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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1776
SS&H Financial Advisors
Michigan
$1.64M +$1.59M +3,197 New
LIA
1777
LBMC Investment Advisors
Tennessee
$1.64M +$23.4K +47 +1%
AW
1778
Alaethes Wealth
Nevada
$1.64M +$1.59M +3,185 New
IPW
1779
Inlet Private Wealth
Florida
$1.64M -$499K -1,000 -24%
KP
1780
Keel Point
Alabama
$1.63M +$107K +214 +7%
AL
1781
Aspiriant LLC
California
$1.63M +$33.4K +67 +2%
CAG
1782
Cypress Advisory Group
Arizona
$1.63M +$199K +400 +14%
IFS
1783
Intelligent Financial Strategies
Minnesota
$1.63M -$24.4K -49 -2%
JIC
1784
Joel Isaacson & Co
New York
$1.63M -$16.5K -33 -1%
BL
1785
Balentine LLC
Georgia
$1.62M +$959K +1,923 +156%
CSI
1786
Cross Staff Investments
New York
$1.61M +$997 +2 +0.1%
TVPW
1787
Third View Private Wealth
Connecticut
$1.61M +$38.4K +77 +3%
HNB
1788
Hilltop National Bank
Wyoming
$1.61M -$107K -215 -6%
WAS
1789
Winch Advisory Services
Wisconsin
$1.61M +$4.49K +9 +0.3%
WAG
1790
Winthrop Advisory Group
Massachusetts
$1.6M +$159K +318 +11%
EW
1791
Elyxium Wealth
California
$1.6M +$462K +927 +43%
RCM
1792
Ratan Capital Management
Florida
$1.59M – – –
CANC
1793
Culbertson A N & Co
Virginia
$1.59M +$215K +432 +16%
ACA
1794
Affinity Capital Advisors
California
$1.59M -$106K -213 -7%
AFS
1795
Aft Forsyth & Sober
Florida
$1.59M – – –
EI
1796
Ellevest Inc
New York
$1.59M +$23.4K +47 +2%
CPC
1797
Cookson Peirce & Co
Pennsylvania
$1.58M +$44.4K +89 +3%
LA
1798
LM Advisors
California
$1.57M +$605K +1,214 +66%
SFPG
1799
Stonebridge Financial Planning Group
Florida
$1.56M -$45.4K -91 -3%
JWM
1800
Jackson Wealth Management
Florida
$1.56M -$14.2M -28,554 -90%
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