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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
3526
Veery Capital
Delaware
$720K +$24.1K +41 +3%
ABLA
3527
Alan B. Lancz & Associates
Ohio
$717K -$411K -700 -36%
MAS
3528
MPWM Advisory Solutions
Georgia
$717K +$719K +1,225 New
BA
3529
BCM Advisors
Louisiana
$717K -$5.87K -10 -1%
WPA
3530
West Paces Advisors
Georgia
$717K -$15.8K -27 -2%
AWS
3531
Aspen Wealth Strategies
Colorado
$716K +$44K +75 +7%
MF
3532
Montis Financial
Massachusetts
$715K +$168K +287 +31%
RMCM
3533
Reynders McVeigh Capital Management
Massachusetts
$715K -$40.5K -69 -5%
SFCL
3534
Strengthening Families & Communities LLC
Massachusetts
$715K +$68.7K +117 +11%
CPG
3535
Cornerstone Planning Group
New Jersey
$714K +$242K +413 +62%
GWA
3536
Gratus Wealth Advisors
Virginia
$714K -$587 -1 -0.1%
CFC
3537
Coyle Financial Counsel
Illinois
$713K +$66.3K +113 +10%
AIM
3538
Acropolis Investment Management
Missouri
$712K -$3.52K -6 -0.5%
BSHC
3539
Breed's Hill Capital
Massachusetts
$712K +$713K +1,215 New
WGAM
3540
Wilkinson Global Asset Management
New York
$711K -$14.7K -25 -2%
CGA
3541
Crescent Grove Advisors
Illinois
$708K +$6.46K +11 +0.9%
CPA
3542
Cathy Pareto & Associates
Florida
$705K +$707K +1,205 New
BFG
3543
Bouchey Financial Group
New York
$704K +$59.3K +101 +9%
CPCM
3544
Cardinal Point Capital Management
Ontario, Canada
$704K +$349K +595 +98%
GK
3545
Graney & King
New York
$703K +$704K +1,200 New
ICM
3546
Ionic Capital Management
New York
$703K -$352K -600 -33%
GSIS
3547
Global Strategic Investment Solutions
Arizona
$701K -$39.3K -67 -5%
SIS
3548
Strategic Investment Solutions
Illinois
$701K +$66.3K +113 +8%
AW
3549
Avion Wealth
Texas
$700K +$114K +194 +19%
SIM
3550
Studio Investment Management
Illinois
$697K -$23.5K -40 -3%
140 141
142
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