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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2476
Operose Advisors
Wisconsin
$664K -$35.7K -224 -5%
ECM
2477
Exchange Capital Management
Michigan
$662K -$16.1K -101 -2%
WAM
2478
WNY Asset Management
New York
$661K -$14.7K -92 -2%
SCP
2479
Sivia Capital Partners
California
$660K +$74.9K +470 +13%
UF
2480
Univest Financial
Pennsylvania
$660K -$5.42K -34 -0.8%
MCCA
2481
Mill Creek Capital Advisors
Pennsylvania
$659K +$20.9K +131 +3%
AWM
2482
Ameliora Wealth Management
Switzerland
$659K -$52.3K -328 -7%
LCM
2483
Leisure Capital Management
California
$658K – – –
FI
2484
Fractal Investments
Connecticut
$657K – – –
RFN
2485
RDA Financial Network
Iowa
$656K +$13.1K +82 +2%
AFO
2486
Arrowroot Family Office
California
$655K -$478 -3 -0.1%
TLA
2487
Tanglewood Legacy Advisors
Texas
$654K -$62.5K -392 -9%
FHWM
2488
Fox Hill Wealth Management
Massachusetts
$654K +$4.94K +31 +0.7%
SCM
2489
Saxony Capital Management
Missouri
$653K +$23.8K +149 +4%
SAI
2490
Savvy Advisors Inc
New York
$652K +$217K +1,363 +49%
RWA
2491
Roberts Wealth Advisors
California
$651K +$111K +699 +20%
IFWM
2492
Institute for Wealth Management
Colorado
$650K -$9.89K -62 -1%
NRC
2493
New Republic Capital
North Carolina
$650K +$70.6K +443 +12%
SCI
2494
Silver Coast Investments
United States
$650K +$21.8K +137 +3%
OF
2495
Outfitter Financial
Maine
$649K -$144K -900 -18%
NAMNJ
2496
NorthStar Asset Management (New Jersey)
New Jersey
$647K -$11.8K -74 -2%
HCA
2497
Horan Capital Advisors
Ohio
$647K – – –
AFG
2498
Altiora Financial Group
Ohio
$646K – – –
RFP
2499
Root Financial Partners
California
$646K -$14.2K -89 -2%
MWM
2500
Mosley Wealth Management
California
$645K +$1.59K +10 +0.2%
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100
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