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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
3451
Evergreen Wealth Solutions
Pennsylvania
$1.11M -$367K -493 -25%
MWM
3452
MinichMacGregor Wealth Management
New York
$1.11M +$316K +424 +39%
TCG
3453
Transcendent Capital Group
Oklahoma
$1.1M +$1.12M +1,503 New
BWM
3454
Brickley Wealth Management
California
$1.1M +$135K +182 +14%
PI
3455
Parkside Investments
Illinois
$1.1M +$372K +500 +50%
SAM
3456
Satovsky Asset Management
New York
$1.1M +$744 +1 +0.1%
KFG
3457
Kingdom Financial Group
Arizona
$1.1M +$537K +721 +93%
SFG
3458
Seamount Financial Group
Colorado
$1.1M -$44.7K -60 -4%
NCM
3459
New Capital Management
Texas
$1.1M – – –
RL
3460
Rogco LP
Oklahoma
$1.1M +$2.23K +3 +0.2%
TYCC
3461
Texas Yale Capital Corp
Florida
$1.09M +$431K +579 +63%
GC
3462
Gilbert & Cook
Iowa
$1.09M +$1.11M +1,490 New
GWP
3463
Gen-Wealth Partners
Michigan
$1.09M +$29.8K +40 +3%
FFWM
3464
Future Financial Wealth Management
Ohio
$1.09M -$11.2K -15 -1%
SAS
3465
Stelac Advisory Services
New York
$1.09M +$100K +135 +10%
DTL
3466
Dynamic Technology Lab
Singapore
$1.09M +$848K +1,140 +335%
MFWP
3467
Mosaic Family Wealth Partners
Missouri
$1.09M +$4.47K +6 +0.4%
CSIA
3468
Conrad Siegel Investment Advisors
Pennsylvania
$1.09M +$3.72K +5 +0.3%
JWM
3469
JPL Wealth Management
Colorado
$1.09M -$182K -244 -14%
NWM
3470
Northwest Wealth Management
Iowa
$1.08M +$115K +154 +12%
AWA
3471
Amplius Wealth Advisors
Pennsylvania
$1.08M -$807K -1,084 -42%
EFL
3472
ERn Financial LLC
Wisconsin
$1.08M -$201K -270 -15%
IC
3473
Iconiq Capital
California
$1.08M -$7.19M -9,659 -87%
CGA
3474
Crescent Grove Advisors
Illinois
$1.08M +$20.1K +27 +2%
IPW
3475
Inlet Private Wealth
Florida
$1.08M +$40.9K +55 +4%
137 138
139
140 141