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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1701
Kowal Investment Group
Wisconsin
$599K +$33.1K +530 +6%
PWP
1702
Private Wealth Partners
California
$595K +$7.5K +120 +1%
CAM
1703
Cozad Asset Management
Illinois
$593K +$124K +1,980 +29%
CWA
1704
Clarity Wealth Advisors
California
$592K +$26.9K +430 +5%
BFA
1705
Bragg Financial Advisors
North Carolina
$589K +$18.1K +290 +3%
CFO
1706
CVA Family Office
Colorado
$588K +$13.7K +220 +3%
DP
1707
Dearborn Partners
Illinois
$588K +$192K +3,080 +55%
JWM
1708
Janiczek Wealth Management
Colorado
$586K +$69.3K +1,110 +15%
SI
1709
Stonekeep Investments
New Mexico
$585K +$541K +8,670 New
SFP
1710
Sweet Financial Partners
Minnesota
$585K – – –
AIM
1711
Avity Investment Management
Connecticut
$582K -$5.62K -90 -1%
HCA
1712
Harbour Capital Advisors
Virginia
$582K +$278K +4,450 +106%
HFS
1713
Howard Financial Services
Texas
$582K – – –
WAAG
1714
Wealth Alliance Advisory Group
Kansas
$581K -$625 -10 -0.1%
EHC
1715
Everett Harris & Co
California
$580K – – –
RS
1716
Rakuten Securities
Japan
$578K +$60.6K +970 +13%
GAA
1717
Guardian Asset Advisors
Pennsylvania
$578K – – –
PFG
1718
PAX Financial Group
Texas
$578K +$229K +3,660 +75%
AF
1719
Advisornet Financial
Minnesota
$576K +$13.1K +210 +3%
MFG
1720
Menard Financial Group
Texas
$576K -$625 -10 -0.1%
TAIM
1721
Te Ahumairangi Investment Management
New Zealand
$574K +$531K +8,500 New
RFM
1722
Royal Fund Management
Florida
$574K +$531K +8,500 New
AI
1723
Accredited Investors
Minnesota
$573K – – –
LSIA
1724
LaSalle St. Investment Advisors
Illinois
$571K -$162K -2,590 -23%
ASG
1725
Ariston Services Group
California
$570K – – –
67 68
69
70 71