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Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
3201
Avantra Family Wealth
Pennsylvania
$7.83M +$109K +405 +1%
BWAM
3202
Boyd Watterson Asset Management
Ohio
$7.83M -$178K -664 -2%
WPWM
3203
Western Pacific Wealth Management
Illinois
$7.83M -$2.04M -7,613 -21%
PMA
3204
Prudent Man Advisors
Illinois
$7.82M -$130K -485 -2%
BCM
3205
Barrier Capital Management
California
$7.8M +$7.7M +28,700 New
OC
3206
Opal Capital
Florida
$7.8M +$7.63M +28,419 New
RP
3207
Raelipskie Partnership
Ontario, Canada
$7.79M +$829K +3,087 +12%
OPW
3208
Osprey Private Wealth
New York
$7.78M +$2.73M +10,173 +55%
BCFD
3209
Boit C.F. David
$7.78M – – –
CMP
3210
Christine Messmer PC
Pennsylvania
$7.78M +$7.68M +28,619 New
TIM
3211
Total Investment Management
Arizona
$7.78M +$34.9K +130 +0.5%
CGFA
3212
Colton Groome Financial Advisors
North Carolina
$7.78M +$391K +1,456 +5%
MAG
3213
Mayfair Advisory Group
Alabama
$7.77M -$67.4K -251 -0.9%
EC
3214
EdgeRock Capital
Colorado
$7.77M +$432K +1,609 +6%
FF
3215
Farrow Financial
Vermont
$7.77M -$2.2M -8,205 -22%
GFWA
3216
Grey Fox Wealth Advisors
Delaware
$7.76M -$458K -1,706 -6%
FWP
3217
Firethorn Wealth Partners
Georgia
$7.75M -$61.5K -229 -0.8%
FCB
3218
First County Bank
Connecticut
$7.74M -$203K -757 -3%
OPWM
3219
Oxinas Partners Wealth Management
Indiana
$7.74M -$232K -863 -3%
CFCI
3220
Comprehensive Financial Consultants Institutional
Indiana
$7.72M -$441K -1,642 -5%
MWM
3221
MGB Wealth Management
Texas
$7.72M +$50.2K +187 +0.7%
PFA
3222
Plotkin Financial Advisors
Maryland
$7.71M -$25.5K -95 -0.3%
CI
3223
Ceera Investments
Texas
$7.71M -$620K -2,309 -8%
NCM
3224
Next Capital Management
New York
$7.71M +$173K +643 +2%
FA
3225
Fiducient Advisors
Illinois
$7.71M +$1.45M +5,401 +24%
127 128
129
130 131