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Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
3326
American State Bank (Iowa)
Iowa
$5.73M +$155K +667 +3%
EC
3327
EdgeRock Capital
Colorado
$5.73M -$446K -1,926 -7%
MPCA
3328
Madison Park Capital Advisors
Washington
$5.73M -$334K -1,443 -5%
AA
3329
Acorns Advisers
California
$5.73M +$951K +4,104 +19%
DA
3330
Doliver Advisors
Texas
$5.73M -$32K -138 -0.5%
PG
3331
Prostatis Group
Maryland
$5.73M -$145K -627 -2%
PWM
3332
Partners Wealth Management
California
$5.72M +$5.33K +23 +0.1%
IWA
3333
Invera Wealth Advisors
Oregon
$5.72M +$5.96M +25,741 New
PAA
3334
Peregrine Asset Advisers
Oregon
$5.71M -$2.17M -9,375 -27%
WWMSC
3335
Wagner Wealth Management (South Carolina)
South Carolina
$5.71M -$15.1K -65 -0.3%
BCFS
3336
Butensky & Cohen Financial Security
Florida
$5.71M -$78.3K -338 -1%
UWPG
3337
Ullmann Wealth Partners Group
Florida
$5.7M -$536K -2,313 -8%
VIA
3338
Vickerman Investment Advisors
Washington
$5.7M +$1.02M +4,418 +21%
OFS
3339
Orrstown Financial Services
Pennsylvania
$5.7M -$647K -2,793 -10%
SF
3340
Symphony Financial
Texas
$5.69M -$11M -47,548 -62%
WFAG
3341
Worth Financial Advisory Group
North Carolina
$5.69M +$91.5K +395 +2%
BTWM
3342
Baker Tilly Wealth Management
Wisconsin
$5.69M +$51.9K +224 +0.9%
KAM
3343
Karani Asset Management
New York
$5.69M -$565K -2,440 -9%
GCS
3344
Gordian Capital (Singapore)
Singapore
$5.69M +$475K +2,050 +9%
SL
3345
Sentry LLC
Tennessee
$5.68M +$1.62K +7 +0%
BCM
3346
BluePointe Capital Management
California
$5.68M +$1.78M +7,663 +43%
EPW
3347
Evergreen Private Wealth
Colorado
$5.68M +$9.27K +40 +0.2%
W
3348
WPWealth
Texas
$5.68M +$19K +82 +0.3%
SWM
3349
Selective Wealth Management
Virginia
$5.66M -$25.7K -111 -0.4%
ML
3350
Mayport LLC
Massachusetts
$5.65M +$290K +1,250 +5%
132 133
134
135 136