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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
4251
Garrison Asset Management
Arkansas
$940K +$35.1K +112 +4%
MCIA
4252
Mountain Capital Investment Advisors
Colorado
$939K +$134K +429 +19%
BF
4253
Brogan Financial
Tennessee
$935K – – –
SF
4254
Safeguard Financial
Wisconsin
$932K -$64.6K -206 -7%
HIGP
4255
Hill Investment Group Partners
Missouri
$928K +$114K +365 +15%
WF
4256
Warner Financial
Maryland
$924K +$19.1K +61 +2%
BBP
4257
Banco BTG Pactual
Brazil
$922K +$848K +2,707 New
SI
4258
Shaker Investments
Ohio
$920K – – –
NRA
4259
NSI Retail Advisors
Pennsylvania
$920K -$62.7K -200 -7%
VEA
4260
Virtus ETF Advisers
New York
$920K +$847K +2,701 New
SC
4261
Saiph Capital
New Jersey
$919K -$91.5K -292 -10%
IIA
4262
Integral Investment Advisors
California
$918K -$6.27K -20 -0.7%
TFP
4263
TrueWealth Financial Partners
Washington
$915K +$388K +1,238 +85%
SC
4264
Soundwatch Capital
Connecticut
$914K – – –
IPW
4265
Impact Partnership Wealth
Georgia
$913K +$840K +2,681 New
WH
4266
Whitcomb & Hess
Ohio
$910K +$940 +3 +0.1%
TLA
4267
Tanglewood Legacy Advisors
Texas
$910K -$4.39K -14 -0.5%
MLRA
4268
Main Line Retirement Advisors
Montana
$909K +$836K +2,668 New
CIAS
4269
CBIZ Investment Advisory Services
Ohio
$908K -$15.7K -50 -2%
SWAG
4270
Spectrum Wealth Advisory Group
California
$908K -$23.2K -74 -3%
WFA
4271
Websterrogers Financial Advisors
South Carolina
$908K -$62.7K -200 -7%
TIM
4272
Total Investment Management
Arizona
$907K +$47.6K +152 +6%
MFC
4273
Morris Financial Concepts
South Carolina
$906K -$11K -35 -1%
SWP
4274
ShoreHaven Wealth Partners
New Jersey
$906K +$1.25K +4 +0.2%
SM
4275
Sciencast Management
New Jersey
$904K +$834K +2,661 New
169 170
171
172 173