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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3901
Blackston Financial Advisory Group
Florida
$2.8M -$145K -359 -5%
DA
3902
Detalus Advisors
Missouri
$2.8M +$15.4K +38 +0.6%
OA
3903
Operose Advisors
Wisconsin
$2.8M +$339K +837 +14%
OQS
3904
Occudo Quantitative Strategies
Florida
$2.8M +$2.06M +5,079 +321%
AWM
3905
AllSquare Wealth Management
New York
$2.8M – – –
AFG
3906
Altiora Financial Group
Ohio
$2.8M +$3.24K +8 +0.1%
SSCM
3907
Spectrum Strategic Capital Management
Oregon
$2.8M +$1.43M +3,534 +113%
RA
3908
Riversedge Advisors
Delaware
$2.8M +$213K +526 +9%
SHJ
3909
Sharkey, Howes & Javer
Colorado
$2.8M +$19.8K +49 +0.7%
FWA
3910
FOCUS Wealth Advisors
Texas
$2.79M -$25.9K -64 -1%
AL
3911
ADE LLC
Maryland
$2.79M +$13K +32 +0.5%
CP
3912
Coho Partners
Pennsylvania
$2.78M +$70.4K +174 +3%
T
3913
TOBAM
France
$2.78M -$19.8K -49 -0.7%
MDSL
3914
M.D. Sass LLC
New York
$2.78M -$711K -1,757 -21%
TA
3915
Tactive Advisors
Florida
$2.77M +$1.71M +4,222 +178%
NIA
3916
NIA Impact Advisors
California
$2.77M +$2.67M +6,596 New
EIA
3917
Eldridge Investment Advisors
New Hampshire
$2.77M +$72.5K +179 +3%
RIS
3918
Retirement Income Solutions
Michigan
$2.76M -$3.64K -9 -0.1%
RA
3919
Ruggaard & Associates
Ohio
$2.76M -$52.2K -129 -2%
NA
3920
Nottingham Advisors
New York
$2.76M +$328K +810 +14%
TCM
3921
Triumph Capital Management
Colorado
$2.75M -$302K -745 -10%
NCM
3922
Neumann Capital Management
California
$2.75M -$104K -258 -4%
LSA
3923
Lion Street Advisors
Texas
$2.74M – – –
CAM
3924
Creekmur Asset Management
Illinois
$2.74M +$72.9K +180 +3%
BPFA
3925
Barnes Pettey Financial Advisors
Mississippi
$2.74M -$292K -722 -10%
155 156
157
158 159