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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
3526
Alan B. Lancz & Associates
Ohio
$717K -$411K -700 -36%
MAS
3527
MPWM Advisory Solutions
Georgia
$717K +$719K +1,225 New
BA
3528
BCM Advisors
Louisiana
$717K -$5.87K -10 -1%
WPA
3529
West Paces Advisors
Georgia
$717K -$15.8K -27 -2%
AWS
3530
Aspen Wealth Strategies
Colorado
$716K +$44K +75 +7%
MF
3531
Montis Financial
Massachusetts
$715K +$168K +287 +31%
RMCM
3532
Reynders McVeigh Capital Management
Massachusetts
$715K -$40.5K -69 -5%
SFCL
3533
Strengthening Families & Communities LLC
Massachusetts
$715K +$68.7K +117 +11%
CPG
3534
Cornerstone Planning Group
New Jersey
$714K +$242K +413 +62%
GWA
3535
Gratus Wealth Advisors
Virginia
$714K -$587 -1 -0.1%
CFC
3536
Coyle Financial Counsel
Illinois
$713K +$66.3K +113 +10%
AIM
3537
Acropolis Investment Management
Missouri
$712K -$3.52K -6 -0.5%
BSHC
3538
Breed's Hill Capital
Massachusetts
$712K +$713K +1,215 New
WGAM
3539
Wilkinson Global Asset Management
New York
$711K -$14.7K -25 -2%
CGA
3540
Crescent Grove Advisors
Illinois
$708K +$6.46K +11 +0.9%
CPA
3541
Cathy Pareto & Associates
Florida
$705K +$707K +1,205 New
BFG
3542
Bouchey Financial Group
New York
$704K +$59.3K +101 +9%
CPCM
3543
Cardinal Point Capital Management
Ontario, Canada
$704K +$349K +595 +98%
GK
3544
Graney & King
New York
$703K +$704K +1,200 New
ICM
3545
Ionic Capital Management
New York
$703K -$352K -600 -33%
GSIS
3546
Global Strategic Investment Solutions
Arizona
$701K -$39.3K -67 -5%
SIS
3547
Strategic Investment Solutions
Illinois
$701K +$66.3K +113 +8%
AW
3548
Avion Wealth
Texas
$700K +$114K +194 +19%
SIM
3549
Studio Investment Management
Illinois
$697K -$23.5K -40 -3%
SPWG
3550
Syntegra Private Wealth Group
Missouri
$697K +$114K +194 +19%
140 141
142
143 144