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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2376
BlueCrest Capital Management
Jersey
$341K – – –
LG
2377
LaFleur & Godfrey
Michigan
$341K – – –
JSA
2378
Jim Saulnier & Associates
Colorado
$341K – – –
DI
2379
DAGCO Inc
Ohio
$340K – – –
ICP
2380
Impact Capital Partners
Colorado
$340K -$7.16K -65 -2%
WA
2381
Wealth Architects
California
$340K -$74.6K -677 -18%
LEA
2382
Legacy Edge Advisors
New York
$340K -$2.86K -26 -0.9%
BDFN
2383
Bond & Devick Financial Network
Minnesota
$340K +$26.1K +237 +9%
DG
2384
DMC Group
Alabama
$339K +$26.5K +241 +9%
CA
2385
Carson Advisory
Georgia
$339K – – –
SWM
2386
Sterling Wealth Management
Illinois
$339K +$110 +1 +0%
PJSIMP
2387
P.J. Schmidt Investment Management (PJS)
Wisconsin
$339K -$1.54K -14 -0.5%
HFRG
2388
Houlihan Financial Resource Group
Virginia
$338K +$135K +1,227 +70%
OFS
2389
OMC Financial Services
New York
$338K -$28.7K -261 -8%
AT
2390
American Trust
Kentucky
$338K +$14.3K +130 +5%
TAP
2391
TSG Advice Partners
Ohio
$338K +$327K +2,967 New
GCA
2392
Gradient Capital Advisors
California
$337K -$8.37K -76 -3%
ACGA
2393
Atlanta Consulting Group Advisors
Georgia
$337K – – –
EPIME
2394
Evelyn Partners Investment Management (Europe)
$336K -$16.5K -150 -5%
SWIG
2395
Strategic Wealth Investment Group
Kentucky
$335K -$215K -1,954 -40%
PG
2396
Prostatis Group
Maryland
$335K +$32.7K +297 +11%
LI
2397
LRI Investments
Florida
$334K -$29.3K -266 -8%
SFS
2398
Security Financial Services
Indiana
$333K -$67K -608 -17%
AAS
2399
Annex Advisory Services
Wisconsin
$333K +$33.6K +305 +12%
CFS
2400
Commonwealth Financial Services
West Virginia
$332K +$2.53K +23 +0.8%
94 95
96
97 98