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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1201
Dynamic Advisor Solutions
Arizona
$946K +$5.32K +62 +0.6%
LFP
1202
Leeward Financial Partners
Washington
$944K +$49.3K +575 +6%
PP
1203
Patron Partners
Texas
$938K -$5.23K -61 -0.6%
KHCM
1204
Kirtland Hills Capital Management
Ohio
$937K -$192K -2,234 -19%
MIA
1205
MeadowBrook Investment Advisors
Michigan
$935K -$22.2K -259 -3%
CT
1206
Chicago Trust
Illinois
$935K +$20.2K +235 +3%
SA
1207
Skyline Advisors
Washington
$931K -$81K -944 -9%
MW
1208
Marcum Wealth
Ohio
$930K +$2.4K +28 +0.3%
CC
1209
Copperleaf Capital
North Carolina
$929K -$13.1K -153 -2%
KMWM
1210
Keudell/Morrison Wealth Management
Oregon
$926K +$5.23K +61 +0.6%
EW
1211
Evoke Wealth
California
$923K +$812K +9,465 New
SIS
1212
Sound Income Strategies
Florida
$922K +$6.95K +81 +0.9%
SFG
1213
Synergy Financial Group
California
$920K -$22K -256 -3%
KNW
1214
Kesler Norman & Wride
Utah
$917K -$548K -6,389 -40%
RL
1215
Rogco LP
Oklahoma
$916K -$463K -5,399 -36%
ILI
1216
Invesco LLC (Illinois)
Illinois
$910K +$23.3K +271 +3%
AFT
1217
Alpha Family Trust
California
$908K +$799K +9,310 New
WAM
1218
Winslow Asset Management
Ohio
$907K -$8.49K -99 -1%
CST
1219
Charles Schwab Trust
Nevada
$902K -$7.12K -83 -0.9%
FSCM
1220
Front Street Capital Management
Montana
$900K -$58.9K -687 -7%
FPWM
1221
FSB Premier Wealth Management
Iowa
$898K +$241K +2,806 +44%
MCM
1222
Manchester Capital Management
Vermont
$893K +$23.9K +278 +3%
GM
1223
GeoWealth Management
Illinois
$893K +$204K +2,373 +35%
SMA
1224
Sage Mountain Advisors
Georgia
$892K +$39.8K +464 +5%
RIA
1225
Regal Investment Advisors
Michigan
$888K -$66.7K -778 -8%
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