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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1751
Catalyst Financial Partners
Massachusetts
$1.04M +$206K +512 +24%
RFN
1752
RDA Financial Network
Iowa
$1.04M +$12K +30 +1%
KCM
1753
KRS Capital Management
Michigan
$1.03M – – –
EWM
1754
EPG Wealth Management
Georgia
$1.03M +$81.5K +203 +8%
AWP
1755
Accretive Wealth Partners
New Jersey
$1.03M +$10.8K +27 +1%
EFG
1756
Everhart Financial Group
Ohio
$1.03M +$62.6K +156 +6%
CAL
1757
Capital Advisors Ltd
Ohio
$1.03M +$9.23K +23 +0.9%
BWM
1758
Buckley Wealth Management
Nevada
$1.03M +$8.03K +20 +0.8%
JWCA
1759
J.W. Cole Advisors
Florida
$1.02M -$70.2K -175 -6%
GITFIT
1760
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.02M -$201K -500 -17%
RSWM
1761
Robertson Stephens Wealth Management
California
$1.02M +$325K +809 +46%
SWP
1762
Semus Wealth Partners
Florida
$1.02M +$60.6K +151 +6%
NFA
1763
Northern Financial Advisors
Michigan
$1.01M -$4.42K -11 -0.4%
CBFP
1764
Cedar Brook Financial Partners
Ohio
$1M -$64.2K -160 -6%
HP
1765
Hilltop Partners
Indiana
$1M +$216K +537 +27%
IIM
1766
Ipswich Investment Management
Massachusetts
$1M – – –
BFO
1767
Biltmore Family Office
North Carolina
$998K +$141K +352 +16%
OC
1768
Oakworth Capital
Alabama
$998K -$14.9K -37 -1%
GSEP
1769
Golden State Equity Partners
California
$998K +$114K +285 +13%
RB
1770
Renasant Bank
Mississippi
$996K +$68.2K +170 +7%
CFA
1771
CWS Financial Advisors
Michigan
$993K -$33.3K -83 -3%
SFG
1772
SevenBridge Financial Group
Pennsylvania
$991K +$86.7K +216 +9%
ALAM
1773
Asahi Life Asset Management
Japan
$989K +$532K +1,325 +113%
MGAM
1774
McGowan Group Asset Management
Texas
$988K +$23.7K +59 +2%
BAM
1775
Beaumont Asset Management
Texas
$987K +$4.82K +12 +0.5%
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