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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3176
Intellectus Partners
California
$3.91M -$154K -915 -4%
HI
3177
Human Investing
Oregon
$3.9M -$365K -2,168 -9%
CWMU
3178
Caliber Wealth Management (Utah)
Utah
$3.9M +$339K +2,017 +10%
UL
3179
Unionview LLC
Washington
$3.9M -$28.1K -167 -0.7%
RA
3180
Rise Advisors
New York
$3.9M +$163K +971 +5%
MCM
3181
Monument Capital Management
Virginia
$3.89M -$55.3K -329 -1%
FFA
3182
Fi3 Financial Advisors
Indiana
$3.88M +$126K +749 +3%
CG
3183
Corundum Group
Colorado
$3.88M +$916K +5,450 +33%
SA
3184
Shilanski & Associates
Alaska
$3.87M -$2.19K -13 -0.1%
EPA
3185
Element Pointe Advisors
Florida
$3.86M -$16.8K -100 -0.5%
AC
3186
Annandale Capital
Texas
$3.85M -$4.76M -28,308 -56%
NFP
3187
Narus Financial Partners
Utah
$3.84M +$3.7M +22,008 New
AWAP
3188
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.83M -$34.8K -207 -0.9%
OPWM
3189
Oxinas Partners Wealth Management
Indiana
$3.83M -$152K -902 -4%
BFA
3190
Brendel Financial Advisors
New Hampshire
$3.82M -$111K -659 -3%
TA
3191
Townsend & Associates
Colorado
$3.81M +$74.3K +442 +2%
F
3192
F3Logic
Minnesota
$3.81M -$334K -1,989 -8%
SSCA
3193
South Shore Capital Advisors
Massachusetts
$3.81M -$116K -689 -3%
HA
3194
Hofer & Associates
California
$3.8M +$89.1K +530 +2%
GAG
3195
Goodman Advisory Group
Massachusetts
$3.8M +$526K +3,128 +17%
SPP
3196
Single Point Partners
Massachusetts
$3.8M +$101K +598 +3%
ACM
3197
Ativo Capital Management
Illinois
$3.79M -$438K -2,603 -11%
OWM
3198
OneAscent Wealth Management
Alabama
$3.79M +$334K +1,988 +10%
MA
3199
Mosaic Advisors
Texas
$3.79M -$1.3M -7,736 -26%
VIA
3200
Vickerman Investment Advisors
Washington
$3.79M -$327K -1,946 -7%
126 127
128
129 130