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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1751
Adero Partners
California
$1.06M +$48.2K +722 +5%
KFS
1752
Keynote Financial Services
Connecticut
$1.06M -$1.34K -20 -0.1%
IP
1753
Investment Partners
Ohio
$1.06M – – –
FAM
1754
Formidable Asset Management
Ohio
$1.05M -$7.88K -118 -0.8%
TWM
1755
Thrive Wealth Management
Pennsylvania
$1.05M -$46.9K -702 -5%
HP
1756
Hilltop Partners
Indiana
$1.05M -$123K -1,844 -11%
UWPG
1757
Ullmann Wealth Partners Group
Florida
$1.05M +$53.5K +801 +6%
BFG
1758
Berger Financial Group
Minnesota
$1.05M +$2.4K +36 +0.2%
DE
1759
Diversified Enterprises
Delaware
$1.05M +$123K +1,840 +14%
LC
1760
LCNB Corp
Ohio
$1.04M +$46.7K +699 +5%
CA
1761
Continuum Advisory
Idaho
$1.04M -$17.8K -267 -2%
AL
1762
Aspiriant LLC
California
$1.04M -$126K -1,890 -12%
CBT
1763
Crews Bank & Trust
Florida
$1.03M -$25K -375 -3%
THCM
1764
Taylor Hoffman Capital Management
Virginia
$1.03M +$40.1K +600 +4%
TSMHT
1765
Thurston Springer Miller Herd & Titak
Indiana
$1.03M -$38.7K -579 -4%
WAG
1766
Wiser Advisor Group
Arizona
$1.03M +$30.9K +463 +3%
RF
1767
Roxbury Financial
New Jersey
$1.03M -$79.7K -1,193 -8%
YIA
1768
YHB Investment Advisors
Connecticut
$1.02M +$40.7K +610 +4%
JWWM
1769
Johnson & White Wealth Management
Pennsylvania
$1.02M +$19.6K +293 +2%
JSC
1770
Jackson Square Capital
California
$1.02M -$104K -1,561 -10%
MAWA
1771
Moss Adams Wealth Advisors
Washington
$1.02M +$131K +1,963 +16%
B
1772
Bellecapital
Switzerland
$1.02M +$53.4K +800 +6%
AI
1773
Accredited Investors
Minnesota
$1.02M +$13.4K +200 +1%
MFG
1774
Magnus Financial Group
New York
$1.02M -$22.7K -340 -2%
TFA
1775
Transamerica Financial Advisors
Florida
$1.01M -$108K -1,620 -10%
69 70
71
72 73