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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3201
Blalock Williams
Alabama
$821K -$73.9K -217 -8%
PIM
3202
Profit Investment Management
Maryland
$817K – – –
CA
3203
Crumly & Associates
Illinois
$817K +$13.3K +39 +2%
LPAM
3204
Lodestar Private Asset Management
California
$813K -$56.2K -165 -7%
JJBC
3205
James J. Burns & Company
New York
$812K +$113K +331 +17%
NCTC
3206
New Covenant Trust Company
Indiana
$811K +$35.1K +103 +5%
ODIJL
3207
One Day In July LLC
Vermont
$811K +$418K +1,227 +113%
WS
3208
Wilian Securities
Minnesota
$810K +$787K +2,310 New
SCA
3209
Sage Capital Advisors
South Dakota
$810K +$27.3K +80 +4%
FSBI
3210
Fearless Solutions (Best Invest)
Texas
$809K – – –
MC
3211
Matters Capital
Florida
$809K +$786K +2,306 New
SA
3212
Sonoma Allocations
California
$808K +$107K +315 +15%
RP
3213
Rice Partnership
Hawaii
$806K +$8.52K +25 +1%
FCM
3214
Fourpath Capital Management
Oklahoma
$806K -$34.8K -102 -4%
CIM
3215
Caldwell Investment Management
Ontario, Canada
$805K -$68.1K -200 -4%
YLHM
3216
Yelin Lapidot Holdings Management
Israel
$803K +$13.6K +40 +2%
AWM
3217
Act Wealth Management
Texas
$801K -$22.1K -65 -3%
DWS
3218
Discipline Wealth Solutions
South Carolina
$800K +$15.3K +45 +2%
PWM
3219
Puff Wealth Management
New Jersey
$798K +$5.45K +16 +0.7%
FBC
3220
Fairfield, Bush & Co
Connecticut
$798K -$4.09K -12 -0.5%
LAS
3221
LWM Advisory Services
Florida
$797K -$5.11K -15 -0.7%
GHAM
3222
Gilman Hill Asset Management
Connecticut
$797K +$264K +776 +52%
FAG
3223
Fortitude Advisory Group
Washington
$796K +$28.6K +84 +4%
KG
3224
Kilter Group
New York
$796K – – –
ACH
3225
ArrowMark Colorado Holdings
Colorado
$795K – – –
127 128
129
130 131