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Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1851
Prudent Man Advisors
Illinois
$1.46M -$30.8K -213 -2%
ISWM
1852
Independent Solutions Wealth Management
New York
$1.46M -$25.6K -177 -2%
ITIM
1853
Indiana Trust & Investment Management
Indiana
$1.46M -$21.7K -150 -1%
FLI
1854
Family Legacy Inc
South Carolina
$1.45M +$62.9K +435 +4%
APG
1855
Abacus Planning Group
South Carolina
$1.45M +$86.7K +600 +6%
BFM
1856
Boston Financial Management
Massachusetts
$1.45M +$73.2K +506 +5%
OPTFSNA
1857
Old Point Trust & Financial Services N A
Virginia
$1.45M +$145K +1,001 +10%
GPA
1858
Garrison Point Advisors
California
$1.45M +$4.48K +31 +0.3%
BCA
1859
Bay Colony Advisors
Massachusetts
$1.45M +$344K +2,377 +29%
FCFS
1860
First Command Financial Services
Texas
$1.45M -$144K -993 -9%
JGCM
1861
Joseph Group Capital Management
Ohio
$1.45M +$56.4K +390 +4%
FCB
1862
First Command Bank
Texas
$1.45M +$528K +3,655 +53%
DAM
1863
Doheny Asset Management
California
$1.44M -$94K -650 -6%
GWMI
1864
Guardian Wealth Management (Illinois)
Illinois
$1.44M +$66.2K +458 +5%
RIG
1865
Roosevelt Investment Group
New York
$1.44M +$331K +2,293 +28%
CFG
1866
Cooper Financial Group
California
$1.43M +$228K +1,579 +18%
STA
1867
Summit Trail Advisors
New York
$1.43M +$609K +4,213 +67%
TWP
1868
Tempus Wealth Planning
California
$1.43M -$134K -925 -8%
IWA
1869
IVC Wealth Advisors
Pennsylvania
$1.43M +$45.2K +313 +3%
WW
1870
Waterfront Wealth
Kansas
$1.43M -$7.95K -55 -0.5%
WMG
1871
WESCAP Management Group
California
$1.43M – – –
PWMG
1872
Prestige Wealth Management Group
New Jersey
$1.42M -$265K -1,835 -15%
QI
1873
Qtron Investments
Massachusetts
$1.42M +$295K +2,040 +25%
FANJ
1874
Financial Architects (New Jersey)
New Jersey
$1.42M +$113K +780 +8%
MFG
1875
Magnus Financial Group
New York
$1.42M +$1.09M +7,516 +265%
73 74
75
76 77