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Name Holding Trade Value Shares
Change 		Change in
Stake
RHAM
2301
Round Hill Asset Management
California
$806K – – –
RIA
2302
Regal Investment Advisors
Michigan
$805K -$181K -332 -18%
DIP
2303
DT Investment Partners
Pennsylvania
$805K – – –
BW
2304
BXM Wealth
Colorado
$804K -$544 -1 -0.1%
MWM
2305
Manske Wealth Management
Texas
$804K +$23.4K +43 +3%
BFW
2306
Brady Family Wealth
Missouri
$802K -$77.3K -142 -9%
BFO
2307
Boston Family Office
Massachusetts
$800K – – –
AWA
2308
Amplius Wealth Advisors
Pennsylvania
$800K +$27.8K +51 +4%
SFO
2309
Stokes Family Office
Louisiana
$798K – – –
FAM
2310
Fairtree Asset Management
South Africa
$798K +$322K +591 +68%
SGK
2311
Steigerwald Gordon & Koch
Virginia
$796K -$10.9K -20 -1%
CPSAC
2312
Chas P. Smith & Associates (CPS)
Florida
$791K +$53.4K +98 +7%
GJWM
2313
Gilliland Jeter Wealth Management
Arkansas
$790K -$9.26K -17 -1%
MMEA
2314
Main Management ETF Advisors
California
$790K +$785K +1,442 New
CJL
2315
Cyrus J. Lawrence
New York
$789K -$12.2M -22,435 -94%
MF
2316
Montis Financial
Massachusetts
$788K – – –
LSA
2317
Lion Street Advisors
Texas
$786K -$99.1K -182 -11%
FFG
2318
Floyd Financial Group
Missouri
$783K +$21.8K +40 +3%
HT
2319
Headlands Technologies
Illinois
$782K -$1.28M -2,351 -62%
WB
2320
Webster Bank
Connecticut
$781K -$105K -193 -12%
ALA
2321
Atlas Legacy Advisors
California
$781K +$1.09K +2 +0.1%
WA
2322
Wealth Architects
California
$779K +$17.4K +32 +2%
VC
2323
Veery Capital
Delaware
$778K -$1.09K -2 -0.1%
WFMPM
2324
Woodley Farra Manion Portfolio Management
Indiana
$777K +$2.72K +5 +0.4%
PA
2325
PSI Advisors
Florida
$774K -$62.6K -115 -8%
91 92
93
94 95