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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
3676
Caliber Wealth Management (Utah)
Utah
$3.21M +$41.7K +226 +1%
CFC
3677
Coyle Financial Counsel
Illinois
$3.21M -$77.2K -418 -2%
WSWA
3678
Warren Street Wealth Advisors
California
$3.21M +$287K +1,557 +10%
GIM
3679
Greylin Investment Management
Virginia
$3.21M -$1.29K -7 -0%
CFS
3680
CGC Financial Services
Oregon
$3.2M +$137K +742 +5%
MPCG
3681
Matrix Private Capital Group
New York
$3.2M -$793K -4,296 -21%
W
3682
WorthPointe
California
$3.19M -$259K -1,404 -8%
FCM
3683
Fortis Capital Management
Washington
$3.19M +$425K +2,303 +16%
JIC
3684
JRM Investment Counsel
Nebraska
$3.19M -$67.9K -368 -2%
KFS
3685
Kelly Financial Services
Massachusetts
$3.18M -$210K -1,136 -6%
FAM
3686
Flaharty Asset Management
Florida
$3.18M -$55K -298 -2%
SCI
3687
Stableford Capital II
Arizona
$3.17M +$71.8K +389 +2%
NJIM
3688
Nabity-Jensen Investment Management
Nebraska
$3.17M +$3.04M +16,475 New
PCMF
3689
Private Capital Management (Florida)
Florida
$3.17M -$20.1K -109 -0.7%
SG
3690
Sharper & Granite
California
$3.16M -$99.7K -540 -3%
ECM
3691
Elgethun Capital Management
South Dakota
$3.16M +$5.54K +30 +0.2%
MW
3692
Maia Wealth
Colorado
$3.16M +$3.03M +16,404 New
NQWM
3693
Northwest Quadrant Wealth Management
Oregon
$3.16M +$40.6K +220 +1%
GGA
3694
Granite Group Advisors
Connecticut
$3.15M +$3.37M +18,225 New
ICP
3695
Interchange Capital Partners
Pennsylvania
$3.15M -$354K -1,916 -11%
BFAG
3696
Blackston Financial Advisory Group
Florida
$3.13M +$15K +81 +0.5%
WA
3697
Wealthstream Advisors
New York
$3.13M +$605K +3,277 +25%
RCM
3698
Rain Capital Management
Oregon
$3.12M -$5.72K -31 -0.2%
CWM
3699
Campbell Wealth Management
Virginia
$3.12M -$615K -3,329 -17%
GIM
3700
Guild Investment Management
California
$3.11M -$993K -5,379 -25%
146 147
148
149 150