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Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
3526
Encompass More Asset Management
California
$6.26M +$1.11M +4,134 +22%
TP
3527
Thayer Partners
Pennsylvania
$6.26M +$6.18M +23,017 New
DWA
3528
Delap Wealth Advisory
Oregon
$6.26M +$1.44M +5,373 +30%
SCP
3529
Seizert Capital Partners
Michigan
$6.25M -$2.19M -8,142 -26%
NWMP
3530
Noble Wealth Management PBC
Colorado
$6.25M -$121K -451 -2%
WAM
3531
Walker Asset Management
Missouri
$6.24M +$39.2K +146 +0.6%
BW
3532
BXM Wealth
Colorado
$6.24M +$322K +1,199 +6%
CCA
3533
Corps Capital Advisors
Texas
$6.24M +$1.51M +5,618 +32%
ICP
3534
Ironvine Capital Partners
Nebraska
$6.24M -$12.6M -46,982 -67%
EB
3535
Emprise Bank
Kansas
$6.22M -$25K -93 -0.4%
DWM
3536
DKM Wealth Management
California
$6.22M -$22.3K -83 -0.4%
AAM
3537
Austin Asset Management
Texas
$6.22M -$179K -667 -3%
JTF
3538
J. Team Financial
Texas
$6.21M -$116K -431 -2%
HA
3539
Hofer & Associates
California
$6.21M +$11.5K +43 +0.2%
FSWA
3540
Financial Synergies Wealth Advisors
Texas
$6.2M +$569K +2,121 +10%
FWM
3541
FFT Wealth Management
Pennsylvania
$6.2M -$1.16M -4,319 -16%
SHF
3542
Safe Harbor Fiduciary
Florida
$6.2M +$6.12M +22,796 New
OAJ
3543
Ogorek Anthony Joseph
New York
$6.2M -$141K -525 -2%
EAN
3544
Excelsior Advisor Network
Colorado
$6.2M +$6.12M +22,794 New
PFM
3545
Phillips Financial Management
Indiana
$6.2M -$435K -1,620 -7%
NFC
3546
Northstar Financial Companies
Pennsylvania
$6.19M +$79.2K +295 +1%
CHA
3547
Cooper/Haims Advisors
New York
$6.19M -$38.7K -144 -0.6%
SCM
3548
Spreng Capital Management
Ohio
$6.18M -$155K -576 -2%
MA
3549
Mosaic Advisors
Texas
$6.17M -$489K -1,820 -7%
AFS
3550
AFG Fiduciary Services
Massachusetts
$6.17M +$4.53M +16,882 +290%
140 141
142
143 144