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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
3676
Narus Financial Partners
Utah
$4.09M -$108K -482 -3%
WFPG
3677
Waller Financial Planning Group
Ohio
$4.09M +$526K +2,356 +16%
JGUA
3678
John G. Ullman & Associates
New York
$4.07M -$178K -798 -4%
CNFG
3679
Creegan & Nassoura Financial Group
New Hampshire
$4.06M -$4.47K -20 -0.1%
JGCM
3680
Joseph Group Capital Management
Ohio
$4.06M +$610K +2,733 +19%
DWA
3681
Delap Wealth Advisory
Oregon
$4.06M -$403K -1,803 -9%
RW
3682
Regimen Wealth
Georgia
$4.06M +$14.5K +65 +0.4%
OPPS
3683
Obsidian Personal Planning Solutions
Maryland
$4.05M -$21.2K -95 -0.5%
EFG
3684
Elios Financial Group
Ohio
$4.05M +$3.88M +17,377 New
O3W
3685
Omni 360 Wealth
New Jersey
$4.04M +$425K +1,901 +12%
SA
3686
Shilanski & Associates
Alaska
$4.04M -$436K -1,952 -10%
IA
3687
IMZ Advisory
Florida
$4.04M -$28.4K -127 -0.7%
CIAS
3688
CBIZ Investment Advisory Services
Ohio
$4.04M -$695K -3,114 -15%
ICMM
3689
Integrated Capital Management (Michigan)
Michigan
$4.04M +$3.87M +17,318 New
GIM
3690
Guild Investment Management
California
$4.03M +$210K +940 +6%
SWM
3691
SilverOak Wealth Management
Minnesota
$4.03M +$12.3K +55 +0.3%
LIM
3692
Loudon Investment Management
New Hampshire
$4.02M -$14.5K -65 -0.4%
TAM
3693
Todd Asset Management
Kentucky
$4.02M – – –
FCM
3694
Firestone Capital Management
Florida
$4.02M +$551K +2,468 +17%
MAG
3695
M3 Advisory Group
Massachusetts
$4.02M +$256K +1,148 +7%
LA
3696
Latitude Advisors
Florida
$4.02M +$11.2K +50 +0.3%
AIM
3697
Aspen Investment Management
Michigan
$4.01M -$14.5K -65 -0.4%
CNB
3698
Camden National Bank
Maine
$4.01M +$36.4K +163 +1%
WA
3699
Wealthstream Advisors
New York
$4M +$89.1K +399 +2%
KFS
3700
Kelly Financial Services
Massachusetts
$4M +$85.3K +382 +2%
146 147
148
149 150