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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1426
CAAS Capital Management
New York
$546K +$580K +9,070 New
DA
1427
Doliver Advisors
Texas
$542K -$1.59M -24,930 -65%
NCM
1428
Neumann Capital Management
California
$542K – – –
SAM
1429
Silvercrest Asset Management
New York
$540K – – –
LC
1430
Lindbrook Capital
California
$539K +$17.3K +270 +3%
RPCONE
1431
Retirement Planning Company of New England
Rhode Island
$538K +$571K +8,940 New
SFS
1432
Stiles Financial Services
Minnesota
$537K +$569K +8,910 New
AP
1433
Adero Partners
California
$536K -$96.5K -1,510 -15%
BFS
1434
Bard Financial Services
Connecticut
$536K – – –
AIA
1435
Angeles Investment Advisors
California
$536K +$71.6K +1,120 +14%
LFA
1436
Legacy Financial Advisors
Kentucky
$536K +$74.8K +1,170 +15%
UAS
1437
United Asset Strategies
New York
$535K -$6.39K -100 -1%
RFA
1438
Reilly Financial Advisors
California
$532K +$14.1K +220 +3%
CP
1439
CenterBook Partners
Connecticut
$532K +$564K +8,830 New
SBL
1440
Sargent Bickham Lagudis
Colorado
$531K +$4.47K +70 +0.8%
BPCE
1441
Bank Pictet & Cie (Europe)
Germany
$530K -$105K -1,650 -16%
TFGT
1442
TS Financial Group (TSFG)
Illinois
$530K -$6.39K -100 -1%
RWP
1443
RWA Wealth Partners
Massachusetts
$530K +$5.11K +80 +0.9%
AAS
1444
Annex Advisory Services
Wisconsin
$530K +$174K +2,730 +45%
OPWM
1445
Oxinas Partners Wealth Management
Indiana
$529K +$2.56K +40 +0.5%
TW
1446
Transform Wealth
Colorado
$527K – – –
JF
1447
JSF Financial
California
$527K +$125K +1,960 +29%
IA
1448
IFG Advisors
Missouri
$524K – – –
RWA
1449
Redhawk Wealth Advisors
Minnesota
$524K +$36.4K +570 +7%
LA
1450
LVW Advisors
New York
$523K -$16.6K -260 -3%
56 57
58
59 60