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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1251
International Assets Investment Management
Florida
$392K -$7.15K -29 -2%
DMBA
1252
Deseret Mutual Benefit Administrators
Utah
$390K -$246 -1 -0.1%
AL
1253
Aspiriant LLC
California
$387K -$110K -448 -24%
OA
1254
Operose Advisors
Wisconsin
$387K – – –
FWM
1255
Forza Wealth Management
Florida
$385K -$16.5K -67 -4%
CMBA
1256
C.M. Bidwell & Associates
Hawaii
$384K -$12.8K -52 -3%
PI
1257
PFG Investments
New York
$383K +$22.7K +92 +7%
WCM
1258
Windward Capital Management
California
$383K -$18K -73 -5%
TIM
1259
Tevis Investment Management
Texas
$383K – – –
MF
1260
Magnetar Financial
Illinois
$381K +$352K +1,429 New
AAMC
1261
Asset Allocation & Management Company
Illinois
$379K – – –
EWM
1262
Evermay Wealth Management
Virginia
$378K -$40.4K -164 -10%
BAM
1263
Berkshire Asset Management
Pennsylvania
$378K +$376K +1,527 New
EFG
1264
Everhart Financial Group
Ohio
$377K +$19.5K +79 +6%
SIM
1265
Sentry Investment Management
Wisconsin
$376K -$112K -455 -23%
QFPS
1266
Quantum Financial Planning Services
Washington
$375K -$1.17M -4,764 -77%
RYIA
1267
Roehl & Yi Investment Advisors
Oregon
$374K +$104K +420 +43%
HT
1268
Headlands Technologies
Illinois
$373K -$1.92M -7,772 -85%
GIA
1269
Guyasuta Investment Advisors
Pennsylvania
$373K -$28.1K -114 -8%
AWE
1270
Avidian Wealth Enterprises
Texas
$369K +$26.4K +107 +8%
CCC
1271
Compass Capital Corp
Massachusetts
$369K -$6.16K -25 -2%
EFS
1272
Essex Financial Services
Connecticut
$368K -$54.7K -222 -14%
DFA
1273
Delta Financial Advisors
Louisiana
$368K – – –
CPA
1274
Capital Planning Advisors
California
$368K -$21.2K -86 -6%
WFC
1275
Western Financial Corp
California
$368K +$340K +1,379 New
49 50
51
52 53