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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
2776
Global Strategic Investment Solutions
Arizona
$455K +$441K +2,189 New
LRIA
2777
Leonard Rickey Investment Advisors
Washington
$454K +$18.1K +90 +4%
CIG
2778
Cairn Investment Group
Washington
$453K +$40.3K +200 +10%
NVIM
2779
New Vernon Investment Management
Illinois
$453K – – –
AP
2780
Adero Partners
California
$452K -$45.6K -226 -9%
SAF
2781
Smith Anglin Financial
Texas
$451K +$1.01K +5 +0.2%
FL
2782
Fort LP
Maryland
$450K -$77K -382 -15%
LC
2783
Lincoln Capital
Nebraska
$450K +$4.84K +24 +1%
C1AG
2784
Client 1st Advisory Group
Florida
$449K – – –
AWM
2785
Aprio Wealth Management
Georgia
$449K +$61.7K +306 +16%
FPB
2786
First PREMIER Bank
South Dakota
$447K +$2.82K +14 +0.7%
DU
2787
Delphia (USA)
Ontario, Canada
$447K +$73.2K +363 +20%
FA
2788
Fountainhead AM
New Jersey
$445K +$26.6K +132 +7%
OPWM
2789
Oakwell Private Wealth Management
Texas
$445K +$13.9K +69 +3%
SCFS
2790
S.C. Financial Services
Arizona
$445K +$9.88K +49 +2%
LA
2791
LexAurum Advisors
Kansas
$442K +$14.3K +71 +3%
SI
2792
Saxon Interests
Texas
$441K +$3.63K +18 +0.9%
SAM
2793
Smithbridge Asset Management
Pennsylvania
$440K +$427K +2,118 New
QCIG
2794
Quad-Cities Investment Group
Iowa
$439K +$2.22K +11 +0.5%
IAG
2795
Ipsen Advisor Group
Arkansas
$438K +$425K +2,109 New
OFW
2796
Omnia Family Wealth
Florida
$438K -$29K -144 -6%
LF
2797
Lee Financial
Texas
$438K -$4.84K -24 -1%
WP
2798
WealthSpring Partners
California
$437K -$4.84K -24 -1%
DE
2799
Day & Ennis
Georgia
$437K – – –
SPA
2800
Sherbrooke Park Advisers
New York
$436K +$423K +2,100 New
110 111
112
113 114