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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1876
World Equity Group
Illinois
$268K +$278K +2,944 New
FIA
1877
Foundations Investment Advisors
Arizona
$267K -$8.12K -86 -2%
SLG
1878
Stanley-Laman Group
Pennsylvania
$267K +$277K +2,937 New
CCM
1879
Chiron Capital Management
Florida
$267K +$277K +2,940 New
MMPW
1880
Mitchell McLeod Pugh & Williams
Alabama
$266K -$74.1K -785 -21%
MGIM
1881
M&G Investment Management
United Kingdom
$266K -$62.8K -665 -19%
B
1882
BetterWealth
California
$266K – – –
SFP
1883
Strategic Financial Partners
Oregon
$266K – – –
CCM
1884
Carlson Capital Management
Minnesota
$265K -$21K -223 -7%
FPA
1885
First Pacific Advisors
California
$265K – – –
TNAM
1886
Terra Nova Asset Management
New York
$265K +$14.9K +158 +6%
AA
1887
Aire Advisors
California
$264K +$45.9K +486 +20%
WAM
1888
WNY Asset Management
New York
$263K -$65.6K -695 -19%
PSIWM
1889
Paradigm Strategies in Wealth Management
Minnesota
$263K – – –
SRC
1890
Sage Rhino Capital
California
$262K -$1.13K -12 -0.4%
SWA
1891
ShankerValleau Wealth Advisors
Illinois
$262K – – –
IP
1892
Ignite Planners
California
$261K -$75.5K -800 -19%
AWG
1893
Altus Wealth Group
Colorado
$261K -$8.87K -94 -3%
MPW
1894
Monterey Private Wealth
California
$261K +$94 +1 +0%
CC
1895
Copperleaf Capital
North Carolina
$261K +$12.3K +130 +5%
EWA
1896
EverSource Wealth Advisors
Alabama
$260K -$64.2K -680 -19%
NRS
1897
Neville Rodie & Shaw
New York
$260K -$28.3K -300 -10%
WOC
1898
West Oak Capital
California
$259K – – –
WDG
1899
Wealth Dimensions Group
Ohio
$259K +$3.21K +34 +1%
ML
1900
McAdam LLC
Pennsylvania
$259K +$11.9K +126 +5%
74 75
76
77 78