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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2776
Nauset Wealth Management
Connecticut
$6.44M +$5.73M +36,274 New
FPFS
2777
First Personal Financial Services
North Carolina
$6.42M +$445K +2,817 +8%
NIA
2778
NIA Impact Advisors
California
$6.41M -$590K -3,732 -9%
UFG
2779
United Fire Group
Iowa
$6.39M – – –
WAM
2780
WFA Asset Management
Wisconsin
$6.39M +$5.69M +35,989 New
BLC
2781
Brown, Lisle/Cummings
Rhode Island
$6.37M +$5.67M +35,880 New
PP
2782
PrairieView Partners
Minnesota
$6.37M +$465K +2,943 +9%
BIG
2783
Boothe Investment Group
Delaware
$6.36M -$562K -3,554 -9%
RB
2784
Rodgers Brothers
Pennsylvania
$6.36M +$163K +1,034 +3%
CCM
2785
Cribstone Capital Management
Maine
$6.36M -$412K -2,607 -7%
PF
2786
Phoenix Financial
Israel
$6.36M -$7.62M -48,222 -57%
LIG
2787
Lokken Investment Group
Delaware
$6.36M -$790 -5 -0%
CIP
2788
Convergence Investment Partners
Florida
$6.35M -$400K -2,529 -7%
MWPCG
2789
Measured Wealth Private Client Group
New Hampshire
$6.35M -$89.9K -569 -2%
YWS
2790
Yarger Wealth Strategies
Ohio
$6.35M +$5.65M +35,738 New
SWM
2791
Selective Wealth Management
Virginia
$6.34M +$172K +1,089 +3%
SCI
2792
Stableford Capital II
Arizona
$6.32M +$415K +2,626 +7%
HDIM
2793
Hanson & Doremus Investment Management
Vermont
$6.29M +$270K +1,706 +5%
CIM
2794
Cambria Investment Management
California
$6.29M +$570K +3,608 +11%
DWM
2795
Denver Wealth Management
Colorado
$6.29M +$5.6M +35,405 New
JSMC
2796
Jess S. Morgan & Co
California
$6.28M -$81.7K -517 -1%
SNBOSCI
2797
Security National Bank of Sioux City Iowa
Iowa
$6.26M +$2.21K +14 +0%
GB
2798
Goepper Burkhardt
South Carolina
$6.26M -$28.3K -179 -0.5%
BCM
2799
Boltwood Capital Management
California
$6.24M +$14.4K +91 +0.3%
HWM
2800
Howard Wealth Management
Connecticut
$6.24M -$166K -1,048 -3%
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