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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
3526
Crescent Sterling
Louisiana
$4.94M +$90.3K +212 +2%
HWM
3527
Horizon Wealth Management
Illinois
$4.94M +$20K +47 +0.4%
GLLW
3528
Graves Light Lenhart Wealth
Virginia
$4.94M -$180K -423 -3%
NPFS
3529
Novak & Powell Financial Services
Florida
$4.94M -$317K -745 -6%
BU
3530
Brown University
Rhode Island
$4.93M +$4.98M +11,700 New
W
3531
Wealthquest
Ohio
$4.93M -$4.26K -10 -0.1%
PFG
3532
PAX Financial Group
Texas
$4.91M +$666K +1,563 +15%
KIG
3533
Kessler Investment Group
Indiana
$4.9M +$33.6K +79 +0.7%
MFGM
3534
Marshall Financial Group (Maryland)
Maryland
$4.9M +$151K +355 +3%
MFWP
3535
Mosaic Family Wealth Partners
Missouri
$4.9M +$383K +898 +8%
TAM
3536
Titleist Asset Management
Texas
$4.9M +$822K +1,930 +20%
FPL
3537
Fortress Private Ledger
North Carolina
$4.89M +$4.94M +11,608 New
OCM
3538
Orion Capital Management
California
$4.89M -$29.8K -70 -0.6%
WHC
3539
Wulff, Hansen & Co
California
$4.88M +$305K +715 +7%
SIM
3540
SSI Investment Management
California
$4.88M -$3.41K -8 -0.1%
MFG
3541
Menard Financial Group
Texas
$4.87M +$103K +241 +2%
DS
3542
Dudley & Shanley
Florida
$4.87M -$12.8K -30 -0.3%
TAM
3543
Todd Asset Management
Kentucky
$4.87M – – –
GC
3544
Gilbert & Cook
Iowa
$4.87M -$227K -534 -4%
SGCA
3545
Steel Grove Capital Advisors
Tennessee
$4.86M -$218K -512 -4%
BWA
3546
Burt Wealth Advisors
Maryland
$4.85M +$58.4K +137 +1%
FA
3547
Fermata Advisors
California
$4.85M +$123K +289 +3%
OWMIAS
3548
One Wealth Management Investment & Advisory Services
Florida
$4.85M +$77.9K +183 +2%
NG
3549
Northstar Group
New York
$4.85M +$211K +496 +5%
UWS
3550
Unique Wealth Strategies
Illinois
$4.85M +$136K +320 +3%
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