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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1501
Joule Financial
Kentucky
$1.17M +$306K +1,532 +52%
WI
1502
WrapManager Inc
California
$1.17M +$6.2K +31 +0.7%
IWP
1503
Icon Wealth Partners
Texas
$1.17M +$82.6K +413 +10%
AFA
1504
American Financial Advisors
Georgia
$1.17M -$139K -694 -13%
LW
1505
Libra Wealth
California
$1.17M +$558K +2,793 +168%
MF
1506
Manchester Financial
California
$1.16M -$7K -35 -0.8%
CSIC
1507
Clifford Swan Investment Counsel
California
$1.16M – – –
WQ
1508
Wealth Quarterback
New Jersey
$1.16M +$33K +165 +4%
MCA
1509
MSH Capital Advisors
Arizona
$1.15M -$198K -988 -18%
LCM
1510
LVM Capital Management
Michigan
$1.15M +$554K +2,773 +171%
CT
1511
Coastline Trust
Rhode Island
$1.15M +$119K +595 +16%
SMWM
1512
Silvia McColl Wealth Management
California
$1.15M +$21.2K +106 +2%
WRPWM
1513
Werba Rubin Papier Wealth Management
California
$1.14M -$27.6K -138 -3%
CBT
1514
Central Bank & Trust
Kentucky
$1.14M -$800 -4 -0.1%
COI
1515
Connable Office Inc
Michigan
$1.14M – – –
AI
1516
AXS Investments
New York
$1.14M +$122K +608 +16%
EL
1517
Envoi LLC
Minnesota
$1.14M – – –
OFS
1518
OneAscent Financial Services
Alabama
$1.13M +$70K +350 +9%
FI
1519
Financial Insights
Washington
$1.13M -$4.2K -21 -0.5%
BFA
1520
Beacon Financial Advisory
Ohio
$1.13M +$124K +622 +17%
OWA
1521
Opal Wealth Advisors
New York
$1.13M +$21.8K +109 +3%
KFA
1522
Kelleher Financial Advisors
New York
$1.13M +$46.4K +232 +6%
MC
1523
Matisse Capital
Oregon
$1.13M – – –
PFBT
1524
Parkside Financial Bank & Trust
Missouri
$1.13M -$20.8K -104 -2%
KA
1525
Kozak & Associates
Colorado
$1.12M +$109K +544 +16%
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62 63