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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1851
Resurgent Financial Advisors
Georgia
$1.3M -$19.5K -160 -1%
FWA
1852
FSM Wealth Advisors
Ohio
$1.3M +$226K +1,850 +21%
TTIC
1853
Tower Trust & Investment Company
Iowa
$1.3M +$591K +4,840 +81%
RPSA
1854
Richard P. Slaughter Associates
Texas
$1.3M -$166K -1,360 -11%
RWP
1855
Revolve Wealth Partners
New Jersey
$1.3M -$7.32K -60 -0.6%
MWM
1856
Mindset Wealth Management
Indiana
$1.29M +$323K +2,650 +33%
CSA
1857
Cottage Street Advisors
Massachusetts
$1.29M +$1.04M +8,530 +379%
ALAM
1858
Asahi Life Asset Management
Japan
$1.29M +$599K +4,910 +84%
PPH
1859
Pure Portfolios Holdings
Oregon
$1.29M -$4.88K -40 -0.4%
CJ
1860
Caitlin John
Michigan
$1.28M +$25.6K +210 +2%
LSIA
1861
LaSalle St. Investment Advisors
Illinois
$1.28M -$8.54K -70 -0.6%
UAG
1862
United Advisor Group
Ohio
$1.28M +$151K +1,240 +13%
NCM
1863
Neumann Capital Management
California
$1.28M – – –
WLG
1864
Williamson Legacy Group
Indiana
$1.28M +$78.1K +640 +6%
BMWS
1865
Brady Martz Wealth Solutions
North Dakota
$1.28M +$8.54K +70 +0.7%
BIM
1866
Bridges Investment Management
Nebraska
$1.28M +$1.06M +8,700 +448%
CCM
1867
Cohen Capital Management
California
$1.27M – – –
ELI
1868
Empire Life Investments
Ontario, Canada
$1.27M -$576K -4,720 -31%
NAAA
1869
New Age Alpha Advisors
New York
$1.25M – – –
CFO
1870
CVA Family Office
Colorado
$1.25M +$12.2K +100 +1%
MP
1871
McDonald Partners
Ohio
$1.25M – – –
SHFP
1872
Second Half Financial Partners
Florida
$1.24M +$92.8K +760 +8%
FFA
1873
First Foundation Advisors
California
$1.24M +$222K +1,820 +21%
CM
1874
Cercano Management
Washington
$1.24M – – –
OWP
1875
ORG Wealth Partners
Texas
$1.24M -$217K -1,780 -15%
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