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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
2801
Wealth Alliance Advisory Group
Kansas
$559K +$106K +319 +24%
BFS
2802
Bickling Financial Services
Massachusetts
$557K -$2.99K -9 -0.5%
GSIS
2803
Global Strategic Investment Solutions
Arizona
$557K +$354K +1,066 +181%
AWM
2804
Avaii Wealth Management
Wisconsin
$556K +$549K +1,653 New
FFWM
2805
Future Financial Wealth Management
Ohio
$554K +$25.2K +76 +5%
CWA
2806
Canvas Wealth Advisors
Kansas
$551K – – –
VW
2807
Vance Wealth
California
$550K +$542K +1,634 New
FBFS
2808
First Business Financial Services
Wisconsin
$549K -$996 -3 -0.2%
BSSFA
2809
Baron Silver Stevens Financial Advisors
Florida
$549K +$22.6K +68 +4%
TFA
2810
Teamwork Financial Advisors
Texas
$547K -$9.96K -30 -2%
GIP
2811
Greatmark Investment Partners
Georgia
$547K – – –
MCM
2812
Monument Capital Management
Virginia
$547K +$3.65K +11 +0.7%
AWP
2813
Ascent Wealth Partners
New York
$546K -$437K -1,317 -45%
SIM
2814
Sadoff Investment Management
Wisconsin
$545K -$23.6K -71 -4%
MPPLM
2815
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$545K +$9.96K +30 +2%
DP
2816
Dearborn Partners
Illinois
$544K +$211K +636 +65%
WPA
2817
West Paces Advisors
Georgia
$544K -$80K -241 -13%
TAM
2818
Trillium Asset Management
Massachusetts
$542K -$79K -238 -13%
BO
2819
BRR OpCo
Ohio
$541K -$73K -220 -12%
SAM
2820
S.A. Mason
Michigan
$540K – – –
DCM
2821
Driehaus Capital Management
Illinois
$539K – – –
RI
2822
Ridgewood Investments
New Jersey
$537K +$2.66K +8 +0.5%
AAP
2823
Aristotle Atlantic Partners
Florida
$537K +$22.6K +68 +4%
TCWA
2824
Ten Capital Wealth Advisors
Washington
$537K +$26.6K +80 +5%
EFA
2825
Evernest Financial Advisors
Indiana
$536K +$380K +1,146 New
111 112
113
114 115