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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
2501
Clifford Swan Investment Counsel
California
$1.6M +$2.08K +6 +0.1%
IFS
2502
Intelligent Financial Strategies
Minnesota
$1.6M -$445K -1,285 -22%
CAS
2503
Coppell Advisory Solutions
Texas
$1.6M +$14.2K +41 +0.9%
RPGK
2504
Retirement Planning Group (Kansas)
Kansas
$1.59M +$59.5K +172 +4%
PWM
2505
Prentice Wealth Management
New York
$1.59M +$17.3K +50 +1%
CIA
2506
Cape Investment Advisory
Georgia
$1.59M -$126K -363 -7%
SIM
2507
Sentry Investment Management
Wisconsin
$1.59M -$667K -1,927 -30%
MSA
2508
Marino Stram & Associates
Massachusetts
$1.59M +$347K +1,003 +27%
PP
2509
Patron Partners
Texas
$1.59M +$10.4K +30 +0.6%
OWP
2510
ORG Wealth Partners
Texas
$1.59M +$433K +1,251 +37%
OL
2511
OneFund LLC
Florida
$1.58M +$57.5K +166 +4%
AW
2512
Alteri Wealth
California
$1.58M -$37K -107 -2%
FCA
2513
Fortis Capital Advisors
Kansas
$1.58M +$28K +81 +2%
GIM
2514
Gold Investment Management
Alberta, Canada
$1.57M +$346 +1 +0%
OL
2515
one8zero8 LLC
North Carolina
$1.57M -$3.46K -10 -0.2%
MI
2516
Motiv8 Investments
Florida
$1.57M +$237K +685 +18%
BCM
2517
Birch Capital Management
Texas
$1.57M – – –
BWM
2518
Buckley Wealth Management
Nevada
$1.57M -$34.3K -99 -2%
MCWA
2519
Meadow Creek Wealth Advisors
Georgia
$1.56M -$153K -441 -9%
FA
2520
Fiducient Advisors
Illinois
$1.56M +$102K +295 +7%
APGDR
2521
Absoluto Partners Gestao de Recursos
Brazil
$1.56M -$1.65M -4,764 -51%
MSS
2522
Mitchell Sinkler & Starr
Pennsylvania
$1.56M -$29.4K -85 -2%
YP
2523
YANKCOM Partnership
South Dakota
$1.56M +$95.9K +277 +6%
AWP
2524
Accretive Wealth Partners
New Jersey
$1.56M +$77.2K +223 +5%
JWM
2525
Jessup Wealth Management
Ohio
$1.56M -$14.5K -42 -0.9%
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