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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
2501
Guinness Atkinson Asset Management
California
$644K +$132K +828 +25%
LA
2502
Latitude Advisors
Florida
$642K +$3.51K +22 +0.5%
EFA
2503
Evernest Financial Advisors
Indiana
$642K -$57.6K -361 -8%
EIG
2504
Ellenbecker Investment Group
Wisconsin
$642K -$38.7K -243 -6%
PCM
2505
Pointe Capital Management
Michigan
$641K -$2.71K -17 -0.4%
PAS
2506
Professional Advisory Services
Florida
$641K -$11.5K -72 -2%
RFN
2507
Redwood Financial Network
Ohio
$641K +$80.2K +503 +14%
BIA
2508
Barry Investment Advisors
Massachusetts
$640K +$2.39K +15 +0.4%
JSL
2509
JT Stratford LLC
Georgia
$640K -$5.9K -37 -0.9%
SDH
2510
Sloy Dahl & Holst
Washington
$639K – – –
SFP
2511
Shepherd Financial Partners
Massachusetts
$638K +$7.97K +50 +1%
CWA
2512
Clarity Wealth Advisors
California
$637K -$19.1K -120 -3%
IGAM
2513
iA Global Asset Management
Quebec, Canada
$637K -$997K -6,251 -61%
AHL
2514
Abel Hall LLC
Louisiana
$636K +$24.2K +152 +4%
LCM
2515
Lazari Capital Management
California
$636K +$121K +761 +23%
VCM
2516
Vision Capital Management
Oregon
$636K – – –
FNC
2517
First National Corp
Massachusetts
$635K – – –
WRPWM
2518
Werba Rubin Papier Wealth Management
California
$634K +$296K +1,855 +84%
CPG
2519
Custom Portfolio Group
Colorado
$632K -$15.9K -100 -2%
RLIM
2520
Red Lighthouse Investment Management
New York
$632K -$478 -3 -0.1%
CWC
2521
Carolinas Wealth Consulting
North Carolina
$631K +$73.2K +459 +13%
FWP
2522
Firethorn Wealth Partners
Georgia
$631K +$44K +276 +7%
SL
2523
Salomon & Ludwin
Virginia
$631K -$152K -956 -19%
CA
2524
Cornerstone Advisory
Maryland
$630K -$356K -2,234 -36%
CS
2525
Capital Square
Tennessee
$629K -$29K -182 -4%
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