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Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
3201
First Affirmative Financial Network
Colorado
$6.35M +$990K +4,432 +19%
UWPG
3202
Ullmann Wealth Partners Group
Florida
$6.34M +$143K +640 +2%
ACP
3203
Aveo Capital Partners
Colorado
$6.32M -$355K -1,588 -6%
WFG
3204
Wormser Freres Gestion
France
$6.31M -$3.3M -14,776 -35%
ONSWM
3205
Old North State Wealth Management
North Carolina
$6.31M +$3.01M +13,472 +99%
QWM
3206
Quaker Wealth Management
New Jersey
$6.31M +$6.04M +27,061 New
RI
3207
Redwood Investments
Massachusetts
$6.3M -$860K -3,851 -12%
EC
3208
EdgeRock Capital
Colorado
$6.3M +$6.04M +27,025 New
MCM
3209
Magnolia Capital Management
New York
$6.29M – – –
MPCA
3210
Madison Park Capital Advisors
Washington
$6.29M +$3.12M +13,982 +107%
CWM
3211
Cahaba Wealth Management
Georgia
$6.29M -$135K -606 -2%
PCMC
3212
Planning Capital Management Corporation
Pennsylvania
$6.29M +$1.13M +5,046 +23%
SCM
3213
Spreng Capital Management
Ohio
$6.29M -$3.51M -15,728 -37%
ARMT
3214
Amica Retiree Medical Trust
Rhode Island
$6.28M +$6.02M +26,958 New
PMA
3215
Prudent Man Advisors
Illinois
$6.28M -$382K -1,711 -6%
RC
3216
Rovin Capital
Arizona
$6.28M +$682K +3,055 +13%
HG
3217
Herbst Group
Connecticut
$6.27M -$127K -568 -2%
CIA
3218
Compass Ion Advisors
Pennsylvania
$6.27M +$207K +928 +4%
PFA
3219
Pinnacle Family Advisors
Missouri
$6.27M -$41.3K -185 -0.7%
GWM
3220
Gibbs Wealth Management
Georgia
$6.26M +$2.64M +11,805 +78%
AWAU
3221
Alliance Wealth Advisors (Utah)
Utah
$6.26M +$4.03M +18,062 +206%
BSHC
3222
Breed's Hill Capital
Massachusetts
$6.25M +$60.5K +271 +1%
IAM
3223
Impact Asset Management
$6.24M +$5.99M +26,801 New
LSA
3224
Lion Street Advisors
Texas
$6.23M -$326K -1,461 -5%
SWM
3225
Salvus Wealth Management
New Jersey
$6.22M +$615K +2,755 +12%
127 128
129
130 131