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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
651
Systematic Alpha Investments
New Jersey
$689K – – –
NWMG
652
National Wealth Management Group
Ohio
$680K +$661K +7,477 New
FRM
653
Fox Run Management
Connecticut
$677K -$1.48M -16,703 -69%
LG
654
Leuthold Group
Minnesota
$670K – – –
FDP
655
Financiere des Professionnels
Quebec, Canada
$667K +$649K +7,336 New
TCCM
656
Timber Creek Capital Management
Massachusetts
$664K – – –
DW30
657
Drucker Wealth 3.0
New Jersey
$662K -$119K -1,350 -16%
BBL
658
Beck Bode LLC
Massachusetts
$662K +$643K +7,274 New
SWP
659
Sagespring Wealth Partners
Tennessee
$662K +$6.46K +73 +1%
AFCM
660
Applied Finance Capital Management
Puerto Rico
$661K -$157K -1,778 -20%
OIA
661
OneDigital Investment Advisors
Kansas
$660K -$283K -3,201 -31%
BAM
662
Blueshift Asset Management
New Jersey
$658K -$1.39M -15,745 -69%
CWA
663
Crux Wealth Advisors
California
$654K -$270K -3,057 -30%
VFA
664
Voya Financial Advisors
Connecticut
$654K -$392K -4,431 -38%
TPCW
665
TD Private Client Wealth
New York
$649K -$62.5K -707 -9%
CWS
666
Confluence Wealth Services
Pennsylvania
$647K – – –
EWM
667
Empirical Wealth Management
Washington
$643K +$126K +1,427 +25%
BCWM
668
Bartlett & Co Wealth Management
Ohio
$642K -$8.85K -100 -1%
WA
669
Waverly Advisors
Alabama
$639K +$30.1K +340 +5%
JSW
670
Journey Strategic Wealth
New Jersey
$639K -$9.02K -102 -1%
TWG
671
The Wealth Group
Minnesota
$635K – – –
KOC
672
Koss-Olinger Consulting
Florida
$626K – – –
LJAC
673
L.J. Altfest & Co
New York
$625K +$228K +2,583 +60%
DWM
674
Dakota Wealth Management
Florida
$618K +$601K +6,796 New
BBHC
675
Brown Brothers Harriman & Co
New York
$617K +$38.1K +431 +7%
25 26
27
28 29