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Name Holding Trade Value Shares
Change 		Change in
Stake
AS
2201
Aware Super
Australia
$404K -$145K -3,099 -25%
CPA
2202
Capital Performance Advisors
California
$402K -$82.2K -1,753 -16%
SFG
2203
Seamount Financial Group
Colorado
$401K -$45.4K -967 -9%
SIA
2204
Sage Investment Advisers
New York
$401K +$9.15K +195 +2%
WF
2205
WoodTrust Financial
Wisconsin
$400K +$704 +15 +0.2%
MLFP
2206
MPS Loria Financial Planners
Illinois
$400K -$22.2K -474 -5%
AL
2207
Aspiriant LLC
California
$399K +$44.7K +952 +11%
LWM
2208
Liberty Wealth Management
California
$398K – – –
TIP
2209
Tandem Investment Partners
New Jersey
$398K +$11.7K +250 +3%
BFG
2210
Berger Financial Group
Minnesota
$398K -$33.4K -711 -7%
LGW
2211
Leslie Global Wealth
Illinois
$398K +$1.03K +22 +0.2%
GWM
2212
GK Wealth Management
Nevada
$396K +$439K +9,356 New
UBG
2213
United Bank (Georgia)
Georgia
$396K -$84.3K -1,797 -16%
SPWG
2214
Sage Private Wealth Group
Illinois
$395K +$33.4K +711 +8%
LSWP
2215
Liberty Square Wealth Partners
Pennsylvania
$395K -$27.3K -582 -6%
BHC
2216
Bull Harbor Capital
Maryland
$395K +$227K +4,836 +108%
BDFN
2217
Bond & Devick Financial Network
Minnesota
$394K – – –
GA
2218
Greenspring Advisors
Maryland
$394K -$8.82K -188 -2%
FDS
2219
Freedom Day Solutions
Texas
$394K +$4.69K +100 +1%
3IP
2220
3Chopt Investment Partners
Virginia
$394K -$28.7K -612 -6%
PDL
2221
Portfolio Design Labs
California
$393K +$8.4K +179 +2%
RA
2222
Range Advisory
Virginia
$392K +$18.1K +386 +4%
CA
2223
COFG Advisors
Illinois
$392K +$29K +619 +7%
DWM
2224
Darwin Wealth Management
Florida
$392K +$5.77K +123 +1%
NAS
2225
NWF Advisory Services
California
$392K -$310K -6,616 -42%
87 88
89
90 91