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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1701
Cerity Partners OCIO
New York
$898K +$75.6K +1,724 +10%
KCPG
1702
Kavar Capital Partners Group
Kansas
$897K +$576K +13,125 +215%
HI
1703
Human Investing
Oregon
$896K +$746K +17,010 +772%
NCM
1704
Neumann Capital Management
California
$895K – – –
CP
1705
Covenant Partners
Tennessee
$893K – – –
PB
1706
Pinnacle Bancorp
Nebraska
$893K – – –
AFP
1707
Ausdal Financial Partners
Iowa
$892K -$817K -18,631 -49%
V
1708
VeraBank
Texas
$892K – – –
CCM
1709
Cribstone Capital Management
Maine
$889K +$50.3K +1,147 +6%
MYIA
1710
Mount Yale Investment Advisors
Colorado
$887K +$527K +12,027 +172%
CIA
1711
CSat Investment Advisory
Michigan
$883K -$15.7K -358 -2%
DWM
1712
Darwin Wealth Management
Florida
$882K -$43.2K -985 -5%
WAAG
1713
Wealth Alliance Advisory Group
Kansas
$877K +$6.05K +138 +0.7%
ACM
1714
Allred Capital Management
Texas
$875K +$36.3K +828 +5%
CFA
1715
Cahill Financial Advisors
Minnesota
$874K +$1.01K +23 +0.1%
CC
1716
Capital Counsel
New York
$873K +$10.9K +248 +1%
SIC
1717
SFE Investment Counsel
California
$871K +$29.8K +680 +4%
AWM
1718
Avior Wealth Management
Nebraska
$867K +$41.7K +950 +5%
GPA
1719
Garrison Point Advisors
California
$865K +$8.77K +200 +1%
KPW
1720
Kore Private Wealth
New York
$862K -$64.8K -1,477 -7%
WA1
1721
Wimmer Associates 1
California
$862K -$58K -1,323 -7%
PFO
1722
Pathstone Family Office
New Jersey
$858K -$73.3K -1,672 -8%
CF
1723
Centaurus Financial
California
$858K +$54.5K +1,242 +7%
SMC
1724
Smith, Moore & Co
Missouri
$858K +$82.7K +1,885 +11%
GG
1725
Gleason Group
Kentucky
$855K +$7.02K +160 +0.9%
67 68
69
70 71