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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1301
Court Place Advisors
Maryland
$1.07M +$107 +1 +0%
IBOK
1302
Independence Bank of Kentucky
Kentucky
$1.07M +$63.2K +588 +6%
LFAS
1303
Level Four Advisory Services
Texas
$1.07M +$3.33K +31 +0.3%
GL
1304
Graypoint LLC
New York
$1.06M +$380K +3,537 +57%
CC
1305
Chicago Capital
Illinois
$1.05M – – –
IC
1306
Inscription Capital
Texas
$1.05M +$115K +1,071 +12%
CCA
1307
Cobblestone Capital Advisors
New York
$1.05M – – –
SGI
1308
Summit Global Investments
Utah
$1.04M -$3.1M -28,826 -75%
PIM
1309
Profit Investment Management
Maryland
$1.04M +$9.35K +87 +0.9%
ECG
1310
Edge Capital Group
Georgia
$1.04M +$31.1K +289 +3%
CAS
1311
Coppell Advisory Solutions
Texas
$1.04M +$783K +7,285 +313%
ITIM
1312
Indiana Trust & Investment Management
Indiana
$1.04M -$113K -1,055 -10%
PRWA
1313
Platte River Wealth Advisors
Colorado
$1.04M -$3.87K -36 -0.4%
SS
1314
Sunbelt Securities
Texas
$1.04M +$30K +279 +3%
PA
1315
Perennial Advisors
New York
$1.04M +$1.03M +9,588 New
MC
1316
Matisse Capital
Oregon
$1.04M +$205K +1,906 +25%
PWPS
1317
Pinnacle Wealth Planning Services
Ohio
$1.04M +$295K +2,749 +40%
BCM
1318
BlueCrest Capital Management
Jersey
$1.04M -$457K -4,249 -31%
GLR
1319
Great Lakes Retirement
Ohio
$1.04M +$9.24K +86 +0.9%
PPWM
1320
Paragon Private Wealth Management
Kentucky
$1.03M -$172K -1,605 -14%
QI
1321
Qtron Investments
Massachusetts
$1.03M +$173K +1,610 +21%
SB
1322
Strategic Blueprint
Georgia
$1.03M +$91.8K +854 +10%
FRM
1323
Fox Run Management
Connecticut
$1.03M +$452K +4,209 +80%
GAG
1324
GM Advisory Group
New York
$1.02M -$50.9K -474 -5%
AFG
1325
Allegheny Financial Group
Pennsylvania
$1.02M +$16.1K +150 +2%
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