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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
951
Profund Advisors
Maryland
$537K -$46.3K -201 -8%
IAS
952
IMA Advisory Services
Colorado
$537K +$5.07K +22 +1%
GVAG
953
Great Valley Advisor Group
Delaware
$534K -$3.46K -15 -0.7%
TFG
954
Taylor Financial Group
Virginia
$532K +$922 +4 +0.2%
HI
955
Harbour Investments
Wisconsin
$531K -$1.15K -5 -0.2%
BIA
956
Bigelow Investment Advisors
Maine
$528K -$10.6K -46 -2%
AWM
957
Allen Wealth Management
North Carolina
$528K -$44K -191 -8%
FFN
958
Focus Financial Network
Minnesota
$526K -$1.61K -7 -0.3%
BAM
959
Blueshift Asset Management
New Jersey
$524K -$1.33M -5,782 -72%
TBT
960
Texas Bank & Trust
Texas
$523K +$189K +819 +58%
SP
961
Stablepoint Partners
Massachusetts
$522K – – –
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$521K +$126K +545 +33%
WC
963
Wexford Capital
Florida
$520K -$2.07M -9,000 -80%
SFG
964
Shum Financial Group
California
$515K +$504K +2,186 New
AL
965
Aspiriant LLC
California
$514K -$146K -635 -23%
CPA
966
Capital Performance Advisors
California
$514K +$264K +1,145 +111%
HCM
967
Howland Capital Management
Massachusetts
$513K -$69.2K -300 -12%
VA
968
Valmark Advisers
Ohio
$512K -$5.53K -24 -1%
MFG
969
MidWestOne Financial Group
Iowa
$511K +$225K +976 +82%
GF
970
GGM Financials
Ohio
$508K +$2.77K +12 +0.6%
MA
971
MKT Advisors
California
$506K – – –
BAM
972
Belpointe Asset Management
Nevada
$506K -$11.1K -48 -2%
CI
973
Cigna Investments
Connecticut
$504K -$3K -13 -0.6%
SC
974
Searle & Co
Connecticut
$503K -$46.1K -200 -9%
AWM
975
AE Wealth Management
Kansas
$503K +$152K +660 +45%
37 38
39
40 41