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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2326
Insight Advisors
Pennsylvania
$625K +$122K +486 +28%
FFA
2327
Fi3 Financial Advisors
Indiana
$624K +$114K +453 +27%
PB
2328
Prosperity Bancshares
Texas
$623K +$18.6K +74 +3%
WIA
2329
Wealthedge Investment Advisors
New York
$622K +$557K +2,212 New
CWMGO
2330
Capstone Wealth Management Group (Oregon)
Oregon
$621K -$282K -1,119 -34%
WW
2331
Waterfront Wealth
Kansas
$620K -$1.26K -5 -0.2%
RFP
2332
Roth Financial Partners
Texas
$619K -$252K -1,000 -31%
UAML
2333
US Asset Management LLC
Pennsylvania
$619K +$2.52K +10 +0.5%
AWP
2334
Accretive Wealth Partners
New Jersey
$618K +$50.4K +200 +10%
WPP
2335
Whalerock Point Partners
Rhode Island
$618K -$5.04K -20 -0.9%
PA
2336
PSI Advisors
Florida
$617K +$9.07K +36 +2%
CPBTD
2337
Central Pacific Bank - Trust Division
Hawaii
$617K +$2.77K +11 +0.5%
VA
2338
Veratis Advisors
North Carolina
$617K +$553K +2,194 New
MHC
2339
May Hill Capital
Massachusetts
$617K +$136K +539 +33%
OWP
2340
Obermeyer Wealth Partners
Colorado
$616K -$108K -429 -16%
TCM
2341
Towercrest Capital Management
Pennsylvania
$615K +$252 +1 +0%
KCIC
2342
Kuhn & Co Investment Counsel
Illinois
$614K +$4.79K +19 +0.9%
ODIJL
2343
One Day In July LLC
Vermont
$614K +$94.2K +374 +21%
IP
2344
Isthmus Partners
Wisconsin
$614K – – –
LFS
2345
Legacy Financial Strategies
Kansas
$613K -$252K -1,002 -31%
JDLA
2346
J. Derek Lewis & Associates
California
$613K +$130K +514 +31%
MCWS
2347
McKinley Carter Wealth Services
West Virginia
$613K -$14.9K -59 -3%
AAIM
2348
Asset Advisors Investment Management
Georgia
$613K -$76.6K -304 -12%
AWMG
2349
Alliance Wealth Management Group
New Jersey
$613K +$252 +1 +0%
RIS
2350
Retirement Income Solutions
Michigan
$612K – – –
92 93
94
95 96