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Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
3676
iSAM Funds (UK)
United Kingdom
$2.64M +$2.47M +14,148 New
IAG
3677
Investment Advisory Group
Massachusetts
$2.64M -$4.01K -23 -0.2%
RHP
3678
Royal Harbor Partners
Texas
$2.63M -$36.6K -210 -1%
BIA
3679
Bell Investment Advisors
California
$2.63M -$17.3K -99 -0.7%
SC
3680
Solstein Capital
California
$2.63M – – –
BFPW
3681
BOK Financial Private Wealth
Colorado
$2.62M +$461K +2,646 +23%
EIP
3682
Ellis Investment Partners
Pennsylvania
$2.62M +$858K +4,921 +54%
FAM
3683
Flaharty Asset Management
Florida
$2.61M +$35.9K +206 +1%
PCC
3684
Park Circle Company
Maryland
$2.61M – – –
BWS
3685
Broadway Wealth Solutions
Texas
$2.61M -$115K -658 -4%
FA
3686
Forefront Analytics
Pennsylvania
$2.61M -$153K -877 -6%
CMBA
3687
C.M. Bidwell & Associates
Hawaii
$2.61M -$92.4K -530 -4%
SO
3688
Sierra Ocean
California
$2.6M -$110K -631 -4%
IG
3689
IFS Group
Pennsylvania
$2.6M +$2.42M +13,901 New
BHB
3690
Bank Hapoalim BM
Israel
$2.6M -$69.7K -400 -3%
WDA
3691
Wendell David Associates
New Hampshire
$2.59M -$76.7K -440 -3%
SA
3692
Sunesis Advisors
Kansas
$2.58M +$2.41M +13,845 New
HAFG
3693
Hansen & Associates Financial Group
California
$2.58M +$856K +4,913 +58%
TCMP
3694
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.58M +$324K +1,858 +16%
PW
3695
PUREfi Wealth
Massachusetts
$2.57M +$371K +2,130 +18%
CG
3696
Cynosure Group
Utah
$2.57M -$540K -3,097 -18%
EA
3697
Emerald Advisors
Washington
$2.56M -$92K -528 -4%
MCM
3698
M1 Capital Management
Michigan
$2.56M +$453K +2,600 +23%
BHBT
3699
Burke & Herbert Bank & Trust
Virginia
$2.56M +$72.3K +415 +3%
SFWA
3700
Summit Financial Wealth Advisors
Louisiana
$2.56M +$657K +3,769 +38%
146 147
148
149 150