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Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
3826
Independent Family Office
New York
$1.32M +$454K +1,400 +55%
OFS
3827
OneAscent Financial Services
Alabama
$1.32M +$1.28M +3,935 New
PFM
3828
Peak Financial Management
Massachusetts
$1.32M +$175K +540 +16%
SFM
3829
Systematic Financial Management
New Jersey
$1.32M – – –
RFG
3830
Range Financial Group
Oregon
$1.32M -$349K -1,075 -22%
GWM
3831
Greenhouse Wealth Management
Connecticut
$1.31M +$1.95K +6 +0.2%
NCG
3832
Newport Capital Group
New Jersey
$1.31M – – –
CWM
3833
Concentrum Wealth Management
California
$1.31M +$220K +678 +21%
CSIA
3834
Conrad Siegel Investment Advisors
Pennsylvania
$1.31M +$1.51M +4,648 New
CIG
3835
Cairn Investment Group
Washington
$1.31M +$154K +476 +14%
SPAS
3836
Spectrum Planning & Advisory Services
California
$1.31M -$29.8K -92 -2%
MWA
3837
Monograph Wealth Advisors
California
$1.3M +$1.26M +3,871 New
CCA
3838
Conestoga Capital Advisors
Pennsylvania
$1.3M +$11.3K +35 +0.9%
RC
3839
Rovin Capital
Arizona
$1.3M +$557K +1,719 +80%
SPI
3840
Santori & Peters Inc
Pennsylvania
$1.3M -$2.92K -9 -0.2%
IMA
3841
Investment Management Associates
Colorado
$1.3M +$32.4K +100 +3%
CS
3842
Capital Square
Tennessee
$1.29M +$10.7K +33 +0.8%
CP
3843
CenterBook Partners
Connecticut
$1.29M +$1.24M +3,829 New
ACA
3844
Ackerman Capital Advisors
Texas
$1.29M -$28.2K -87 -2%
WAM
3845
Wolverine Asset Management
Illinois
$1.28M -$9.21M -28,400 -88%
CIAS
3846
CFS Investment Advisory Services
New Jersey
$1.27M +$20.7K +64 +2%
WAM
3847
Winslow Asset Management
Ohio
$1.27M – – –
BFA
3848
BMS Financial Advisors
South Dakota
$1.27M +$1.22M +3,767 New
PAM
3849
Premier Asset Management
Illinois
$1.27M -$749K -2,309 -38%
CHJWM
3850
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M +$9.73K +30 +0.7%
152 153
154
155 156