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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1051
Retirement Planning Group (Kansas)
Kansas
$230K +$49.1K +3,637 +28%
FMLI
1052
Fukoku Mutual Life Insurance
Japan
$229K – – –
LOWM
1053
Laurel Oak Wealth Management
New Jersey
$229K +$3.17K +235 +1%
PWA
1054
Pitcairn Wealth Advisors
Pennsylvania
$227K +$221K +16,353 New
KIA
1055
KCM Investment Advisors
California
$227K -$36.2K -2,682 -14%
DAS
1056
Dynamic Advisor Solutions
Arizona
$227K +$7.5K +556 +4%
CI
1057
Conning Inc
Connecticut
$226K -$23.2K -1,722 -10%
RCI
1058
RS Crum Inc
California
$225K -$6.17K -457 -3%
PP
1059
PDS Planning
Ohio
$225K +$5.4K +400 +3%
AA
1060
Alta Advisers
United Kingdom
$224K – – –
FCH
1061
Freestone Capital Holdings
Washington
$224K +$9.51K +705 +5%
PGF
1062
Plan Group Financial
Oklahoma
$224K +$3.62K +268 +2%
BAM
1063
Belpointe Asset Management
Nevada
$223K -$25.2K -1,866 -10%
OP
1064
Oslo Pensjonsforsikring
$222K – – –
HA
1065
Helium Advisors
Washington
$222K +$94 +7 +0%
WAM
1066
Walker Asset Management
Missouri
$221K +$40 +3 +0%
KP
1067
Keel Point
Alabama
$221K +$3.25K +241 +2%
DC
1068
Dahring Cusmano
Michigan
$221K +$39.3K +2,914 +22%
RIG
1069
RiverFront Investment Group
Virginia
$221K +$20K +1,480 +10%
CC
1070
Clearwave Capital
California
$221K +$214K +15,884 New
NW
1071
NewEdge Wealth
Pennsylvania
$221K +$41.6K +3,081 +24%
SWM
1072
Sculati Wealth Management
Michigan
$221K – – –
CRI
1073
Colonial River Investments
Virginia
$220K -$12.2K -902 -5%
RL
1074
Rogco LP
Oklahoma
$220K – – –
CFM
1075
Compass Financial Management
Florida
$219K +$210K +15,586 New
41 42
43
44 45