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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2451
L2 Asset Management
Massachusetts
$588K +$83.4K +410 +14%
SB
2452
Sunflower Bank
Texas
$587K -$103K -507 -13%
SCF
2453
Sante Capital Fund
Texas
$587K +$673K +3,305 New
IAP
2454
Indie Asset Partners
Indiana
$585K -$107K -525 -14%
AFPL
2455
Advus Financial Partners, LLC
Florida
$584K +$93.8K +461 +16%
WA
2456
Wealth Architects
California
$582K +$9.97K +49 +2%
DA
2457
Detalus Advisors
Missouri
$581K -$3.87K -19 -0.6%
PWM
2458
Prentice Wealth Management
New York
$581K -$1.63K -8 -0.2%
PWAG
2459
Polaris Wealth Advisory Group
California
$579K +$4.27K +21 +0.7%
FBA
2460
Front Barnett Associates
Illinois
$576K – – –
TCPWM
2461
Traverso Chambers Private Wealth Management
California
$576K +$814 +4 +0.1%
PIA
2462
Perennial Investment Advisors
California
$575K -$874K -4,296 -57%
KCM
2463
KRS Capital Management
Michigan
$575K +$49.9K +245 +8%
DPI
2464
Diversified Portfolios Inc
Michigan
$574K +$296K +1,454 +82%
VC
2465
Vicus Capital
Pennsylvania
$572K +$84.4K +415 +15%
BWA
2466
Blodgett Wealth Advisors
California
$570K +$25.4K +125 +4%
RIM
2467
Redwood Investment Management
Arizona
$569K +$400K +1,966 +159%
IF
2468
Intrua Financial
Texas
$565K -$845K -4,154 -57%
MCM
2469
Monument Capital Management
Virginia
$563K +$155K +763 +32%
DOA
2470
D'Orazio & Associates
Virginia
$562K -$236K -1,162 -27%
NC
2471
NinePointTwo Capital
California
$562K – – –
NSIM
2472
North Star Investment Management
Illinois
$560K – – –
PDM
2473
Penn Davis McFarland
Texas
$560K – – –
IWA
2474
Inspirion Wealth Advisors
Illinois
$559K – – –
APC
2475
Aspire Private Capital
North Carolina
$559K +$3.05K +15 +0.5%
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99
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