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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3701
Waterfront Wealth
Kansas
$1.66M +$500K +1,541 +45%
TWM
3702
TriaGen Wealth Management
California
$1.66M – – –
CAG
3703
Curtis Advisory Group
California
$1.65M – – –
BFG
3704
Barber Financial Group
Kansas
$1.64M +$47.3K +146 +3%
EL
3705
Essex LLC
Illinois
$1.63M +$152K +468 +11%
BC
3706
Blackcrane Capital
Washington
$1.62M – – –
SCP
3707
Silverleafe Capital Partners
Tennessee
$1.62M +$1.11M +3,437 +247%
VIM
3708
VELA Investment Management
Ohio
$1.62M +$1.56M +4,821 New
ACM
3709
Advance Capital Management
Michigan
$1.62M +$1.56M +4,817 New
EAM
3710
Empirical Asset Management
Massachusetts
$1.62M +$1.56M +4,812 New
ACH
3711
ArrowMark Colorado Holdings
Colorado
$1.62M – – –
MAM
3712
Marotta Asset Management
Virginia
$1.62M +$173K +533 +12%
FWM
3713
Fingerlakes Wealth Management
New York
$1.61M +$1.55M +4,790 New
FWI
3714
Facet Wealth Inc
Maryland
$1.61M +$1.14M +3,524 +277%
UCB
3715
United Community Bank
South Carolina
$1.61M +$1.55M +4,794 New
EE
3716
EWG Elevate
California
$1.61M +$106K +326 +7%
NPPM
3717
North Point Portfolio Managers
Ohio
$1.61M -$44.7K -138 -3%
UWPG
3718
Ullmann Wealth Partners Group
Florida
$1.61M +$38.6K +119 +3%
CAP
3719
Columbia Advisory Partners
Washington
$1.6M +$1.55M +4,768 New
AFS
3720
Axiom Financial Strategies
Indiana
$1.6M -$11.3K -35 -0.7%
RWM
3721
Reston Wealth Management
Virginia
$1.6M +$3.89K +12 +0.3%
GA
3722
Greenspring Advisors
Maryland
$1.6M +$1.54M +4,744 New
HPCM
3723
High Pointe Capital Management
Illinois
$1.59M -$444K -1,370 -22%
XSC
3724
X-Square Capital
Puerto Rico
$1.59M -$324 -1 -0%
POIA
3725
Pin Oak Investment Advisors
Texas
$1.59M +$66.1K +204 +5%
147 148
149
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