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Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2776
Verum Partners
North Carolina
$572K -$6.09K -40 -1%
CCA
2777
Cottonwood Capital Advisors
Utah
$572K +$1.68K +11 +0.3%
SNB
2778
Security National Bank
Nebraska
$569K – – –
AIP
2779
Almanack Investment Partners
Pennsylvania
$568K -$97.8K -642 -15%
5NPW
2780
55 North Private Wealth
Florida
$568K +$567K +3,725 New
SSC
2781
Syverson Strege & Co
Iowa
$567K -$16.1K -106 -3%
FC
2782
Financial Consulate
Maryland
$567K +$4.11K +27 +0.7%
WF
2783
Wayfinding Financial
Washington
$566K -$35.5K -233 -6%
WP
2784
Westmount Partners
California
$566K +$7.01K +46 +1%
SC
2785
Steph & Co
Wisconsin
$566K -$72.8K -478 -11%
GXJ
2786
Global X Japan
Japan
$566K -$34.4K -226 -6%
EWP
2787
Elevation Wealth Partners
California
$565K -$20.7K -136 -4%
CIP
2788
Convergence Investment Partners
Florida
$562K -$2.44M -16,024 -81%
EPW
2789
Endeavor Private Wealth
Kansas
$561K -$6.4K -42 -1%
CGPCS
2790
Capital Group Private Client Services
California
$561K -$2.29K -15 -0.4%
WG
2791
Wellington Group
Indiana
$561K +$560K +3,679 New
MSWM
2792
McGlone Suttner Wealth Management
Wisconsin
$561K -$281K -1,845 -33%
JF
2793
Joule Financial
Kentucky
$560K +$12.5K +82 +2%
IAS
2794
Integrity Advisory Solutions
Texas
$560K +$41.3K +271 +8%
TWP
2795
Tempus Wealth Planning
California
$558K -$63.4K -416 -10%
HSG
2796
Helen Stephens Group
Texas
$557K +$1.98K +13 +0.4%
FCM
2797
Fortis Capital Management
Washington
$557K +$306K +2,010 +122%
AFG
2798
Artesa Financial Group
Texas
$557K +$557K +3,654 New
KFA
2799
Kapstone Financial Advisors
Ohio
$555K -$3.05K -20 -0.5%
SL
2800
Summitry LLC
California
$555K -$33.2K -218 -6%
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