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Name Holding Trade Value Shares
Change 		Change in
Stake
I
951
IMPACTfolio
Colorado
$561K – – –
BHIA
952
Birch Hill Investment Advisors
Massachusetts
$558K – – –
RIA
953
Richwood Investment Advisors
Ohio
$557K +$15.6K +60 +3%
CPC
954
Cookson Peirce & Co
Pennsylvania
$554K +$71.3K +275 +14%
FLI
955
Family Legacy Inc
South Carolina
$554K +$35K +135 +6%
CWS
956
Confluence Wealth Services
Pennsylvania
$554K -$27K -104 -4%
SEM
957
Suncoast Equity Management
Florida
$552K -$27.5K -106 -4%
BAM
958
Belpointe Asset Management
Nevada
$550K -$141K -542 -19%
PA
959
Profund Advisors
Maryland
$548K -$35.8K -138 -6%
CI
960
Cigna Investments
Connecticut
$547K -$19.7K -76 -3%
GI
961
GAMMA Investing
California
$546K -$193K -743 -25%
BIA
962
Bigelow Investment Advisors
Maine
$544K +$9.85K +38 +2%
CIA
963
Capital Investment Advisors
Georgia
$543K +$4.67K +18 +0.8%
SP
964
Stablepoint Partners
Massachusetts
$540K -$2.59K -10 -0.4%
FFA
965
Farther Finance Advisors
California
$538K +$125K +481 +28%
MIH
966
Meitav Investment House
Israel
$538K -$134K -515 -19%
WC
967
Wexford Capital
Florida
$538K – – –
VA
968
Valmark Advisers
Ohio
$536K -$9.85K -38 -2%
OW
969
Olistico Wealth
Oklahoma
$535K -$28.5K -110 -5%
PA
970
Promethium Advisors
Maryland
$534K -$64.8K -250 -10%
SI
971
Severin Investments
Missouri
$530K +$10.6K +41 +2%
MCCP
972
Mission Creek Capital Partners
California
$527K -$127K -490 -14%
TWA
973
TCI Wealth Advisors
Arizona
$523K +$14K +54 +3%
NP
974
NorthRock Partners
Minnesota
$522K -$14K -54 -2%
GF
975
GGM Financials
Ohio
$522K +$555K +2,141 New
37 38
39
40 41