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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1401
Finivi Inc
Massachusetts
$240K +$219K +1,614 New
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K -$69.1K -510 -24%
OWA
1403
One Wealth Advisors
California
$239K +$218K +1,610 New
AWM
1404
Austin Wealth Management
Texas
$239K +$200K +1,475 New
BFG
1405
Berger Financial Group
Minnesota
$239K +$218K +1,608 New
T
1406
Tidemark
California
$238K – – –
JFGLC
1407
Johnson Financial Group LLC (Colorado)
Colorado
$238K +$217K +1,602 New
KAS
1408
KPP Advisory Services
Kentucky
$238K -$56.8K -419 -21%
CIC
1409
Crawford Investment Counsel
Georgia
$238K +$217K +1,600 New
PWM
1410
Palumbo Wealth Management
New York
$238K +$217K +1,600 New
EFG
1411
Embree Financial Group
Illinois
$237K -$110K -809 -34%
DP
1412
Dearborn Partners
Illinois
$237K +$217K +1,598 New
AIM
1413
Aspen Investment Management
Michigan
$237K +$216K +1,595 New
CC
1414
Citrine Capital
California
$237K +$216K +1,592 New
AIM
1415
Acropolis Investment Management
Missouri
$236K +$278K +2,050 New
CFS
1416
Commonwealth Financial Services
West Virginia
$236K +$215K +1,586 New
ECA
1417
Elevate Capital Advisors
Colorado
$235K +$215K +1,584 New
RWM
1418
Rockwood Wealth Management
Pennsylvania
$234K +$213K +1,573 New
AAM
1419
Alphadyne Asset Management
New York
$233K +$213K +1,569 New
BCV
1420
Banque Cantonale Vaudoise
Switzerland
$233K +$1.9K +14 +0.9%
VAM
1421
Virtue Asset Management
Illinois
$232K +$212K +1,563 New
HP
1422
Hilltop Partners
Indiana
$232K +$212K +1,561 New
HP
1423
Haven Private
Florida
$232K +$211K +1,559 New
HW
1424
Hancock Whitney
Mississippi
$231K +$211K +1,555 New
FHWM
1425
Fox Hill Wealth Management
Massachusetts
$230K +$210K +1,548 New
55 56
57
58 59