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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
2526
FirstPurpose Wealth
Utah
$655K +$144K +953 +31%
FHWM
2527
Fox Hill Wealth Management
Massachusetts
$654K -$69.7K -462 -10%
FA
2528
Faithward Advisors
Pennsylvania
$654K +$367K +2,432 +142%
CPG
2529
Custom Portfolio Group
Colorado
$653K – – –
HCA
2530
Horan Capital Advisors
Ohio
$652K -$22.6K -150 -3%
SA
2531
Shilanski & Associates
Alaska
$652K -$21.1K -140 -3%
JSL
2532
JT Stratford LLC
Georgia
$652K -$25.8K -171 -4%
AFG
2533
Altiora Financial Group
Ohio
$651K -$15.1K -100 -2%
GDP
2534
Great Diamond Partners
Maine
$651K -$5.43K -36 -0.9%
KFG
2535
Kingdom Financial Group
Arizona
$651K -$237K -1,571 -28%
C
2536
CEDRUS
Colorado
$651K -$9.81K -65 -2%
PCM
2537
Pointe Capital Management
Michigan
$649K – – –
MWM
2538
Mosley Wealth Management
California
$649K -$15.4K -102 -2%
RFN
2539
RDA Financial Network
Iowa
$648K +$6.34K +42 +1%
HIIFS
2540
Harel Insurance Investments & Financial Services
Israel
$648K -$1.02M -6,727 -62%
VCM
2541
Versant Capital Management
Arizona
$647K -$30K -199 -5%
JSC
2542
Jackson Square Capital
California
$646K -$369K -2,442 -37%
CAM
2543
Cubic Asset Management
Massachusetts
$645K +$5.58K +37 +0.9%
SDH
2544
Sloy Dahl & Holst
Washington
$645K +$20.4K +135 +3%
LA
2545
Latitude Advisors
Florida
$644K -$74.1K -491 -11%
MCCA
2546
Mill Creek Capital Advisors
Pennsylvania
$644K -$34.9K -231 -5%
BIA
2547
Barry Investment Advisors
Massachusetts
$644K -$50.6K -335 -8%
DWM
2548
Dorchester Wealth Management
Quebec, Canada
$643K +$18.9K +125 +3%
LWM
2549
Laidlaw Wealth Management
New York
$642K -$753K -4,992 -55%
IA
2550
Inspire Advisors
Idaho
$642K -$237K -1,569 -28%
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102
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