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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3651
DecisionPoint Financial
Arizona
$1.49M +$1.49M +6,223 New
KW
3652
KWB Wealth
California
$1.49M -$1.32M -5,519 -47%
HCP
3653
Hexagon Capital Partners
Arkansas
$1.49M +$18.2K +76 +1%
VPP
3654
Vertex Planning Partners
Illinois
$1.49M +$1.49M +6,215 New
NWA
3655
New World Advisors
Massachusetts
$1.49M -$198K -825 -12%
ONSWM
3656
Old North State Wealth Management
North Carolina
$1.49M -$6.48K -27 -0.4%
NCMW
3657
Northern Capital Management (Washington)
Washington
$1.49M +$338K +1,408 +29%
LFA
3658
LGT Financial Advisors
Texas
$1.49M +$1.49M +6,201 New
PFA
3659
Pathway Financial Advisors
Vermont
$1.49M -$511K -2,130 -26%
GIM
3660
Guild Investment Management
California
$1.49M -$52.8K -220 -3%
TFA
3661
Triad Financial Advisors
North Carolina
$1.49M -$230K -958 -13%
FW
3662
FirstPurpose Wealth
Utah
$1.48M +$86.9K +362 +6%
RCM
3663
Rain Capital Management
Oregon
$1.48M +$1.49M +6,189 New
WOSD
3664
WFA of San Diego
California
$1.48M -$13.9K -58 -0.9%
KDA
3665
Kraft Davis & Associates
Missouri
$1.48M +$1.32M +5,483 New
CDIA
3666
Capital Directions Investment Advisors
Georgia
$1.48M +$1.48M +6,163 New
RW
3667
Reframe Wealth
Virginia
$1.48M +$1.48M +6,163 New
SWM
3668
Seed Wealth Management
Illinois
$1.48M +$1.48M +6,162 New
G
3669
GenTrust
Florida
$1.47M -$546K -2,276 -27%
PWA
3670
Primoris Wealth Advisors
Florida
$1.47M -$24K -100 -2%
CBNLCF
3671
Cognios Beta Neutral Large Cap Fund
Kansas
$1.46M +$1.47M +6,107 New
IFS
3672
Intelligent Financial Strategies
Minnesota
$1.46M +$139K +579 +11%
HS
3673
Horan Securities
United States
$1.46M +$12.2K +51 +0.8%
EA
3674
Echo45 Advisors
California
$1.46M +$33.4K +139 +2%
BFM
3675
Boothbay Fund Management
New York
$1.46M -$1.39M -5,812 -49%
145 146
147
148 149