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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1501
Bell & Brown Wealth Advisors
California
$569K +$25.1K +798 +5%
PAIM
1502
Punch & Associates Investment Management
Minnesota
$569K – – –
6F
1503
626 Financial
Michigan
$565K +$15.7K +501 +3%
MIM
1504
Meixler Investment Management
Arizona
$564K -$42.1K -1,340 -7%
DP
1505
Dearborn Partners
Illinois
$562K +$11.4K +364 +2%
UAML
1506
US Asset Management LLC
Pennsylvania
$562K -$440 -14 -0.1%
EP
1507
Edgestream Partners
New Jersey
$560K +$526K +16,749 New
BLC
1508
Brown, Lisle/Cummings
Rhode Island
$559K -$72.9K -2,321 -12%
MSFS
1509
Main Street Financial Solutions
Pennsylvania
$558K -$6.47K -206 -1%
EWA
1510
Encompass Wealth Advisors
Oregon
$557K +$188 +6 +0%
CCFM
1511
Clear Creek Financial Management
Washington
$555K +$27.1K +864 +5%
BBNA
1512
Bremer Bank National Association
Minnesota
$554K -$71.2K -2,268 -12%
IWA
1513
IVC Wealth Advisors
Pennsylvania
$553K -$4.46K -142 -0.9%
MIH
1514
Meitav Investment House
Israel
$552K -$295K -9,394 -36%
DBT
1515
Dubuque Bank & Trust
Iowa
$551K -$33.7K -1,073 -6%
CG
1516
CFO4Life Group
Texas
$551K +$22.2K +706 +4%
CA
1517
Carson Advisory
Georgia
$551K -$31.4K -1,000 -6%
PH
1518
Pinnacle Holdings
Oklahoma
$549K -$2.23K -71 -0.4%
KFGK
1519
Keystone Financial Group (Kentucky)
Kentucky
$548K +$515K +16,393 New
ACS
1520
Archford Capital Strategies
Illinois
$548K +$8.26K +263 +2%
KF
1521
Krilogy Financial
Missouri
$547K -$2.42K -77 -0.5%
HPG
1522
Harvest Portfolios Group
Ontario, Canada
$547K -$18.9M -601,854 -97%
FMLI
1523
Fukoku Mutual Life Insurance
Japan
$547K – – –
TPWA
1524
TRUE Private Wealth Advisors
Oregon
$547K -$5.59K -178 -1%
DWM
1525
Defined Wealth Management
Oregon
$547K +$158K +5,017 +44%
59 60
61
62 63