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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1301
InTrack Investment Management
Vermont
$586K +$12.9K +30 +2%
LFAS
1302
Level Four Advisory Services
Texas
$585K -$12.9K -30 -2%
NP
1303
Nilsine Partners
Colorado
$584K -$4.71K -11 -0.8%
NAM
1304
NTV Asset Management
West Virginia
$583K -$51.4K -120 -8%
BWA
1305
Basecamp Wealth Advisors
Washington
$582K +$584K +1,364 New
CIA
1306
Capital Investment Advisors
Georgia
$581K +$3.85K +9 +0.7%
MF
1307
Manchester Financial
California
$578K -$19.7K -46 -3%
MCC
1308
Malaga Cove Capital
California
$577K +$580K +1,353 New
TWP
1309
Tyche Wealth Partners
Texas
$576K -$6.43K -15 -1%
FAM
1310
Formidable Asset Management
Ohio
$573K -$1.71K -4 -0.3%
PB
1311
Pinnacle Bancorp
Nebraska
$571K – – –
FA
1312
Fedenia Advisers
Wisconsin
$564K -$152K -354 -21%
CI
1313
Corient IA
Florida
$563K -$505K -1,180 -47%
KWA
1314
Kingswood Wealth Advisors
California
$557K +$189K +441 +51%
CPG
1315
Cornerstone Planning Group
New Jersey
$557K -$12.4K -29 -2%
WPW
1316
Waldron Private Wealth
Pennsylvania
$556K -$111K -258 -17%
OL
1317
one8zero8 LLC
North Carolina
$554K – – –
CH
1318
Cromwell Holdings
Wyoming
$553K – – –
FHA
1319
Flagship Harbor Advisors
Massachusetts
$551K -$14.6K -34 -3%
KIM
1320
Kestra Investment Management
Texas
$550K -$1.28K -3 -0.2%
JIM
1321
Jensen Investment Management
Oregon
$550K -$38.6K -90 -7%
EPIME
1322
Evelyn Partners Investment Management (Europe)
$547K -$84.4K -197 -13%
GXJ
1323
Global X Japan
Japan
$547K -$7.71K -18 -1%
BLC
1324
Brown, Lisle/Cummings
Rhode Island
$544K – – –
SPC
1325
Sigma Planning Corp
Michigan
$544K +$31.3K +73 +6%
51 52
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