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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
4101
Cairn Investment Group
Washington
$611K -$2M -2,988 -76%
GC
4102
GatePass Capital
Ohio
$611K +$280K +420 +83%
SFG
4103
Southern Financial Group
Alabama
$610K +$617K +924 New
DAS
4104
DMKC Advisory Services
Iowa
$608K +$267K +400 +77%
SWMG
4105
Stillwater Wealth Management Group
Florida
$607K +$9.35K +14 +2%
LW
4106
Livet Wealth
Utah
$607K +$614K +919 New
BA
4107
Bellwether Advisors
Nebraska
$605K -$1.72M -2,571 -74%
LIM
4108
Lathrop Investment Management
Arkansas
$604K +$132K +197 +27%
VV
4109
Verity & Verity
South Carolina
$604K -$111K -166 -15%
YAVAPFMC
4110
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$603K – – –
BSAM
4111
Blue Square Asset Management
New York
$601K – – –
OWP
4112
ORG Wealth Partners
Texas
$600K +$9.35K +14 +2%
WWWM
4113
White Wing Wealth Management
Texas
$600K +$119K +178 +24%
LAM
4114
Lountzis Asset Management
Pennsylvania
$599K -$44.7K -67 -7%
FWP
4115
Fiduciary Wealth Partners
Massachusetts
$599K -$12.7K -19 -2%
PPW
4116
Presilium Private Wealth
Pennsylvania
$597K +$8.01K +12 +1%
HGWM
4117
Horst & Graben Wealth Management
Oregon
$597K -$288K -432 -32%
VP
4118
Verum Partners
North Carolina
$596K +$42.1K +63 +8%
KFP
4119
Kerr Financial Planning
California
$596K +$67.4K +101 +13%
EBA
4120
Eagle Bay Advisors
New York
$594K +$86.8K +130 +17%
CI
4121
Corient IA
Florida
$594K – – –
AWM
4122
Athena Wealth Management
Nevada
$594K +$600K +899 New
WHCI
4123
W.H. Cornerstone Investments
Massachusetts
$593K -$38.1K -57 -6%
EAN
4124
Excelsior Advisor Network
Colorado
$593K +$600K +898 New
SIC
4125
SFE Investment Counsel
California
$593K +$66.8K +100 +13%
163 164
165
166 167