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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1576
Nicolet Bankshares
Wisconsin
$1.7M +$31K +455 +2%
JF
1577
Joule Financial
Kentucky
$1.7M +$33.9K +498 +2%
PP
1578
PDS Planning
Ohio
$1.7M +$2.86K +42 +0.2%
GLR
1579
Great Lakes Retirement
Ohio
$1.69M +$71.6K +1,051 +4%
TIA
1580
Traphagen Investment Advisors
New Jersey
$1.69M -$72.3K -1,061 -4%
WA
1581
Wealth Architects
California
$1.69M +$183K +2,683 +12%
ONST
1582
Old North State Trust
North Carolina
$1.69M +$13.1K +192 +0.8%
NHC
1583
Nicholas Hoffman & Company
Georgia
$1.69M +$55.1K +808 +3%
SL
1584
Sentry LLC
Tennessee
$1.69M -$54.5K -800 -3%
CCA
1585
Cobblestone Capital Advisors
New York
$1.68M +$9.68K +142 +0.6%
PIM
1586
Pullen Investment Management
Florida
$1.68M +$7.97K +117 +0.5%
MSWM
1587
McGlone Suttner Wealth Management
Wisconsin
$1.68M +$46.6K +683 +3%
EA
1588
Everpar Advisors
Oklahoma
$1.68M +$65.4K +960 +4%
AAS
1589
Ameritas Advisory Services
Nebraska
$1.68M -$1.65M -24,180 -50%
SC
1590
Sapient Capital
Indiana
$1.67M -$15.9K -233 -0.9%
IF
1591
Intrua Financial
Texas
$1.67M -$124K -1,821 -7%
HWA
1592
Heartwood Wealth Advisors
Virginia
$1.67M +$72.1K +1,058 +5%
MCM
1593
Manchester Capital Management
Vermont
$1.67M -$362K -5,317 -18%
AG
1594
AlTi Global
New York
$1.67M +$105K +1,545 +7%
B
1595
Bellecapital
Switzerland
$1.67M -$873K -12,803 -34%
A
1596
AlphaQuest
New York
$1.67M +$1.15M +16,819 +224%
CCP
1597
Cassia Capital Partners
North Carolina
$1.67M +$155K +2,277 +10%
KAS
1598
KPP Advisory Services
Kentucky
$1.66M -$159K -2,333 -9%
SCM
1599
SCS Capital Management
Massachusetts
$1.66M -$722K -10,597 -30%
CFP
1600
Catalyst Financial Partners
Massachusetts
$1.66M +$25.2K +369 +2%
62 63
64
65 66