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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3601
Mascoma Wealth Management
New Hampshire
$5.59M -$119K -458 -2%
FAOAI
3602
Fund Advisors of America Inc
Florida
$5.59M -$460K -1,769 -7%
DWA
3603
Delap Wealth Advisory
Oregon
$5.59M -$257K -988 -4%
ACM
3604
Aspen Capital Management
Idaho
$5.59M -$152K -583 -3%
TPW
3605
Talon Private Wealth
Florida
$5.59M +$5.73M +22,018 New
FAP
3606
Financial Advisory Partners
Florida
$5.58M -$54.4K -209 -0.9%
TI
3607
Truepoint Inc
Ohio
$5.58M -$31.8K -122 -0.6%
BF
3608
Brucke Financial
Indiana
$5.58M +$207K +795 +4%
TCM
3609
TD Capital Management
Tennessee
$5.57M +$203K +780 +4%
UAM
3610
Unison Asset Management
Florida
$5.57M +$118K +454 +2%
HFO
3611
Heritage Family Offices
Arizona
$5.57M +$1.39M +5,327 +32%
LHP
3612
Lexington Hill Partners
Texas
$5.56M +$597K +2,295 +12%
EWM
3613
Elevatus Welath Management
New York
$5.55M -$5.22M -20,043 -48%
WAG
3614
Wiser Advisor Group
Arizona
$5.55M -$213K -820 -4%
KCP
3615
Kera Capital Partners
California
$5.54M +$153K +589 +3%
WG
3616
Wellington Group
Indiana
$5.54M +$172K +660 +3%
KFS
3617
Krane Financial Solutions
California
$5.53M +$5.67M +21,794 New
CP
3618
Capital Planning
Washington
$5.53M -$57K -219 -1%
EB
3619
Emprise Bank
Kansas
$5.52M -$294K -1,130 -5%
CCA
3620
Cypress Capital Advisors
Tennessee
$5.52M -$94.2K -362 -2%
FCFC
3621
First Citizens Financial Corp
Iowa
$5.51M +$271K +1,043 +5%
IFA
3622
Index Fund Advisors
California
$5.51M -$30.2K -116 -0.5%
DJYG
3623
David J. Yvars Group
Florida
$5.51M +$18K +69 +0.3%
AWA
3624
AGH Wealth Advisors
Kansas
$5.51M +$124K +477 +2%
BIP
3625
Bouvel Investment Partners
Pennsylvania
$5.5M +$5.64M +21,655 New
143 144
145
146 147