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Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1601
Glen Eagle Advisors
New Jersey
$2.23M +$228K +709 +15%
IFPL
1602
Investments & Financial Planning LLC
Kentucky
$2.23M +$1.61K +5 +0.1%
AIS
1603
Accredited Investor Services
Minnesota
$2.21M +$1.76M +5,472 New
PIA
1604
Powell Investment Advisors
Florida
$2.21M +$48.3K +150 +3%
FP
1605
Fiduciary Planning
Florida
$2.21M +$1.5M +4,668 +583%
CWS
1606
Confluence Wealth Services
Pennsylvania
$2.21M +$4.5K +14 +0.3%
PPW
1607
Pasadena Private Wealth
California
$2.21M -$648K -2,015 -27%
DTL
1608
Dynamic Technology Lab
Singapore
$2.2M +$1.75M +5,451 New
AL
1609
Aspiriant LLC
California
$2.2M -$425K -1,320 -20%
WWWM
1610
White Wing Wealth Management
Texas
$2.19M -$106K -328 -6%
BA
1611
Ballast Advisors
Minnesota
$2.19M -$120K -374 -6%
OWA
1612
Opal Wealth Advisors
New York
$2.18M +$104K +322 +6%
MWA
1613
Martel Wealth Advisors
Washington
$2.18M -$44.4K -138 -2%
TW
1614
TrinityPoint Wealth
Connecticut
$2.17M +$60.8K +189 +4%
ICP
1615
Impact Capital Partners
Colorado
$2.17M +$1.73M +5,373 New
MFC
1616
Mechanics Financial Corp
Ohio
$2.17M -$9.65K -30 -0.6%
SFA
1617
Souders Financial Advisors
Ohio
$2.16M -$148K -459 -8%
PRA
1618
Pine Ridge Advisers
New York
$2.16M – – –
NGA
1619
Naples Global Advisors
Florida
$2.15M +$203K +630 +13%
CWM
1620
CCG Wealth Management
California
$2.15M +$188K +585 +12%
PFG
1621
PAX Financial Group
Texas
$2.15M +$67.9K +211 +4%
MFA
1622
Mayflower Financial Advisors
Massachusetts
$2.15M +$216K +671 +14%
RWP
1623
Revolve Wealth Partners
New Jersey
$2.15M +$300K +931 +21%
CIM
1624
Corda Investment Management
Texas
$2.15M +$89.1K +277 +6%
SCM
1625
Schnieders Capital Management
California
$2.14M +$335K +1,040 +24%
63 64
65
66 67