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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2101
Beacon Financial Advisory
Ohio
$2.12M +$12.7K +46 +0.6%
FTIS
2102
First Trust Investment Solutions
Florida
$2.11M -$3.87K -14 -0.2%
CFCI
2103
Comprehensive Financial Consultants Institutional
Indiana
$2.11M +$127K +460 +6%
EGA
2104
E&G Advisors
Texas
$2.11M +$46.7K +169 +2%
PHIMC
2105
Private Harbour Investment Management & Counsel
Ohio
$2.1M -$34.2K -124 -2%
LAS
2106
Lloyd Advisory Services
Georgia
$2.1M +$1.79M +6,484 +620%
ZIG
2107
Zuckerman Investment Group
Illinois
$2.09M +$381K +1,379 +23%
MSFS
2108
Main Street Financial Solutions
Pennsylvania
$2.08M -$4.14K -15 -0.2%
AMCA
2109
Arthur M. Cohen & Associates
Illinois
$2.08M +$133K +482 +7%
CCG
2110
Chatham Capital Group
Georgia
$2.08M -$8.28K -30 -0.4%
APGDR
2111
Absoluto Partners Gestao de Recursos
Brazil
$2.08M +$106K +385 +5%
SOAMC
2112
Spirit of America Management Corp
New York
$2.08M – – –
EI
2113
Ellevest Inc
New York
$2.08M +$113K +410 +6%
FWA
2114
FOCUS Wealth Advisors
Texas
$2.08M +$124K +448 +6%
FMWA
2115
Forvis Mazars Wealth Advisors
Missouri
$2.08M +$232K +842 +13%
KFGK
2116
Keystone Financial Group (Kentucky)
Kentucky
$2.08M +$870K +3,150 +73%
CE
2117
Cornerstone Enterprises
Wisconsin
$2.08M +$2.06M +7,458 New
OWA
2118
One Wealth Advisors
California
$2.07M +$490K +1,773 +31%
SPWM
2119
Schrum Private Wealth Management
Florida
$2.07M +$1.82M +6,598 +793%
LWL
2120
Leo Wealth LLC
Texas
$2.07M +$478K +1,733 +30%
DFG
2121
Delta Financial Group
New Jersey
$2.07M +$332K +1,202 +19%
PCOTEOTHU
2122
Provident Company of the Employees of the Hebrew University
Israel
$2.07M +$2.05M +7,410 New
TW
2123
Transform Wealth
Colorado
$2.07M -$1.83M -6,636 -47%
PCM
2124
Princeton Capital Management
New Jersey
$2.07M -$509K -1,842 -20%
SCM
2125
Spreng Capital Management
Ohio
$2.06M +$2.48K +9 +0.1%
83 84
85
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