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IFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
726
Bruce G. Allen Investments
Colorado
$9.13K – – –
MIM
727
Macroview Investment Management
Maryland
$8.92K +$8.47K +85 New
BF
728
BOK Financial
Oklahoma
$8.15K +$100 +1 +1%
AGWCA
729
Annis Gardner Whiting Capital Advisors
Florida
$7.89K +$299 +3 +4%
SIS
730
Sound Income Strategies
Florida
$7.6K -$100 -1 -1%
JWA
731
JFS Wealth Advisors
Pennsylvania
$7.24K +$1.2K +12 +21%
HB
732
Horizon Bancorp
Indiana
$7K – – –
CAS
733
Coppell Advisory Solutions
Texas
$6.94K – – –
CPA
734
Capital Performance Advisors
California
$6.92K +$6.58K +66 New
FGC
735
Financial Gravity Companies
Texas
$6.82K +$6.48K +65 New
BHWM
736
Beaird Harris Wealth Management
Texas
$6.3K -$17.7K -178 -75%
WAS
737
Winch Advisory Services
Wisconsin
$6.24K – – –
AWM
738
Abound Wealth Management
Tennessee
$5.88K +$498 +5 +10%
NB
739
NBT Bank
New York
$5.25K +$4.98K +50 New
AF
740
Advisornet Financial
Minnesota
$4.83K +$399 +4 +10%
DIP
741
DT Investment Partners
Pennsylvania
$4.83K +$4.58K +46 New
RWM
742
Raffa Wealth Management
District of Columbia
$3.57K – – –
SRCM
743
Signature Resources Capital Management
California
$3.57K – – –
VAMG
744
Voisard Asset Management Group
Michigan
$3.3K +$598 +6 +24%
OA
745
Operose Advisors
Wisconsin
$3.15K – – –
TCA
746
Trifecta Capital Advisors
Illinois
$3.15K – – –
FG
747
Fairman Group
Pennsylvania
$2.74K – – –
RS
748
Rakuten Securities
Japan
$2.73K +$1.99K +20 +333%
BCWM
749
Bartlett & Co Wealth Management
Ohio
$2.42K – – –
JPWM
750
Jamison Private Wealth Management
Georgia
$2.35K – – –
28 29
30
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