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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3076
Stiles Financial Services
Minnesota
$4.44M -$85.9K -274 -2%
BRG
3077
Bay Rivers Group
Virginia
$4.44M -$145K -464 -3%
DS
3078
Dudley & Shanley
Florida
$4.44M – – –
KW
3079
KWB Wealth
California
$4.44M +$392K +1,252 +11%
OCM
3080
Olstein Capital Management
New York
$4.43M -$4.07M -13,000 -50%
BC
3081
Bowman & Company
Wisconsin
$4.43M +$62.7K +200 +2%
PWM
3082
Palumbo Wealth Management
New York
$4.42M -$1.88K -6 -0%
LA
3083
Lifeworks Advisors
Michigan
$4.42M -$225K -719 -5%
SAF
3084
Smith Anglin Financial
Texas
$4.41M +$320K +1,022 +9%
CAS
3085
Coppell Advisory Solutions
Texas
$4.41M -$977K -3,117 -19%
RCA
3086
Reitz Capital Advisors
Michigan
$4.4M +$7.35M +23,450 +233%
LIA
3087
LBMC Investment Advisors
Tennessee
$4.39M -$60.5K -193 -1%
ORC
3088
O'Rourke & Company
Massachusetts
$4.38M +$38.2K +122 +1%
SHFP
3089
Second Half Financial Partners
Florida
$4.38M +$3.71M +11,840 +1,153%
SC
3090
Schulhoff & Co
Ohio
$4.38M -$108K -345 -3%
MAM
3091
McLean Asset Management
Virginia
$4.38M – – –
EWM
3092
Elevatus Welath Management
New York
$4.38M +$4.03M +12,858 New
KA
3093
KLCM Advisors
Wisconsin
$4.38M +$251K +800 +7%
ILI
3094
Invesco LLC (Illinois)
Illinois
$4.37M +$4.02M +12,839 New
AWP
3095
Accretive Wealth Partners
New Jersey
$4.37M +$60.2K +192 +2%
VAG
3096
VisionPoint Advisory Group
Texas
$4.37M -$1.32M -4,224 -25%
CWA
3097
Consilium Wealth Advisory
Texas
$4.36M +$622K +1,986 +18%
ACM
3098
Aljian Capital Management
Nevada
$4.36M +$403K +1,287 +11%
VWM
3099
Vigilare Wealth Management
Arizona
$4.35M -$36.4K -116 -0.9%
CC
3100
Centiva Capital
New York
$4.35M +$4M +12,772 New
122 123
124
125 126