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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1926
Cassia Capital Partners
North Carolina
$1.27M +$20.4K +41 +2%
GWA
1927
Gratus Wealth Advisors
Virginia
$1.27M +$11K +22 +0.9%
MSA
1928
Marino Stram & Associates
Massachusetts
$1.27M +$272K +546 +28%
PPA
1929
Pacific Point Advisors
California
$1.27M -$297K -595 -19%
MAWCM
1930
Mine & Arao Wealth Creation & Management
California
$1.27M +$1.99K +4 +0.2%
EC
1931
Enhancing Capital
Pennsylvania
$1.27M -$499 -1 -0%
IP
1932
Indivisible Partners
Florida
$1.26M +$411K +824 +51%
LAI
1933
Legal Advantage Investments
California
$1.26M -$11.5K -23 -0.9%
IDA
1934
Intelligence Driven Advisers
California
$1.25M -$301K -603 -20%
OFS
1935
Orrstown Financial Services
Pennsylvania
$1.25M -$47.9K -96 -4%
RWI
1936
Red Wave Investments
Pennsylvania
$1.25M -$121K -243 -9%
SP
1937
Stablepoint Partners
Massachusetts
$1.25M -$32.4K -65 -3%
AIM
1938
Advyzon Investment Management
Illinois
$1.25M +$79.8K +160 +7%
APP
1939
Avantax Planning Partners
Iowa
$1.24M -$70.8K -142 -6%
CFO
1940
Cambient Family Office
Michigan
$1.24M +$118K +237 +11%
CCA
1941
Childress Capital Advisors
Texas
$1.24M -$200K -401 -14%
FFA
1942
Fragasso Financial Advisors
Pennsylvania
$1.24M +$248K +497 +26%
SCP
1943
Stevens Capital Partners
Nebraska
$1.24M +$70.3K +141 +6%
PVI
1944
Pine Valley Investments
New Jersey
$1.24M -$204K -409 -14%
OFO
1945
OneAscent Family Office
Alabama
$1.24M +$199K +400 +20%
CWM
1946
Chesapeake Wealth Management
Virginia
$1.24M +$46.9K +94 +4%
CAM
1947
Cidel Asset Management
Ontario, Canada
$1.23M +$303K +608 +34%
CFP
1948
Cascade Financial Partners
California
$1.23M +$21.4K +43 +2%
WCM
1949
Whitener Capital Management
North Carolina
$1.23M – – –
HS
1950
HighVista Strategies
Massachusetts
$1.22M -$269K -540 -18%
76 77
78
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