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Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1026
Van Hulzen Asset Management
California
$185K -$2.88K -250 -2%
AIA
1027
Arbor Investment Advisors
North Carolina
$184K +$300 +26 +0.2%
ITIM
1028
Indiana Trust & Investment Management
Indiana
$184K +$2.31K +200 +1%
BAM
1029
Berkshire Asset Management
Pennsylvania
$184K -$123K -10,645 -41%
GI
1030
Gradient Investments
Minnesota
$184K +$47.9K +4,161 +37%
LWP
1031
LMG Wealth Partners
Louisiana
$184K – – –
OFO
1032
OneAscent Family Office
Alabama
$183K -$3.12K -271 -2%
MWP
1033
Meriwether Wealth & Planning
Louisiana
$183K +$1.32K +115 +0.8%
PGF
1034
Plan Group Financial
Oklahoma
$183K -$415 -36 -0.2%
CBA
1035
Coastal Bridge Advisors
Connecticut
$183K -$13.2K -1,142 -7%
NSG
1036
Nalls Sherbakoff Group
Tennessee
$182K +$507 +44 +0.3%
FFP
1037
FourThought Financial Partners
Florida
$182K -$4.99K -433 -3%
NAS
1038
Nicolet Advisory Services
Wisconsin
$181K +$29.3K +2,544 +20%
SL
1039
Summitry LLC
California
$181K +$174K +15,119 New
GC
1040
Guidance Capital
Kentucky
$180K +$92 +8 +0.1%
UWP
1041
Uniting Wealth Partners
Kansas
$179K – – –
ACS
1042
Archford Capital Strategies
Illinois
$178K -$81.7K -7,090 -32%
EC
1043
EntryPoint Capital
New York
$178K -$176K -15,236 -51%
EFI
1044
EHP Funds Inc
Canada
$176K +$170K +14,733 New
CPRC
1045
Consolidated Portfolio Review Corp
New York
$176K -$16K -1,392 -9%
SP
1046
Stonebrook Private
Michigan
$175K -$163K -14,182 -49%
SFCL
1047
Strengthening Families & Communities LLC
Massachusetts
$175K +$142K +12,367 +422%
PA
1048
Pinnacle Associates
New York
$174K +$784 +68 +0.5%
SYBT
1049
Stock Yards Bank & Trust
Kentucky
$174K -$27.7K -2,408 -14%
BAG
1050
Bridgewealth Advisory Group
California
$174K -$8.38K -727 -5%
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