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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1676
Souders Financial Advisors
Ohio
$2.47M -$126K -316 -5%
AL
1677
Aspiriant LLC
California
$2.46M +$499K +1,254 +27%
JIC
1678
Joel Isaacson & Co
New York
$2.46M +$91.1K +229 +4%
PSP
1679
Principal Street Partners
Tennessee
$2.46M – – –
KF
1680
KKM Financial
Illinois
$2.46M +$793K +1,995 +52%
VCM
1681
Virtue Capital Management
Tennessee
$2.46M -$800K -2,012 -26%
FCM
1682
Fogel Capital Management
Florida
$2.46M +$2M +5,027 +620%
SFG
1683
SageGuard Financial Group
Tennessee
$2.45M +$455K +1,143 +24%
TCM
1684
TABR Capital Management
California
$2.45M – – –
PWP
1685
Pursue Wealth Partners
California
$2.44M -$171K -431 -7%
VU
1686
Vanderbilt University
Tennessee
$2.44M +$2.31M +5,800 New
TSMHT
1687
Thurston Springer Miller Herd & Titak
Indiana
$2.44M +$106K +267 +5%
AFG
1688
Altiora Financial Group
Ohio
$2.44M +$286K +718 +14%
SIM
1689
Stratos Investment Management
Ohio
$2.44M -$81.5K -205 -3%
FA
1690
Financial Avengers
California
$2.43M -$29.8K -75 -1%
FSBI
1691
Fearless Solutions (Best Invest)
Texas
$2.43M -$3.58K -9 -0.2%
AF
1692
AGP Franklin
Tennessee
$2.43M +$371K +933 +19%
TWM
1693
Thrive Wealth Management
Pennsylvania
$2.43M +$74.8K +188 +3%
SFWA
1694
Summit Financial Wealth Advisors
Louisiana
$2.42M +$198K +499 +9%
JCM
1695
Jacobsen Capital Management
Utah
$2.42M -$9.94K -25 -0.4%
DP
1696
DDD Partners
Washington
$2.42M -$123K -310 -5%
WWG
1697
West Wealth Group
California
$2.41M -$9.54K -24 -0.4%
SFFS
1698
Stonehage Fleming Financial Services
Jersey
$2.41M – – –
MCC
1699
Money Concepts Capital
Florida
$2.41M -$3.98K -10 -0.2%
CIS
1700
Connors Investor Services
Pennsylvania
$2.41M +$126K +318 +6%
66 67
68
69 70