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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
1351
Imprint Wealth
South Carolina
$1.43M +$77K +385 +7%
CIP
1352
Convergence Investment Partners
Florida
$1.42M +$157K +786 +17%
B
1353
Bailard
California
$1.42M +$2.4K +12 +0.2%
SAM
1354
SP Asset Management
California
$1.42M -$51.4K -257 -5%
CIAS
1355
CFS Investment Advisory Services
New Jersey
$1.41M +$11.4K +57 +1%
SFO
1356
Stokes Family Office
Louisiana
$1.41M +$43.4K +217 +4%
PSF
1357
Pacific Sun Financial
California
$1.41M +$1.36M +6,789 New
KFS
1358
Kaizen Financial Strategies
California
$1.41M -$50K -250 -5%
RFG
1359
Range Financial Group
Oregon
$1.41M +$10K +50 +0.9%
OW
1360
Olistico Wealth
Oklahoma
$1.4M -$13K -65 -1%
SWA
1361
SOA Wealth Advisors
New York
$1.4M +$20K +100 +2%
YDMI
1362
Y.D. More Investments
Israel
$1.4M -$498K -2,492 -32%
PRA
1363
Pine Ridge Advisers
New York
$1.4M – – –
NEWAS
1364
N.E.W. Advisory Services
Wisconsin
$1.4M +$365K +1,823 +52%
DI
1365
Diligent Investors
California
$1.39M +$46.4K +232 +5%
EWP
1366
Elevation Wealth Partners
California
$1.39M -$20K -100 -2%
FMWA
1367
Forvis Mazars Wealth Advisors
Missouri
$1.39M -$202K -1,011 -16%
SPM
1368
Symmetry Peak Management
Pennsylvania
$1.39M +$359K +1,794 +51%
FG
1369
Foster Group
Iowa
$1.39M +$42.4K +212 +4%
PW
1370
Peninsula Wealth
California
$1.38M +$10.2K +51 +1%
TSWM
1371
Tyler-Stone Wealth Management
Ohio
$1.38M +$1.06M +5,277 New
HM
1372
HCEP Management
Hong Kong
$1.38M +$1.05M +5,270 New
RAM
1373
Riggs Asset Management
Pennsylvania
$1.37M – – –
GC
1374
Gilbert & Cook
Iowa
$1.37M +$720K +3,600 +222%
HFA
1375
High Falls Advisors
New York
$1.37M +$185K +925 +22%
53 54
55
56 57