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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1851
Lifeworks Advisors
Michigan
$906K -$42.9K -602 -4%
LIM
1852
Letson Investment Management
Georgia
$905K – – –
EW
1853
Elyxium Wealth
California
$904K +$167K +2,341 +22%
MTIC
1854
Missouri Trust & Investment Company
Missouri
$904K +$36K +506 +4%
BIM
1855
Baldwin Investment Management
Pennsylvania
$903K – – –
FDCP
1856
Foster Dykema Cabot & Partners
Massachusetts
$901K +$91.3K +1,282 +11%
LIM
1857
Lathrop Investment Management
Arkansas
$900K -$65.6K -921 -7%
GC
1858
Gilbert & Cook
Iowa
$898K +$15.5K +218 +2%
CCFM
1859
Clear Creek Financial Management
Washington
$897K +$36.2K +508 +4%
DA
1860
Detalus Advisors
Missouri
$897K -$2.85K -40 -0.3%
FDS
1861
Freedom Day Solutions
Texas
$895K +$3.49K +49 +0.4%
IP
1862
Ignite Planners
California
$894K -$7.62K -107 -0.8%
HCC
1863
Hirtle Callaghan & Co
Pennsylvania
$894K +$2.14K +30 +0.2%
SFA
1864
Souders Financial Advisors
Ohio
$893K +$283K +3,974 +46%
CWM
1865
Cahaba Wealth Management
Georgia
$892K -$236K -3,317 -21%
FNBTCON
1866
First National Bank & Trust Co of Newtown
Pennsylvania
$891K – – –
S
1867
SimplyRich
California
$889K – – –
OL
1868
one8zero8 LLC
North Carolina
$888K -$71.7K -1,007 -7%
PWP
1869
Phillips Wealth Planners
Mississippi
$888K +$141K +1,982 +19%
SSW
1870
Stone Summit Wealth
Florida
$888K – – –
AFG
1871
Allegheny Financial Group
Pennsylvania
$887K -$42.1K -591 -4%
ECM
1872
Estabrook Capital Management
New York
$887K – – –
SC
1873
Savoie Capital
Illinois
$886K – – –
GDP
1874
Great Diamond Partners
Maine
$886K +$178K +2,504 +25%
PHIC
1875
Pine Haven Investment Counsel
Massachusetts
$885K +$1.07K +15 +0.1%
73 74
75
76 77