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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1826
Kowal Investment Group
Wisconsin
$888K -$154K -676 -17%
CFFP
1827
Center for Financial Planning
Michigan
$887K +$456 +2 +0.1%
CIG
1828
Cullen Investment Group
Louisiana
$887K -$10.3K -45 -1%
LPP
1829
Life Planning Partners
Florida
$887K – – –
CBA
1830
Coastal Bridge Advisors
Connecticut
$886K – – –
BWP
1831
Bernardo Wealth Planning
Pennsylvania
$884K +$166K +729 +22%
NIP
1832
Nicholas Investment Partners
California
$883K +$164K +718 +27%
CAM
1833
Clark Asset Management
New Hampshire
$883K +$246K +1,080 +47%
CICI
1834
Capital Investment Counsel Inc
North Carolina
$882K +$94.9K +416 +14%
I
1835
INVST
Indiana
$880K -$644K -2,825 -46%
HPM
1836
Hoxton Planning & Management
West Virginia
$880K +$38.5K +169 +5%
IA
1837
IFG Advisors
Missouri
$876K +$47.2K +207 +7%
KIM
1838
Kestra Investment Management
Texas
$875K +$763K +3,344 New
OQS
1839
Occudo Quantitative Strategies
Florida
$875K +$763K +3,344 New
TNA
1840
True North Advisors
Texas
$874K -$220K -964 -22%
GSC
1841
G&S Capital
Colorado
$870K +$545K +2,391 +256%
PFM
1842
Phillips Financial Management
Indiana
$867K -$2.05K -9 -0.3%
CPIA
1843
Cornell Pochily Investment Advisors
New York
$866K -$20.5K -90 -3%
SGAM
1844
Smith Group Asset Management
Texas
$865K +$383K +1,680 +103%
BWA
1845
Blodgett Wealth Advisors
California
$865K -$22.8K -100 -3%
FMII
1846
Farmers & Merchants Investments Inc
Nebraska
$864K -$1.14K -5 -0.2%
VPI
1847
Value Partners Investments
Manitoba, Canada
$864K – – –
PPG
1848
Peak Planning Group
Colorado
$862K -$195K -853 -21%
MFP
1849
Meridian Financial Partners
Virginia
$862K – – –
KF
1850
KKM Financial
Illinois
$859K -$3.42K -15 -0.5%
72 73
74
75 76