -544 -19%
CC
1752
Cornerstone Capital
California
$261K – – –
CRIG
1753
Charter Research & Investment Group
Connecticut
$261K – – –
FSWA
1754
Financial Synergies Wealth Advisors
Texas
$260K +$184K +1,511 +218%
VPP
1755
Vertex Planning Partners
Illinois
$260K +$268K +2,203 New
OQS
1756
Occudo Quantitative Strategies
Florida
$259K +$267K +2,198 New
LIM
1757
Loudon Investment Management
New Hampshire
$258K -$76K -625 -22%
DTL
1758
Dynamic Technology Lab
Singapore
$258K +$266K +2,186 New
TFCP
1759
Twin Focus Capital Partners
Massachusetts
$258K -$8.63K -71 -3%
EIG
1760
Ellenbecker Investment Group
Wisconsin
$257K +$4.25K +35 +2%
BST
1761
Bath Savings Trust
Maine
$256K +$264K +2,169 New
AWM
1762
Aries Wealth Management
Maine
$256K +$15.4K +127 +6%
SFS
1763
Strategic Financial Services
New York
$255K – – –
QFA
1764
Quantum Financial Advisors
California
$255K – – –
GG
1765
GenWealth Group
New Jersey
$254K – – –
DMBA
1766
Deseret Mutual Benefit Administrators
Utah
$254K -$321K -2,639 -55%
ALAM
1767
Asahi Life Asset Management
Japan
$253K +$77.8K +640 +43%
CFD
1768
Creative Financial Designs
Indiana
$252K +$851 +7 +0.3%
CFG
1769
Cooper Financial Group
California
$251K +$259K +2,127 New
BIM
1770
Bridges Investment Management
Nebraska
$251K -$24.3K -200 -9%
SIAP
1771
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K – – –
SIMG
1772
Sonora Investment Management Group
Arizona
$250K +$257K +2,117 New
CFCI
1773
Comprehensive Financial Consultants Institutional
Indiana
$250K -$2.92K -24 -1%
AWC
1774
Adamsbrown Wealth Consultants
Kansas
$249K -$17.3K -142 -6%
GC
1775
Gratus Capital
Georgia
$249K -$24.3K -200 -9%
69 70
71
72 73