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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1476
Cladis Investment Advisory
Montana
$461K +$436K +5,026 New
CFA
1477
CWS Financial Advisors
Michigan
$460K – – –
CWM
1478
Connecticut Wealth Management
Connecticut
$460K -$22.3K -257 -5%
MSAM
1479
Moloney Securities Asset Management
Missouri
$460K -$90K -1,038 -17%
OFS
1480
OneAscent Financial Services
Alabama
$459K -$435K -5,020 -50%
AGAM
1481
Audent Global Asset Management
California
$459K -$5.81K -67 -1%
KJHP
1482
K.J. Harrison & Partners
Ontario, Canada
$459K +$434K +5,004 New
C
1483
Certuity
Florida
$458K +$131K +1,513 +43%
TCM
1484
Telos Capital Management
California
$458K -$1.73K -20 -0.4%
LFM
1485
LGT Fund Management
Liechtenstein
$458K +$225K +2,600 +109%
SCM
1486
Stordahl Capital Management
Colorado
$457K – – –
WAOI
1487
Wealth Advisors of Iowa
Iowa
$457K +$123K +1,415 +40%
LAM
1488
L2 Asset Management
Massachusetts
$457K +$20.9K +241 +5%
FFO
1489
Fiduciary Family Office
Florida
$456K +$2.77K +32 +0.6%
AA
1490
Acorns Advisers
California
$453K +$111K +1,278 +35%
MCM
1491
Marathon Capital Management
Maryland
$453K -$113K -1,300 -21%
AIM
1492
Alhambra Investment Management
Florida
$452K -$192K -2,210 -31%
UAG
1493
United Advisor Group
Ohio
$452K -$27.9K -322 -6%
AL
1494
Aspiriant LLC
California
$452K -$1.82K -21 -0.4%
BCM
1495
Bourgeon Capital Management
Connecticut
$451K -$2.25K -26 -0.5%
GGS
1496
Galvin Gaustad & Stein
Arizona
$451K -$112K -1,298 -21%
PF
1497
Parker Financial
Washington
$451K – – –
PMSA
1498
Patrick M. Sweeney & Associates
Illinois
$451K -$22.9K -264 -5%
SHF
1499
Safe Harbor Fiduciary
Florida
$450K -$12K -138 -3%
RDWM
1500
Red Door Wealth Management
Tennessee
$449K +$16.6K +191 +4%
58 59
60
61 62