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Name Holding Trade Value Shares
Change 		Change in
Stake
OP
3051
ORG Partners
Indiana
$982K +$4.77K +14 +0.5%
GITFIT
3052
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$982K +$784K +2,300 +460%
TCM
3053
Towercrest Capital Management
Pennsylvania
$981K – – –
PA
3054
Planning Alternatives
Michigan
$981K +$630K +1,850 +196%
CCA
3055
Coign Capital Advisors
Utah
$978K +$17.7K +52 +2%
EFA
3056
Evernest Financial Advisors
Indiana
$975K -$195K -572 -16%
FI
3057
Finivi Inc
Massachusetts
$975K -$20.8K -61 -2%
KFI
3058
Key Financial Inc
Pennsylvania
$974K +$289K +849 +44%
GWM
3059
Gilpin Wealth Management
Colorado
$972K +$944K +2,772 New
SIC
3060
Samalin Investment Counsel
New York
$972K -$39.5K -116 -4%
PCP
3061
Panoramic Capital Partners
Oregon
$970K -$114K -336 -11%
IIM
3062
Invariant Investment Management
Pennsylvania
$969K +$944K +2,771 New
WAM
3063
Wolverine Asset Management
Illinois
$969K +$941K +2,762 New
KWM
3064
Kingsman Wealth Management
Florida
$966K +$140K +412 +18%
CPA
3065
Cardiff Park Advisors
California
$966K -$184K -540 -16%
AIP
3066
ARS Investment Partners
New York
$966K +$20.4K +60 +2%
WG
3067
Wealth Group
North Carolina
$965K +$938K +2,752 New
TSMHT
3068
Thurston Springer Miller Herd & Titak
Indiana
$965K +$759K +2,227 +427%
BBPWM
3069
Blue Bell Private Wealth Management
Pennsylvania
$962K -$26.2K -77 -3%
SI
3070
Saxon Interests
Texas
$958K +$64.1K +188 +7%
ALC
3071
Alexander Labrunerie & Co
Missouri
$957K – – –
SAM
3072
Smithbridge Asset Management
Pennsylvania
$956K +$465K +1,365 +100%
RIA
3073
Realta Investment Advisors
Delaware
$956K -$4.43K -13 -0.5%
HWMG
3074
Harbour Wealth Management Group
South Carolina
$956K +$928K +2,725 New
ERWM
3075
Elk River Wealth Management
Colorado
$955K – – –
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