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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
1876
Alliance Wealth Advisors (Utah)
Utah
$947K -$446K -7,817 -33%
SA
1877
Sylvest Advisors
Texas
$944K +$911K +15,954 New
LA
1878
Legacy Advisors
Pennsylvania
$944K +$175K +3,059 +24%
QIM
1879
Quantitative Investment Management
Virginia
$944K +$911K +15,949 New
KFA
1880
Kapstone Financial Advisors
Ohio
$943K -$48K -840 -5%
CCG
1881
Catalina Capital Group
California
$943K +$85.6K +1,499 +10%
WBCM
1882
Wilson & Boucher Capital Management
California
$942K -$5.54K -97 -0.6%
GCP
1883
GSA Capital Partners
United Kingdom
$942K +$691K +12,107 +318%
SIM
1884
Sentry Investment Management
Wisconsin
$940K -$148K -2,584 -14%
MFF
1885
Michels Family Financial
Texas
$936K +$903K +15,810 New
FWP
1886
FAS Wealth Partners
Kansas
$934K -$15.9K -279 -2%
ZCI
1887
Zevenbergen Capital Investments
Washington
$931K -$14.8K -260 -2%
RAG
1888
RIA Advisory Group
Iowa
$929K +$171 +3 +0%
BPC
1889
Bryce Point Capital
New York
$928K +$896K +15,681 New
BFG
1890
Berger Financial Group
Minnesota
$927K -$126K -2,200 -12%
FDP
1891
Financiere des Professionnels
Quebec, Canada
$926K +$693K +12,141 +347%
LCM
1892
LCM Capital Management
Illinois
$925K +$1.71K +30 +0.2%
WA
1893
Wealth Architects
California
$924K +$59.5K +1,042 +7%
TWP
1894
Tyche Wealth Partners
Texas
$924K +$10.6K +186 +1%
PRP
1895
Peak Retirement Planning
Ohio
$923K +$890K +15,579 New
PIA
1896
Pinion Investment Advisors
Kansas
$921K +$10.5K +184 +1%
DAM
1897
Delta Asset Management
Tennessee
$921K – – –
WF
1898
WoodTrust Financial
Wisconsin
$920K +$292K +5,113 +49%
MIM
1899
MTM Investment Management
South Carolina
$919K -$790K -13,826 -47%
BPW
1900
Bingham Private Wealth
California
$917K +$885K +15,491 New
74 75
76
77 78