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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2551
Collective Family Office
Pennsylvania
$707K -$161K -1,028 -20%
CF
2552
Clarity Financial
Texas
$707K -$217K -1,389 -25%
SFS
2553
Sharp Financial Services
Pennsylvania
$706K -$257K -1,643 -28%
ARG
2554
Advisory Resource Group
Oklahoma
$706K -$14.9K -95 -2%
WP
2555
Westmount Partners
California
$706K -$474K -3,025 -42%
GRQ
2556
Gardner Russo & Quinn
Pennsylvania
$705K -$38.8K -248 -6%
JLBC
2557
J.L. Bainbridge & Co
Florida
$704K -$2.19K -14 -0.3%
IGAM
2558
iA Global Asset Management
Quebec, Canada
$704K – – –
FI
2559
Fractal Investments
Connecticut
$703K – – –
NPA
2560
Nichols & Pratt Advisers
Massachusetts
$701K -$54.8K -350 -8%
CA
2561
Cornerstone Advisory
Maryland
$700K +$15.7K +100 +2%
CWA
2562
Centennial Wealth Advisory
Michigan
$700K +$36.3K +232 +6%
CCM
2563
Carderock Capital Management
Maryland
$700K -$19.6K -125 -3%
HS
2564
Horan Securities
United States
$698K +$2.35K +15 +0.4%
SCM
2565
Saxony Capital Management
Missouri
$697K +$4.7K +30 +0.7%
NC
2566
NBW Capital
Massachusetts
$696K +$651K +4,161 New
RF
2567
Rossby Financial
Florida
$693K +$266K +1,701 +52%
MA
2568
MJP Associates
Connecticut
$693K +$29.6K +189 +5%
AHL
2569
Abel Hall LLC
Louisiana
$692K +$55.4K +354 +9%
RA
2570
Riversedge Advisors
Delaware
$692K +$44.6K +285 +7%
JWS
2571
Juncture Wealth Strategies
Arizona
$690K +$35.7K +228 +6%
SWA
2572
Strategies Wealth Advisors
Michigan
$689K +$644K +4,117 New
FHWM
2573
Fox Hill Wealth Management
Massachusetts
$689K +$4.7K +30 +0.7%
AFG
2574
Altiora Financial Group
Ohio
$688K -$1.72K -11 -0.3%
SCI
2575
Silver Coast Investments
United States
$688K +$18.5K +118 +3%
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103
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