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Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
951
Rothschild Investment LLC
Illinois
$143K -$44K -508 -24%
MIM
952
MTM Investment Management
South Carolina
$143K – – –
GIM
953
Generali Investments Management
Slovenia
$143K -$153K -1,766 -52%
HIA
954
Harbor Investment Advisory
Maryland
$143K -$15.3K -177 -10%
BTI
955
Blue Trust Inc
Georgia
$136K -$26.8K -310 -17%
SWP
956
SIMA Wealth Partners
Virginia
$131K – – –
BF
957
BOK Financial
Oklahoma
$128K -$13.9K -161 -10%
OL
958
OneFund LLC
Florida
$127K +$6.06K +70 +5%
TSMHT
959
Thurston Springer Miller Herd & Titak
Indiana
$117K +$74.3K +858 +177%
MSFP
960
Mark Sheptoff Financial Planning
Connecticut
$113K – – –
RFP
961
Root Financial Partners
California
$111K +$3.38K +39 +3%
SWM
962
Spire Wealth Management
Virginia
$110K -$7.01K -81 -6%
ECA
963
Elevated Capital Advisors
Utah
$109K +$109K +1,254 New
SWA
964
SOA Wealth Advisors
New York
$108K +$173 +2 +0.2%
TFA
965
Transamerica Financial Advisors
Florida
$106K -$68.7K -794 -39%
PWPS
966
Pinnacle Wealth Planning Services
Ohio
$103K +$102K +1,183 New
RFA
967
Reyes Financial Architecture
California
$99.7K +$99.1K +1,145 New
SIM
968
Sentry Investment Management
Wisconsin
$99K – – –
1IA
969
1620 Investment Advisors
Massachusetts
$95.2K +$94.6K +1,093 New
CYG
970
Clean Yield Group
Vermont
$93.7K – – –
DJSG
971
D.J. St. Germain
Massachusetts
$92.3K – – –
FCAS
972
First Command Advisory Services
Texas
$91.5K – – –
WA
973
WPG Advisers
Maryland
$91.4K +$9K +104 +11%
TM
974
Torren Management
California
$90.2K +$89.6K +1,035 New
CAM
975
Costello Asset Management
Pennsylvania
$88.2K +$3.81K +44 +5%
37 38
39
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