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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
801
Cahill Financial Advisors
Minnesota
$449K +$17.2K +1,421 +4%
WAAG
802
Wealth Alliance Advisory Group
Kansas
$447K -$6.64K -548 -2%
SPA
803
Sherbrooke Park Advisers
New York
$446K +$407K +33,609 New
AIA
804
Affinity Investment Advisors
California
$446K +$2K +165 +0.5%
P
805
&Partners
Tennessee
$446K +$236K +19,458 +138%
LFP
806
Lakeshore Financial Planning
Michigan
$445K -$3.35K -276 -0.8%
GCP
807
GSA Capital Partners
United Kingdom
$442K +$120K +9,901 +42%
GAM
808
Grandview Asset Management
Pennsylvania
$441K -$55.9K -4,610 -12%
SB
809
Strategic Blueprint
Georgia
$440K -$7.02K -579 -2%
AFG
810
Atomi Financial Group
New York
$440K +$88K +7,257 +28%
RWM
811
Ritholtz Wealth Management
New York
$440K -$67.5K -5,572 -14%
AWM
812
Accurate Wealth Management
Florida
$439K +$17.9K +1,473 +4%
MCA
813
MSH Capital Advisors
Arizona
$439K -$7.64K -630 -2%
OAM
814
Ostrum Asset Management
France
$438K – – –
WPIC
815
White Pine Investment Company
Michigan
$438K – – –
ONB
816
Old National Bancorp
Indiana
$435K – – –
ALAM
817
Asahi Life Asset Management
Japan
$435K +$397K +32,780 New
PIA
818
Perennial Investment Advisors
California
$435K +$138K +11,376 +53%
IBOK
819
Independence Bank of Kentucky
Kentucky
$434K -$3.64K -300 -0.9%
EW
820
Evoke Wealth
California
$434K +$396K +32,643 New
EFS
821
Essex Financial Services
Connecticut
$433K +$41K +3,384 +12%
WF
822
Welch & Forbes
Massachusetts
$432K -$1.21K -100 -0.3%
BHWM
823
Beaird Harris Wealth Management
Texas
$432K +$594 +49 +0.2%
PA
824
Pinnacle Associates
New York
$432K +$9.9K +817 +3%
KFGK
825
Keystone Financial Group (Kentucky)
Kentucky
$432K -$45.2K -3,727 -10%
31 32
33
34 35