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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2976
LifeSteps Financial
California
$3.16M +$333K +1,260 +10%
GCM
2977
Glynn Capital Management
California
$3.15M – – –
AWA
2978
Amplius Wealth Advisors
Pennsylvania
$3.15M +$260K +984 +8%
MA
2979
Modus Advisors
Minnesota
$3.15M +$16.6K +63 +0.5%
HBW
2980
Hazlett, Burt & Watson
West Virginia
$3.14M +$4.75K +18 +0.1%
TFM
2981
TFC Financial Management
Massachusetts
$3.14M +$189K +714 +6%
GSC
2982
G&S Capital
Colorado
$3.14M +$821K +3,108 +30%
ADBIC
2983
A.D. Beadell Investment Counsel
Wisconsin
$3.14M +$385K +1,458 +12%
RFMS
2984
RWQ Financial Management Services
Florida
$3.13M -$1.94M -7,364 -35%
HHAM
2985
HITE Hedge Asset Management
Massachusetts
$3.12M – – –
TWM
2986
Thrive Wealth Management
Pennsylvania
$3.12M +$410K +1,554 +13%
RHP
2987
Royal Harbor Partners
Texas
$3.12M -$62.6K -237 -2%
CC
2988
Copperleaf Capital
North Carolina
$3.12M +$709K +2,684 +25%
WMA
2989
West Michigan Advisors
Michigan
$3.11M +$76.6K +290 +2%
UCIG
2990
Ulrich Consultants & Investment Group
New Mexico
$3.11M +$10.3K +39 +0.3%
LC
2991
Legacy CG
Texas
$3.11M -$6.6K -25 -0.2%
GAM
2992
Gemmer Asset Management
California
$3.1M +$264K +999 +8%
MAM
2993
McLean Asset Management
Virginia
$3.1M -$20.3K -77 -0.6%
VCM
2994
Viewpoint Capital Management
Washington
$3.09M -$26.4K -100 -0.7%
SOS
2995
Silver Oak Securities
Tennessee
$3.09M -$1.22M -4,629 -32%
GPWA
2996
Great Point Wealth Advisors
Massachusetts
$3.09M -$39.6K -150 -1%
RW
2997
REDW Wealth
New Mexico
$3.09M +$116K +438 +3%
ATWA
2998
Arbor Trust Wealth Advisors
Michigan
$3.08M -$171K -649 -5%
MPIA
2999
Mountain Pacific Investment Advisers
Idaho
$3.08M -$135K -512 -4%
SC
3000
Schulhoff & Co
Ohio
$3.08M +$26.7K +101 +0.8%
118 119
120
121 122