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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1051
Evolution Wealth Advisors
Florida
$3.4M +$2.02M +6,048 +86%
AA
1052
Aire Advisors
California
$3.4M +$6K +18 +0.1%
KFP
1053
KMG Fiduciary Partners
Ohio
$3.38M -$464K -1,392 -10%
RSVP
1054
Ramsay Stattman Vela & Price
Colorado
$3.37M -$333K -1,000 -7%
BIM
1055
Bridges Investment Management
Nebraska
$3.37M +$128K +383 +3%
FWP
1056
Falcon Wealth Planning
California
$3.37M -$3.27M -9,825 -43%
CNWM
1057
Clay Northam Wealth Management
California
$3.36M -$488K -1,464 -10%
DRP
1058
Decker Retirement Planning
Utah
$3.35M +$563K +1,689 +15%
SAM
1059
Simplify Asset Management
Nevada
$3.34M +$124K +373 +3%
HIIFS
1060
Harel Insurance Investments & Financial Services
Israel
$3.34M +$747K +2,241 +21%
DQRIM
1061
Dale Q Rice Investment Management
Washington
$3.34M -$924K -2,774 -18%
SWA
1062
SFMG Wealth Advisors
Texas
$3.34M +$536K +1,607 +14%
CIC
1063
Carnegie Investment Counsel
Ohio
$3.32M +$2.32M +6,970 +99%
FC
1064
Franchise Capital
Cayman Islands
$3.32M +$712K +2,135 +20%
SF
1065
Seek First
California
$3.32M +$4.27M +12,814 New
SWP
1066
Semus Wealth Partners
Florida
$3.32M -$7.33K -22 -0.2%
TPCW
1067
TD Private Client Wealth
New York
$3.31M -$4.14M -12,429 -49%
WC
1068
Waterloo Capital
Texas
$3.31M +$591K +1,773 +16%
ZIG
1069
Zuckerman Investment Group
Illinois
$3.3M +$275K +826 +7%
TFGT
1070
TS Financial Group (TSFG)
Illinois
$3.3M -$183K -550 -4%
SMC
1071
Smith, Moore & Co
Missouri
$3.3M +$286K +857 +7%
MIA
1072
MainStreet Investment Advisors
Illinois
$3.3M +$209K +626 +5%
WIS
1073
Wright Investors Service
Connecticut
$3.3M +$2.25M +6,753 +113%
PGWM
1074
Parisi Gray Wealth Management
New Jersey
$3.3M +$576K +1,727 +16%
AWM
1075
Apex Wealth Management
New Hampshire
$3.28M -$535K -1,606 -11%
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