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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2901
Geneva Partners
Wisconsin
$709K – – –
TA
2902
TrueWealth Advisors
Alabama
$708K +$82.6K +299 +13%
HC
2903
Hamilton Capital
Ohio
$707K -$59.6K -216 -8%
AA
2904
Apriem Advisors
California
$704K +$82.8K +300 +13%
CRIG
2905
Charter Research & Investment Group
Connecticut
$703K – – –
AA
2906
Addison Advisors
Vermont
$702K +$19.1K +69 +3%
IIC
2907
Integrated Investment Consultants
Michigan
$702K -$3.87K -14 -0.6%
CNFG
2908
Creegan & Nassoura Financial Group
New Hampshire
$700K – – –
SPW
2909
Sonoma Private Wealth
California
$700K +$157K +569 +29%
MAM
2910
Marotta Asset Management
Virginia
$699K – – –
KFSC
2911
Keystone Financial Services (Colorado)
Colorado
$698K -$3.04K -11 -0.4%
AG
2912
Artal Group
Luxembourg
$698K – – –
LFA
2913
Laraway Financial Advisors
Minnesota
$698K – – –
TWP
2914
Tower Wealth Partners
Pennsylvania
$698K +$39.5K +143 +6%
WFG
2915
Wills Financial Group
Virginia
$697K +$689K +2,496 New
GC
2916
Garde Capital
Washington
$694K -$20.4K -74 -3%
BWG
2917
Berry Wealth Group
Texas
$693K -$207K -751 -23%
EAM
2918
Evanson Asset Management
California
$693K – – –
DA
2919
Detalus Advisors
Missouri
$693K +$14.1K +51 +2%
CFO
2920
Callan Family Office
Pennsylvania
$690K +$409K +1,483 +150%
FSA
2921
Franklin Street Advisors
North Carolina
$689K +$234K +848 +52%
GSIS
2922
Global Strategic Investment Solutions
Arizona
$688K +$54.7K +198 +9%
TW
2923
Traveka Wealth
California
$684K -$250K -906 -27%
BHIA
2924
Birch Hill Investment Advisors
Massachusetts
$684K +$4.14K +15 +0.6%
MWA
2925
Moser Wealth Advisors
Washington
$684K -$13.8K -50 -2%
115 116
117
118 119