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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
1201
Connable Office Inc
Michigan
$5M +$20.7K +52 +0.4%
GC
1202
Gilbert & Cook
Iowa
$4.98M +$56.9K +143 +1%
ALA
1203
Atlas Legacy Advisors
California
$4.98M +$599K +1,505 +15%
BL
1204
BFSG LLC
California
$4.96M +$398 +1 +0%
BTWM
1205
Baker Tilly Wealth Management
Wisconsin
$4.95M -$172K -432 -4%
NAS
1206
NWF Advisory Services
California
$4.94M +$74K +186 +2%
CI
1207
CacheTech Inc
Utah
$4.93M +$428K +1,075 +10%
AWM
1208
Adams Wealth Management
Utah
$4.93M +$704K +1,770 +18%
MCA
1209
McGuire Capital Advisors
Oklahoma
$4.93M -$2.09M -5,255 -31%
CCP
1210
Cane Capital Partners
Louisiana
$4.92M -$166K -417 -3%
MLIC
1211
Mandatum Life Insurance Company
Finland
$4.91M – – –
UWM
1212
Udine Wealth Management
Florida
$4.91M +$48.9K +123 +1%
TC
1213
TownSquare Capital
Utah
$4.89M +$713K +1,793 +18%
RSF
1214
Rik Saylor Financial
Ohio
$4.88M +$4.62M +11,605 New
KWM
1215
Keebeck Wealth Management
Illinois
$4.88M +$561K +1,411 +14%
LAM
1216
Lynch Asset Management
Pennsylvania
$4.88M – – –
RCA
1217
Resonant Capital Advisors
Wisconsin
$4.87M +$320K +804 +7%
MCA
1218
MSH Capital Advisors
Arizona
$4.87M +$115K +288 +3%
PPW
1219
Parcion Private Wealth
Washington
$4.86M +$769K +1,934 +20%
AWM
1220
Aprio Wealth Management
Georgia
$4.86M -$437K -1,098 -9%
FCM
1221
Fortis Capital Management
Washington
$4.85M -$5.87M -14,765 -56%
MIA
1222
MainStreet Investment Advisors
Illinois
$4.85M +$398 +1 +0%
BW
1223
BIP Wealth
Georgia
$4.84M +$1.72M +4,319 +60%
SSI
1224
Scott & Selber Inc
Texas
$4.84M -$1.19K -3 -0%
LCM
1225
Legato Capital Management
California
$4.83M -$1.94M -4,867 -30%
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