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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
4426
BBR Partners
New York
$1.58M -$283K -1,544 -15%
NLWP
4427
Next Level Wealth Planning
Idaho
$1.57M -$4.4K -24 -0.3%
NIA
4428
NIA Impact Advisors
California
$1.57M -$2.79M -15,223 -63%
CSIA
4429
Conrad Siegel Investment Advisors
Pennsylvania
$1.57M +$24.2K +132 +1%
MW
4430
Mueller Wealth
Wisconsin
$1.57M – – –
NF
4431
Napier Financial
Massachusetts
$1.57M +$1.65M +8,987 New
CS
4432
Crescent Sterling
Louisiana
$1.57M +$120K +654 +8%
MFG
4433
Mosaic Financial Group
Illinois
$1.56M +$20.7K +113 +1%
BCM
4434
Brookmont Capital Management
Texas
$1.56M -$38.9K -212 -2%
SCP
4435
Silverleafe Capital Partners
Tennessee
$1.56M +$1.21M +6,601 +283%
GSC
4436
Ground Swell Capital
South Carolina
$1.56M +$1.64M +8,922 New
AM
4437
Atwater Malick
Pennsylvania
$1.55M -$76.3K -416 -4%
UFA
4438
Unify Financial Advisors
Florida
$1.55M +$11.6K +63 +0.7%
VAMG
4439
Voisard Asset Management Group
Michigan
$1.55M +$217K +1,183 +15%
ST
4440
Somerset Trust
Pennsylvania
$1.55M +$22.6K +123 +1%
TDC
4441
Thompson Davis & Co
Virginia
$1.55M -$107K -582 -6%
ODFS
4442
O'Donnell Financial Services
California
$1.55M +$921K +5,018 +130%
HTWM
4443
Hartmann Taylor Wealth Management
Texas
$1.55M +$917 +5 +0.1%
DC
4444
Diametric Capital
Massachusetts
$1.55M +$97.1K +529 +6%
WCL
4445
Wealth Care LLC
Florida
$1.55M +$1.63M +8,861 New
SC
4446
Schubert & Co
Texas
$1.54M -$74.7K -407 -4%
POIA
4447
Pin Oak Investment Advisors
Texas
$1.54M +$23.7K +129 +1%
FTEA
4448
Forty-three Eighteen Advisors
Arkansas
$1.54M -$2.67M -14,539 -62%
MFG
4449
Mustico Financial Group
New York
$1.54M +$309K +1,684 +29%
SWM
4450
Sherman Wealth Management
Maryland
$1.54M +$10.8K +59 +0.7%
176 177
178
179 180