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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1801
LifeSteps Financial
California
$1.17M +$10.7K +135 +0.9%
HPIA
1802
Hamilton Point Investment Advisors
North Carolina
$1.17M – – –
TSW
1803
Thompson Siegel & Walmsley
Virginia
$1.17M -$320K -4,049 -22%
SPC
1804
Spirepoint Private Client
Florida
$1.16M -$121K -1,529 -10%
ALAM
1805
Asahi Life Asset Management
Japan
$1.16M +$3K +38 +0.3%
BCM
1806
Bayesian Capital Management
New York
$1.16M +$829K +10,500 +276%
HFS
1807
Howard Financial Services
Texas
$1.16M +$177K +2,237 +19%
RCWM
1808
Royal Capital Wealth Management
Indiana
$1.16M +$395 +5 +0%
UWPG
1809
Ullmann Wealth Partners Group
Florida
$1.16M +$10.1K +128 +0.9%
BCM
1810
Buckhead Capital Management
Georgia
$1.16M +$29.5K +374 +3%
GAAM
1811
Guinness Atkinson Asset Management
California
$1.16M -$86.3K -1,093 -7%
JKA
1812
Jones Kertz & Associates
Minnesota
$1.16M -$94.8K -1,200 -8%
CG
1813
CFO4Life Group
Texas
$1.16M -$4.74K -60 -0.4%
IP
1814
Ignite Planners
California
$1.16M +$17K +215 +2%
AFA
1815
American Financial Advisors
Georgia
$1.15M +$1.97K +25 +0.2%
RDWM
1816
Red Door Wealth Management
Tennessee
$1.15M +$41.7K +528 +4%
HL
1817
HeadInvest LLC
Maine
$1.15M +$61.7K +781 +6%
QIM
1818
Quest Investment Management
Oregon
$1.15M – – –
KIM
1819
Kestra Investment Management
Texas
$1.15M -$26.9K -340 -2%
TWA
1820
Talisman Wealth Advisors
New Jersey
$1.15M +$138K +1,743 +14%
IIM
1821
InTrack Investment Management
Vermont
$1.15M -$3.4K -43 -0.3%
RF
1822
Roxbury Financial
New Jersey
$1.14M -$8.37K -106 -0.7%
NDSI
1823
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M +$237 +3 +0%
AAP
1824
Aristotle Atlantic Partners
Florida
$1.14M – – –
GKWIM
1825
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$21.6K +273 +2%
71 72
73
74 75