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Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
2326
Investment Research Partners
Pennsylvania
$862K +$861K +5,560 New
CA
2327
Claro Advisors
Massachusetts
$861K +$38.7K +250 +5%
MSWM
2328
McGlone Suttner Wealth Management
Wisconsin
$858K +$16.3K +105 +2%
DWG
2329
Darden Wealth Group
Michigan
$856K -$86.9K -561 -9%
PF
2330
Penney Financial
Texas
$855K +$26.8K +173 +3%
DBRC
2331
D.B. Root & Company
Pennsylvania
$853K -$61.6K -398 -7%
ACA
2332
Aspire Capital Advisors
Washington
$853K +$38.9K +251 +5%
OL
2333
OneFund LLC
Florida
$853K +$148K +954 +21%
SR
2334
Syntax Research
Florida
$852K +$50.6K +327 +6%
PAG
2335
Powers Advisory Group
Illinois
$850K +$5.88K +38 +0.7%
KCM
2336
Kathmere Capital Management
Pennsylvania
$849K +$195K +1,262 +30%
VC
2337
Vicus Capital
Pennsylvania
$848K +$30.5K +197 +4%
CWA
2338
Consilium Wealth Advisory
Texas
$847K +$36.4K +235 +5%
WI
2339
WBI Investments
New Jersey
$845K +$27.4K +177 +3%
EDRH
2340
Edmond de Rothschild Holding
Switzerland
$845K -$153K -989 -15%
CWM
2341
Connecticut Wealth Management
Connecticut
$844K -$12.5K -81 -1%
DWM
2342
Dogwood Wealth Management
Kansas
$843K -$11.3K -73 -1%
WKWM
2343
Walter & Keenan Wealth Management
Indiana
$843K -$465 -3 -0.1%
MA
2344
MJP Associates
Connecticut
$842K +$257K +1,657 +44%
MCWA
2345
Meadow Creek Wealth Advisors
Georgia
$842K +$57K +368 +7%
CIA
2346
Cladis Investment Advisory
Montana
$842K +$178K +1,150 +27%
TC
2347
Truvestments Capital
Florida
$840K +$530K +3,419 +172%
HJGA
2348
Hardman Johnston Global Advisors
Connecticut
$839K – – –
GC
2349
GatePass Capital
Ohio
$837K +$835K +5,391 New
AA
2350
Acorns Advisers
California
$837K +$129K +834 +18%
92 93
94
95 96