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Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
3501
Legacy Wealth Partners (Colorado)
Colorado
$317K +$337K +920 New
PSF
3502
Pacific Sun Financial
California
$316K -$20.9K -57 -6%
EPIMS
3503
Evelyn Partners Investment Management Services
$316K +$6.96K +19 +2%
OWCM
3504
One Wealth Capital Management
Arizona
$316K -$6.96K -19 -2%
FCG
3505
Fielder Capital Group
Tennessee
$316K -$75.1K -205 -18%
OIS
3506
Okabena Investment Services
Minnesota
$315K -$428K -1,169 -56%
WCM
3507
Warburton Capital Management
Oklahoma
$314K -$12.8K -35 -4%
SP
3508
Stablepoint Partners
Massachusetts
$313K -$18.3K -50 -5%
EL
3509
Essex LLC
Illinois
$313K +$26K +71 +8%
PCM
3510
Pointe Capital Management
Michigan
$313K +$28.9K +79 +10%
CP
3511
Capital Planning
Washington
$313K -$15.8K -43 -5%
PMA
3512
Prudent Man Advisors
Illinois
$312K -$1.47K -4 -0.4%
RIS
3513
Retirement Income Solutions
Michigan
$312K +$4.03K +11 +1%
NFG
3514
Northeast Financial Group
Pennsylvania
$312K -$183K -500 -36%
SEA
3515
Stegent Equity Advisors
Texas
$312K -$36.3K -99 -10%
WMA
3516
William Mack & Associates
Michigan
$312K -$7.33K -20 -2%
RMC
3517
Ring Mountain Capital
California
$312K -$27.5K -75 -8%
ODA
3518
One Degree Advisors
California
$312K -$20.5K -56 -6%
CWA
3519
Consilium Wealth Advisory
Texas
$312K – – –
CAM
3520
Concorde Asset Management
Michigan
$312K -$50.9K -139 -13%
MAM
3521
McLaughlin Asset Management
Illinois
$311K +$331K +905 New
HPA
3522
High Probability Advisors
New York
$311K – – –
CCA
3523
Carrera Capital Advisors
Michigan
$311K +$136K +370 +69%
CNWM
3524
Clay Northam Wealth Management
California
$311K -$14.3K -39 -4%
VI
3525
Versor Investments
New York
$310K +$330K +901 New
139 140
141
142 143