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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2501
Redwood Investment Management
Arizona
$9.3M +$490K +2,633 +6%
WKSWA
2502
White Knight Strategic Wealth Advisors
New Jersey
$9.3M +$101K +542 +1%
AL
2503
Aspiriant LLC
California
$9.3M +$4.71M +25,314 +103%
LF
2504
LifeSteps Financial
California
$9.29M -$67.9K -365 -0.7%
DFG
2505
Demars Financial Group
Washington
$9.29M -$24.4K -131 -0.3%
SN
2506
Sittner & Nelson
Oregon
$9.28M +$122K +657 +1%
PNFS
2507
PW Nova Financial Services
Pennsylvania
$9.28M +$9.14M +49,123 New
CIM
2508
Cambria Investment Management
California
$9.26M -$1.15M -6,203 -11%
OWP
2509
ORG Wealth Partners
Texas
$9.26M -$933K -5,011 -9%
NIM
2510
Niles Investment Management
Florida
$9.25M +$9.23M +49,612 New
HCM
2511
HMS Capital Management
Tennessee
$9.25M -$176K -944 -2%
AIC
2512
Ayalon Insurance Company
Israel
$9.25M – – –
ALA
2513
Atlas Legacy Advisors
California
$9.23M +$291K +1,564 +3%
GAMC
2514
Garner Asset Management Corp
Texas
$9.23M -$115K -617 -1%
HFF
2515
Halter Ferguson Financial
Indiana
$9.23M +$262K +1,407 +3%
WMA
2516
Wealth Management Associates
New Jersey
$9.23M -$171K -920 -2%
QFW
2517
QTR Family Wealth
Florida
$9.22M -$251K -1,347 -3%
HZ
2518
Hixon Zuercher
Ohio
$9.21M -$365K -1,963 -4%
SIM
2519
Seaview Investment Managers
Florida
$9.2M +$138K +743 +2%
ONST
2520
Old North State Trust
North Carolina
$9.2M +$401K +2,155 +5%
ERWM
2521
Elk River Wealth Management
Colorado
$9.19M -$226K -1,216 -2%
RAM
2522
Ramirez Asset Management
New York
$9.19M – – –
MAM
2523
McLean Asset Management
Virginia
$9.19M +$399K +2,145 +4%
BWM
2524
Bosman Wealth Management
California
$9.18M -$25.3K -136 -0.3%
TAIM
2525
Te Ahumairangi Investment Management
New Zealand
$9.18M +$1.82M +9,758 +25%
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