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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2501
Inspire Advisors
Idaho
$645K +$8.77K +55 +1%
SA
2502
Shilanski & Associates
Alaska
$644K -$2.39K -15 -0.4%
GAAM
2503
Guinness Atkinson Asset Management
California
$644K +$132K +828 +25%
LA
2504
Latitude Advisors
Florida
$642K +$3.51K +22 +0.5%
EFA
2505
Evernest Financial Advisors
Indiana
$642K -$57.6K -361 -8%
EIG
2506
Ellenbecker Investment Group
Wisconsin
$642K -$38.7K -243 -6%
PCM
2507
Pointe Capital Management
Michigan
$641K -$2.71K -17 -0.4%
PAS
2508
Professional Advisory Services
Florida
$641K -$11.5K -72 -2%
RFN
2509
Redwood Financial Network
Ohio
$641K +$80.2K +503 +14%
BIA
2510
Barry Investment Advisors
Massachusetts
$640K +$2.39K +15 +0.4%
JSL
2511
JT Stratford LLC
Georgia
$640K -$5.9K -37 -0.9%
SDH
2512
Sloy Dahl & Holst
Washington
$639K – – –
SFP
2513
Shepherd Financial Partners
Massachusetts
$638K +$7.97K +50 +1%
CWA
2514
Clarity Wealth Advisors
California
$637K -$19.1K -120 -3%
IGAM
2515
iA Global Asset Management
Quebec, Canada
$637K -$997K -6,251 -61%
AHL
2516
Abel Hall LLC
Louisiana
$636K +$24.2K +152 +4%
LCM
2517
Lazari Capital Management
California
$636K +$121K +761 +23%
VCM
2518
Vision Capital Management
Oregon
$636K – – –
FNC
2519
First National Corp
Massachusetts
$635K – – –
WRPWM
2520
Werba Rubin Papier Wealth Management
California
$634K +$296K +1,855 +84%
CPG
2521
Custom Portfolio Group
Colorado
$632K -$15.9K -100 -2%
RLIM
2522
Red Lighthouse Investment Management
New York
$632K -$478 -3 -0.1%
CWC
2523
Carolinas Wealth Consulting
North Carolina
$631K +$73.2K +459 +13%
FWP
2524
Firethorn Wealth Partners
Georgia
$631K +$44K +276 +7%
SL
2525
Salomon & Ludwin
Virginia
$631K -$152K -956 -19%
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