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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1926
Waddell & Associates
Tennessee
$1.43M -$100K -664 -7%
AIM
1927
Aigen Investment Management
New York
$1.43M +$664K +4,403 +94%
TF
1928
TLWM Financial
Texas
$1.43M -$23.5K -156 -2%
AAM
1929
Ascension Asset Management
New York
$1.42M +$1.36M +9,025 New
CFO
1930
CVA Family Office
Colorado
$1.42M +$36.7K +243 +3%
CA
1931
Calton & Associates
Florida
$1.42M -$414K -2,741 -23%
NIM
1932
Needham Investment Management
New York
$1.42M – – –
CG
1933
Castellan Group
Kentucky
$1.42M -$13.1K -87 -1%
SHFA
1934
SS&H Financial Advisors
Michigan
$1.42M – – –
WTFG
1935
Wells Trecaso Financial Group
Ohio
$1.41M +$17.8K +118 +1%
TWM
1936
Thrive Wealth Management
Pennsylvania
$1.41M -$7.39K -49 -0.5%
LSA
1937
Lion Street Advisors
Texas
$1.41M – – –
PSP
1938
Pacific Sage Partners
Washington
$1.4M -$8.3K -55 -0.6%
LA
1939
LexAurum Advisors
Kansas
$1.4M -$85K -563 -6%
HIP
1940
Harrell Investment Partners
Texas
$1.4M -$58.4K -387 -4%
BWS
1941
Buck Wealth Strategies
Colorado
$1.4M +$1.02M +6,763 +324%
WFM
1942
Wolff Financial Management
Michigan
$1.4M +$604 +4 +0%
MAA
1943
Mraz Amerine & Associates
California
$1.39M -$13.1K -87 -1%
SJIM
1944
St. Johns Investment Management
Florida
$1.39M +$203K +1,342 +18%
AWP
1945
Accretive Wealth Partners
New Jersey
$1.39M +$1.11M +7,347 +545%
LWL
1946
Leo Wealth LLC
Texas
$1.39M +$243K +1,609 +23%
BRM
1947
Boston Research & Management
Massachusetts
$1.39M – – –
AA
1948
Advisory Alpha
Michigan
$1.39M +$127K +844 +11%
PWSG
1949
Pacific Wealth Strategies Group
California
$1.39M +$151K +999 +13%
RFA
1950
Register Financial Advisors
Georgia
$1.38M +$55.2K +366 +4%
76 77
78
79 80