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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
3001
Retirement Planning Group (Kansas)
Kansas
$601K -$5.95K -22 -1%
CA
3002
Crumly & Associates
Illinois
$597K +$29.5K +109 +5%
CSB
3003
City State Bank
Iowa
$597K -$14.6K -54 -2%
AR
3004
Apeiron RIA
Texas
$594K -$17K -63 -3%
WDL
3005
Well Done LLC
Michigan
$593K -$78.7K -291 -12%
NCTC
3006
New Covenant Trust Company
Indiana
$592K +$103K +380 +21%
PIAS
3007
PCA Investment Advisory Services
Ohio
$589K +$44.1K +163 +8%
LA
3008
Lifeworks Advisors
Michigan
$588K +$260K +961 +82%
LC
3009
Lincoln Capital
Nebraska
$586K – – –
AWAG
3010
ARS Wealth Advisors Group
Florida
$585K -$1.62K -6 -0.3%
AWA
3011
Amplius Wealth Advisors
Pennsylvania
$584K -$4.05K -15 -0.7%
RA
3012
Ruggaard & Associates
Ohio
$584K -$20K -74 -3%
LAS
3013
Legacy Advisory Services
Pennsylvania
$584K +$541 +2 +0.1%
USWIA
3014
UP Strategic Wealth Investment Advisors
Pennsylvania
$582K +$87.9K +325 +18%
DDPIC
3015
Deroy & Devereaux Private Investment Counsel
Michigan
$581K – – –
CPRC
3016
Consolidated Portfolio Review Corp
New York
$580K +$41.4K +153 +8%
GHA
3017
Granite Harbor Advisors
Texas
$580K +$109K +402 +24%
SAS
3018
Stelac Advisory Services
New York
$579K – – –
HC
3019
Hamilton Capital
Ohio
$577K +$4.05K +15 +0.8%
QCIG
3020
Quad-Cities Investment Group
Iowa
$577K -$2.97K -11 -0.5%
WAM
3021
WFA Asset Management
Wisconsin
$577K +$1.08K +4 +0.2%
CWA
3022
Canvas Wealth Advisors
Kansas
$576K +$78.1K +289 +16%
SIGI
3023
Susquehanna International Group (Ireland)
Ireland
$575K +$317K +1,171 +127%
JFA
3024
JNBA Financial Advisors
Minnesota
$573K -$243K -900 -30%
AGAM
3025
Audent Global Asset Management
California
$573K -$462K -1,710 -45%
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