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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1526
First Command Advisory Services
Texas
$524K +$563K +5,739 New
CFG
1527
Cooper Financial Group
California
$522K +$6.97K +71 +1%
SIM
1528
Studio Investment Management
Illinois
$521K +$196K +2,000 +54%
OL
1529
Optas LLC
Texas
$521K +$141K +1,439 +34%
EP
1530
Eudaimonia Partners
Tennessee
$517K -$24.3K -248 -4%
RIA
1531
Realta Investment Advisors
Delaware
$517K -$43.7K -445 -8%
AIA
1532
AIMZ Investment Advisors
California
$517K – – –
ST
1533
Spinnaker Trust
Maine
$516K – – –
FPWM
1534
FSB Premier Wealth Management
Iowa
$515K +$13.7K +140 +3%
DJSG
1535
D.J. St. Germain
Massachusetts
$514K – – –
RFN
1536
RDA Financial Network
Iowa
$513K -$36.9K -376 -6%
AF
1537
Aldebaran Financial
$513K +$196 +2 +0%
HPM
1538
Hudson Portfolio Management
New York
$513K – – –
LJAC
1539
L.J. Altfest & Co
New York
$511K -$194K -1,981 -26%
AWCI
1540
Alpine Woods Capital Investors
New York
$511K – – –
PWPS
1541
Pinnacle Wealth Planning Services
Ohio
$507K +$589 +6 +0.1%
BOPW
1542
Brandywine Oak Private Wealth
Pennsylvania
$506K -$43.5K -443 -7%
CCWM
1543
Cassaday & Co Wealth Management
Virginia
$504K -$23.6K -240 -4%
HCM
1544
Hall Capital Management
Rhode Island
$503K -$7.75K -79 -1%
AW
1545
Alaethes Wealth
Nevada
$502K – – –
TC
1546
Tacita Capital
Ontario, Canada
$502K +$5.89K +60 +1%
AWAU
1547
Alliance Wealth Advisors (Utah)
Utah
$500K +$9.42K +96 +2%
BA
1548
Ballast Advisors
Minnesota
$499K -$14.7K -150 -3%
ILI
1549
Invesco LLC (Illinois)
Illinois
$499K +$72.6K +740 +16%
IFU
1550
iSAM Funds (UK)
United Kingdom
$499K +$536K +5,464 New
60 61
62
63 64