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Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
2551
Asahi Life Asset Management
Japan
$11.3M -$85.1K -196 -0.9%
EFG
2552
Ethos Financial Group
Pennsylvania
$11.3M -$8.37M -19,274 -46%
SP
2553
Saranac Partners
$11.2M -$211K -487 -2%
VFA
2554
Voya Financial Advisors
Connecticut
$11.2M +$33.4K +77 +0.3%
RFA
2555
Resurgent Financial Advisors
Georgia
$11.2M +$253K +582 +3%
SCM
2556
SOL Capital Management
Maryland
$11.2M -$30.8K -71 -0.3%
ISWM
2557
Independent Solutions Wealth Management
New York
$11.2M -$139K -320 -1%
AWC
2558
Abundance Wealth Counselors
Pennsylvania
$11.2M +$332K +764 +3%
CA
2559
Centerpoint Advisors
Massachusetts
$11.2M -$129K -298 -1%
CFMC
2560
Curbstone Financial Management Corp
New Hampshire
$11.2M -$74.3K -171 -0.8%
WW
2561
Windle Wealth
Oklahoma
$11.2M +$80.3K +185 +0.8%
PWM
2562
Pines Wealth Management
North Carolina
$11.2M +$698K +1,608 +8%
ECML
2563
Eagle Capital Management (Louisiana)
Louisiana
$11.2M -$174K -401 -2%
AGWCA
2564
Annis Gardner Whiting Capital Advisors
Florida
$11.2M +$789K +1,817 +9%
BEC
2565
Blue Edge Capital
Virginia
$11.1M -$310K -714 -3%
3IP
2566
3Chopt Investment Partners
Virginia
$11.1M +$154K +354 +2%
CWG
2567
Crown Wealth Group
North Carolina
$11.1M +$22.1K +51 +0.2%
APW
2568
Aventura Private Wealth
Florida
$11.1M -$79K -182 -0.8%
CPWA
2569
Cerro Pacific Wealth Advisors
California
$11.1M -$159K -367 -2%
BL
2570
BCWM LLC
Kansas
$11.1M +$1.02M +2,349 +12%
SDWMA
2571
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M -$279K -643 -3%
GF
2572
Gries Financial
Ohio
$11M +$660K +1,519 +7%
ICM
2573
IMS Capital Management
Oregon
$11M -$58.6K -135 -0.6%
RCA
2574
Riverview Capital Advisers
Massachusetts
$11M +$114K +263 +1%
MLIC
2575
Mandatum Life Insurance Company
Finland
$11M -$100K -231 -1%
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