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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
2801
Stone House Investment Management
Pennsylvania
$14.7K – – –
GM
2802
GeoWealth Management
Illinois
$13K -$60 -1 -0.4%
JFG
2803
JDM Financial Group
Texas
$12.2K – – –
RWM
2804
Ruedi Wealth Management
Illinois
$12.1K – – –
SIA
2805
SkyView Investment Advisors
New Jersey
$12K +$660 +11 +6%
GFL
2806
Granite FO LLC
New Hampshire
$10.8K – – –
CWM
2807
Cedar Wealth Management
California
$10.5K – – –
GIS
2808
Grayhawk Investment Strategies
Alberta, Canada
$8.62K – – –
EWP
2809
Elevation Wealth Partners
California
$8.43K – – –
TFG
2810
Team Financial Group
California
$8.35K +$8.88K +148 New
IA
2811
IFS Advisors
Kansas
$8.29K – – –
EA
2812
Evolution Advisers
Virginia
$8K -$660 -11 -7%
NOI
2813
Newton One Investments
Delaware
$7.1K +$60 +1 +0.8%
MWA
2814
Miller Wealth Advisors
Colorado
$6.94K – – –
ECM
2815
Everence Capital Management
Indiana
$6.88K +$1.6M +26,750 +28%
BFA
2816
BBJS Financial Advisors
Washington
$6.72K – – –
BCC
2817
Biglari Capital Corp
Texas
$6.72K – – –
MBFW
2818
Morton Brown Family Wealth
Pennsylvania
$6.61K – – –
WFA
2819
West Financial Advisors
Iowa
$6.38K – – –
TWD
2820
True Wealth Design
Ohio
$5.89K -$6K -100 -49%
HC
2821
Hoese & Co
Minnesota
$5.6K – – –
KSWA
2822
Kathleen S. Wright Associates
Pennsylvania
$5.54K – – –
CAM
2823
ClariVest Asset Management
California
$5K +$1.2K +20 +26%
MIM
2824
Macroview Investment Management
Maryland
$4.31K -$4.14K -69 -47%
WA
2825
WestEnd Advisors
North Carolina
$3.3K +$3.54K +59 New
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113
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