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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2501
Perissos Private Wealth Management
Oklahoma
$1.11M -$30.7K -41 -4%
CP
2502
Creekside Partners
California
$1.1M – – –
TWD
2503
True Wealth Design
Ohio
$1.1M +$45.7K +61 +7%
WSA
2504
Wealth Science Advisors
Georgia
$1.1M -$794K -1,059 -53%
RCS
2505
R2 Capital Strategies
Nebraska
$1.1M +$716K +955 New
RFA
2506
ROI Financial Advisors
Oregon
$1.1M +$218K +291 +44%
LGW
2507
Leslie Global Wealth
Illinois
$1.1M +$1.5K +2 +0.2%
PCIG
2508
Partners Capital Investment Group
Massachusetts
$1.1M +$712K +950 New
BMWS
2509
Brady Martz Wealth Solutions
North Dakota
$1.1M -$51K -68 -7%
AP
2510
Advisortrust Partners
North Carolina
$1.09M -$30.7K -41 -4%
1SB
2511
1ST Source Bank
Indiana
$1.09M -$20.2K -27 -3%
CWA
2512
CogentBlue Wealth Advisors
Tennessee
$1.09M +$118K +157 +20%
SFG
2513
SevenBridge Financial Group
Pennsylvania
$1.09M -$52.5K -70 -5%
PPW
2514
Pasadena Private Wealth
California
$1.09M -$688K -918 -49%
FFO
2515
Fiduciary Family Office
Florida
$1.09M +$707K +943 New
SC
2516
Sepio Capital
Utah
$1.09M +$707K +943 New
CAI
2517
Capital Advisors Inc
Oklahoma
$1.09M -$68.2K -91 -9%
AA
2518
Argent Advisors
Louisiana
$1.09M -$2.25K -3 -0.3%
LGG
2519
Luts & Greenleigh Group
Maryland
$1.08M +$102K +136 +17%
HWM
2520
Horizon Wealth Management
Illinois
$1.08M -$81K -108 -10%
SCM
2521
SCS Capital Management
Massachusetts
$1.08M +$30K +40 +4%
LIA
2522
LS Investment Advisors
Michigan
$1.08M +$700K +934 New
PA
2523
Planning Alternatives
Michigan
$1.07M +$180K +240 +35%
GG
2524
Greenwood Gearhart
Arkansas
$1.07M +$697K +930 New
AFA
2525
American Financial Advisors
Georgia
$1.07M – – –
99 100
101
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