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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2076
DAGCO Inc
Ohio
$687K +$855 +12 +0.1%
OL
2077
Optas LLC
Texas
$686K +$76K +1,067 +12%
PFA
2078
Pure Financial Advisors
California
$684K +$113K +1,585 +20%
CSI
2079
Cross Staff Investments
New York
$683K – – –
GLLW
2080
Graves Light Lenhart Wealth
Virginia
$683K +$71 +1 +0%
AHL
2081
Abel Hall LLC
Louisiana
$681K +$7.84K +110 +1%
CIA
2082
Cladis Investment Advisory
Montana
$680K +$71 +1 +0%
CAM
2083
Councilmark Asset Management
Tennessee
$679K +$8.97K +126 +1%
FWA
2084
FSM Wealth Advisors
Ohio
$679K +$316K +4,443 +87%
TCM
2085
Tributary Capital Management
Nebraska
$679K – – –
MFWP
2086
Mosaic Family Wealth Partners
Missouri
$677K -$28.4K -399 -4%
VCM
2087
Vivaldi Capital Management
Illinois
$677K +$25.6K +359 +4%
JAG
2088
Journey Advisory Group
Kentucky
$676K -$8.26K -116 -1%
SI
2089
Severin Investments
Missouri
$674K -$23.2K -325 -3%
CL
2090
CVFG LLC
Indiana
$674K +$11.1K +156 +2%
HWA
2091
HCR Wealth Advisors
California
$672K -$1.28K -18 -0.2%
CWM
2092
Challenger Wealth Management
California
$672K -$712 -10 -0.1%
EWA
2093
Elevate Wealth Advisory
Georgia
$671K +$10K +141 +2%
VAG
2094
VisionPoint Advisory Group
Texas
$670K +$343K +4,813 +103%
BCG
2095
BayBridge Capital Group
California
$669K +$8.26K +116 +1%
AWA
2096
AGH Wealth Advisors
Kansas
$669K +$1.78K +25 +0.3%
RMCM
2097
Reynders McVeigh Capital Management
Massachusetts
$668K -$10K -141 -1%
SWM
2098
Stockman Wealth Management
Montana
$666K -$6.41K -90 -0.9%
T
2099
Transce3nd
Texas
$663K +$36.5K +512 +6%
FB
2100
First Bancorp
Maine
$663K +$37.8K +531 +6%
82 83
84
85 86