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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1051
Alerus Financial
North Dakota
$1.48M -$233K -460 -14%
CWA
1052
Consilium Wealth Advisory
Texas
$1.48M -$22.3K -44 -2%
ZF
1053
Zhang Financial
Michigan
$1.47M -$190K -376 -12%
SIA
1054
Strategic Investment Advisors
Michigan
$1.46M -$89.1K -176 -6%
BCFD
1055
Boit C.F. David
$1.45M – – –
BWM
1056
Buckley Wealth Management
Nevada
$1.45M +$69.4K +137 +5%
NL
1057
Navalign LLC
California
$1.45M -$2.03K -4 -0.1%
PPWP
1058
Premier Path Wealth Partners
New Jersey
$1.44M +$29.4K +58 +2%
FFG
1059
Forum Finance Group
$1.44M +$20.3K +40 +1%
HW
1060
Hancock Whitney
Mississippi
$1.44M -$41K -81 -3%
BWM
1061
Bluebird Wealth Management
Massachusetts
$1.43M -$107K -212 -7%
BWIA
1062
Bryant Woods Investment Advisors
New York
$1.42M +$3.04K +6 +0.2%
CA
1063
Callahan Advisors
Texas
$1.42M +$363K +716 +36%
LWA
1064
Lineweaver Wealth Advisors
Ohio
$1.41M +$165K +326 +14%
WCM
1065
Weaver Capital Management
Georgia
$1.41M – – –
ZIC
1066
ZWJ Investment Counsel
Georgia
$1.41M +$815K +1,610 +145%
SC
1067
Sapient Capital
Indiana
$1.41M -$815K -1,610 -37%
RAG
1068
RIA Advisory Group
Iowa
$1.38M +$121K +238 +10%
LAM
1069
L2 Asset Management
Massachusetts
$1.38M +$56.2K +111 +4%
DAS
1070
Dynamic Advisor Solutions
Arizona
$1.38M -$168K -331 -11%
CCA
1071
Checchi Capital Advisers
California
$1.37M -$27.9K -55 -2%
ALA
1072
Atlas Legacy Advisors
California
$1.37M +$157K +310 +13%
MFP
1073
Meridian Financial Partners
Virginia
$1.37M +$3.04K +6 +0.2%
PA
1074
Procyon Advisors
Connecticut
$1.37M -$20.3K -40 -1%
HTIM
1075
Harbour Trust & Investment Management
Indiana
$1.36M -$5.07K -10 -0.4%
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