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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2576
JGP Wealth Management
Oregon
$6.48M +$156K +1,243 +3%
IWP
2577
Invenio Wealth Partners
Florida
$6.48M -$205K -1,628 -4%
MCWA
2578
Meadow Creek Wealth Advisors
Georgia
$6.47M +$216K +1,717 +4%
FA
2579
Fiducient Advisors
Illinois
$6.47M +$190K +1,512 +4%
BG
2580
Bahl & Gaynor
Ohio
$6.47M -$382K -3,032 -7%
EGA
2581
E&G Advisors
Texas
$6.46M -$5.03K -40 -0.1%
AWM
2582
Ameliora Wealth Management
Switzerland
$6.44M +$6.29K +50 +0.1%
KHCM
2583
Kirtland Hills Capital Management
Ohio
$6.42M +$410K +3,255 +9%
TAI
2584
Terra Alpha Investments
District of Columbia
$6.42M -$45.9K -365 -0.9%
LF
2585
Lantz Financial
Illinois
$6.42M +$363K +2,886 +8%
KCFA
2586
Key Client Fiduciary Advisors
New Jersey
$6.41M +$242K +1,922 +5%
CCG
2587
Cloverfields Capital Group
Minnesota
$6.41M +$36.6K +291 +0.7%
NFP
2588
Narus Financial Partners
Utah
$6.4M +$290K +2,306 +6%
AA
2589
Auxano Advisors
Washington
$6.4M +$76.3K +606 +2%
FPGK
2590
Financial Partners Group (Kansas)
Kansas
$6.38M -$288K -2,289 -5%
LCWP
2591
Legacy Capital Wealth Partners
Arkansas
$6.38M -$209K -1,659 -4%
EB
2592
Emprise Bank
Kansas
$6.37M – – –
WIM
2593
Westside Investment Management
California
$6.37M +$735K +5,843 +17%
VC
2594
Vicus Capital
Pennsylvania
$6.35M -$385K -3,061 -7%
GF
2595
Gries Financial
Ohio
$6.35M +$1.05M +8,321 +26%
MLA
2596
My Legacy Advisors
Oregon
$6.35M +$276K +2,190 +6%
GAAM
2597
Grand Alliance Asset Management
Hong Kong
$6.35M -$8.03M -63,800 -61%
IWS
2598
Integrity Wealth Solutions
Colorado
$6.35M +$5.16K +41 +0.1%
SCM
2599
Stonebridge Capital Management
California
$6.34M +$34.6K +275 +0.7%
PA
2600
Prossimo Advisors
California
$6.33M +$30.8K +245 +0.6%
102 103
104
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