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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1576
Berger Financial Group
Minnesota
$820K +$77.3K +1,903 +13%
FAFN
1577
First Affirmative Financial Network
Colorado
$820K +$136K +3,343 +26%
BPCE
1578
Bank Pictet & Cie (Europe)
Germany
$819K – – –
HA
1579
Herold Advisors
New York
$818K +$5.53K +136 +0.8%
CCFM
1580
Clear Creek Financial Management
Washington
$817K -$25.4K -626 -4%
NS
1581
NBC Securities
Alabama
$817K -$109K -2,688 -14%
TI
1582
Truepoint Inc
Ohio
$816K +$22.9K +564 +4%
SG
1583
StoneX Group
New York
$812K -$140K -3,453 -18%
WBG
1584
Wharton Business Group
Pennsylvania
$811K -$154K -3,794 -19%
HDIM
1585
Hanson & Doremus Investment Management
Vermont
$811K -$3.49K -86 -0.5%
IPW
1586
Inlet Private Wealth
Florida
$809K -$162K -4,000 -20%
IP
1587
Investment Partners
Ohio
$805K -$39.9K -981 -6%
KFGK
1588
Keystone Financial Group (Kentucky)
Kentucky
$804K -$34.5K -849 -5%
CG
1589
CFO4Life Group
Texas
$803K -$1.1K -27 -0.2%
HI
1590
Human Investing
Oregon
$801K -$7.51K -185 -1%
YIA
1591
YHB Investment Advisors
Connecticut
$797K -$16.7K -411 -3%
SWM
1592
Sterling Wealth Management
Illinois
$796K +$644K +15,847 New
AI
1593
Accredited Investors
Minnesota
$796K -$14.3K -351 -2%
FPF
1594
First Pacific Financial
Washington
$795K -$29.7K -731 -4%
IP
1595
Ignite Planners
California
$794K +$7.23K +178 +1%
AWM
1596
Aries Wealth Management
Maine
$794K +$17.6K +434 +3%
PS
1597
Planned Solutions
California
$794K +$143K +3,530 +29%
WP
1598
Westmount Partners
California
$793K +$14.4K +354 +2%
TPWM
1599
Twelve Points Wealth Management
Massachusetts
$793K +$7.03K +173 +1%
CRC
1600
Curi RMB Capital
Illinois
$792K -$85.1K -2,096 -12%
62 63
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65 66