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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2776
Trellis Advisors
Washington
$323K +$53.1K +180 +18%
PP
2777
Pacifica Partners
Canada
$323K +$80.6K +273 +30%
CFC
2778
Coyle Financial Counsel
Illinois
$321K -$5.31K -18 -2%
CCM
2779
Chickasaw Capital Management
Tennessee
$321K – – –
TCM
2780
Towercrest Capital Management
Pennsylvania
$321K – – –
OPW
2781
Oxler Private Wealth
New York
$320K +$2.07K +7 +0.6%
CP
2782
Capital Planning
Washington
$319K +$2.36K +8 +0.7%
DI
2783
DFPG Investments
Utah
$318K +$18.9K +64 +6%
OWA
2784
Opal Wealth Advisors
New York
$318K +$55.8K +189 +19%
EIA
2785
Edgemoor Investment Advisors
Maryland
$317K -$18.9K -64 -5%
FG
2786
Foster Group
Iowa
$317K +$129K +437 +61%
CGA
2787
Crescent Grove Advisors
Illinois
$316K -$178K -603 -34%
JHP
2788
James Hambro & Partners
United Kingdom
$316K -$29.5K -100 -8%
JDR
2789
Jay D. Rosenbaum
$315K – – –
HFP
2790
Holistic Financial Partners
Indiana
$314K -$40.7K -138 -11%
ML
2791
McAdam LLC
Pennsylvania
$314K -$10.3K -35 -3%
BSAM
2792
Blue Square Asset Management
New York
$314K – – –
PP
2793
PrairieView Partners
Minnesota
$314K – – –
GIM
2794
Guild Investment Management
California
$313K – – –
KLI
2795
Kelman-Lazarov Inc
Tennessee
$313K – – –
DIM
2796
Delta Investment Management
California
$313K +$45.2K +153 +16%
OTPPB
2797
Ontario Teachers' Pension Plan Board
Ontario, Canada
$313K +$337K +1,143 New
GSIS
2798
Global Strategic Investment Solutions
Arizona
$312K -$363K -1,230 -52%
AGA
2799
Arkos Global Advisors
Texas
$310K +$22.4K +76 +7%
CRCM
2800
Corbett Road Capital Management
Virginia
$309K -$217K -734 -39%
110 111
112
113 114