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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3526
Cladis Investment Advisory
Montana
$5.72M +$51.5K +101 +0.9%
SCA
3527
Sulzberger Capital Advisors
Florida
$5.71M -$16.3K -32 -0.3%
LW
3528
Libra Wealth
California
$5.7M -$125K -246 -2%
AIM
3529
Aigen Investment Management
New York
$5.7M +$3.32M +6,512 +145%
WAM
3530
Wilson Asset Management
Australia
$5.7M +$5.61M +11,000 New
CFG
3531
Carr Financial Group
Massachusetts
$5.69M +$103K +202 +2%
SFG
3532
Shum Financial Group
California
$5.69M +$5.6M +10,987 New
CFD
3533
Creative Financial Designs
Indiana
$5.69M -$174K -341 -3%
BAM
3534
BOCHK Asset Management
Hong Kong
$5.69M +$4.58M +8,980 +449%
AWM
3535
Ameliora Wealth Management
Switzerland
$5.69M +$719K +1,410 +15%
SWRP
3536
Summit Wealth & Retirement Planning
California
$5.68M – – –
TFGT
3537
TS Financial Group (TSFG)
Illinois
$5.67M +$15.8K +31 +0.3%
OWP
3538
ORG Wealth Partners
Texas
$5.67M +$1.29M +2,537 +30%
BF
3539
bLong Financial
Tennessee
$5.65M +$20.4K +40 +0.4%
BIA
3540
Benchmark Investment Advisors
Illinois
$5.65M +$5.56M +10,908 New
CS
3541
Crescent Sterling
Louisiana
$5.64M -$43.9K -86 -0.8%
WPA
3542
West Paces Advisors
Georgia
$5.64M +$158K +310 +3%
RDFA
3543
Ritter Daniher Financial Advisory
Ohio
$5.64M +$2.23M +4,373 +67%
TT
3544
TI-Trust
Illinois
$5.63M +$12.2K +24 +0.2%
DS
3545
Dudley & Shanley
Florida
$5.62M – – –
SEP
3546
Southland Equity Partners
Missouri
$5.62M +$387K +758 +8%
BWA
3547
Beam Wealth Advisors
Louisiana
$5.61M +$119K +233 +2%
DIP
3548
Davis Investment Partners
North Carolina
$5.61M -$30.6K -60 -0.6%
MCM
3549
Mendel Capital Management
Arkansas
$5.61M +$58.2K +114 +1%
HWM
3550
Horizon Wealth Management
Illinois
$5.6M -$35.7K -70 -0.6%
140 141
142
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