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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
4051
1620 Investment Advisors
Massachusetts
$2.32M +$74.1K +183 +3%
CC
4052
Copperleaf Capital
North Carolina
$2.32M -$396K -977 -15%
GFG
4053
Goldstone Financial Group
Illinois
$2.32M +$15K +37 +0.7%
CPP
4054
Capasso Planning Partners
South Carolina
$2.31M +$20.6K +51 +0.9%
LGA
4055
Lebenthal Global Advisors
New York
$2.31M +$90.3K +223 +4%
KGC
4056
Kennon-Green & Company
Ohio
$2.31M -$45.3K -112 -2%
GSAM
4057
Grant Street Asset Management
Pennsylvania
$2.31M +$810 +2 +0%
PP
4058
PrairieView Partners
Minnesota
$2.31M +$64K +158 +3%
SFS
4059
Security Financial Services
Indiana
$2.3M +$51.8K +128 +2%
LFGO
4060
Legacy Financial Group (Oklahoma)
Oklahoma
$2.3M +$287K +710 +15%
RWMH
4061
Riverpoint Wealth Management Holdings
Illinois
$2.3M -$6.48K -16 -0.3%
VAF
4062
Values Added Financial
District of Columbia
$2.3M -$95.1K -235 -4%
LFASL
4063
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M -$41.7K -103 -2%
SM
4064
Samjo Management
New York
$2.29M -$314K -775 -12%
FA
4065
Fountainhead AM
New Jersey
$2.28M -$25.5K -63 -1%
HFP
4066
Holistic Financial Partners
Indiana
$2.28M +$166K +409 +8%
ACA
4067
Ascension Capital Advisors
Texas
$2.28M -$15.8K -39 -0.7%
OWM
4068
Orgel Wealth Management
Wisconsin
$2.28M -$521K -1,286 -19%
AWC
4069
Adamsbrown Wealth Consultants
Kansas
$2.28M -$6.48K -16 -0.3%
T
4070
TCWP
Ohio
$2.28M +$28.3K +70 +1%
BCM
4071
BluePointe Capital Management
California
$2.28M +$36.4K +90 +2%
SM
4072
Selkirk Management
New Jersey
$2.27M – – –
WLPWM
4073
Walled Lake Planning & Wealth Management
Illinois
$2.27M -$23.1K -57 -1%
SL
4074
Sentinus LLC
Illinois
$2.26M +$2.18M +5,384 New
EWS
4075
Eagle Wealth Strategies
New Jersey
$2.26M -$21.1K -52 -1%
161 162
163
164 165