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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1026
Global Retirement Partners
California
$1.8M +$43.9K +375 +2%
MPPLM
1027
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.79M +$22.1K +189 +1%
EGM
1028
Engineers Gate Manager
New York
$1.79M +$1.6M +13,672 +534%
ABP
1029
Arthur B. Page
$1.79M -$74.3K -635 -4%
KF
1030
Krilogy Financial
Missouri
$1.79M +$52.6K +450 +3%
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$1.78M -$2.1K -18 -0.1%
NPP
1032
New Potomac Partners
Maryland
$1.77M -$117 -1 -0%
LSAG
1033
Lake Street Advisors Group
New Hampshire
$1.77M -$101K -862 -5%
FMAEN1
1034
Fund Management at Engine No 1
California
$1.77M +$109K +931 +6%
V
1035
VeraBank
Texas
$1.77M – – –
PFS
1036
Physicians Financial Services
North Carolina
$1.76M +$23.4K +200 +1%
PRS
1037
Pinkerton Retirement Specialists
Idaho
$1.76M -$936 -8 -0.1%
LT
1038
Lindsell Train
United Kingdom
$1.75M +$234K +2,000 +14%
RWA
1039
River Wealth Advisors
Pennsylvania
$1.75M -$433K -3,701 -19%
WWM
1040
Western Wealth Management
Colorado
$1.75M +$94.3K +806 +5%
DGAM
1041
Desjardins Global Asset Management
Quebec, Canada
$1.74M +$99.6K +852 +6%
GCS
1042
Gordian Capital (Singapore)
Singapore
$1.74M – – –
MLL
1043
Moody Lynn & Lieberson
Massachusetts
$1.74M -$34.5K -295 -2%
VLC
1044
Van Leeuwen & Company
New Jersey
$1.74M -$72.6K -621 -4%
BCM
1045
Birch Capital Management
Texas
$1.74M – – –
VCP
1046
Vista Capital Partners
Oregon
$1.73M -$62.3K -533 -3%
RMC
1047
Resources Management Corp
Connecticut
$1.72M -$713K -6,100 -28%
IF
1048
Intrua Financial
Texas
$1.72M +$109K +931 +6%
WANY
1049
Wealthspire Advisors (New York)
New York
$1.71M +$69.7K +596 +4%
WCA
1050
Waratah Capital Advisors
Ontario, Canada
$1.71M -$8.77K -75 -0.5%
40 41
42
43 44