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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
3826
Blankinship & Foster
California
$5.06M -$28.2K -105 -0.6%
SSW
3827
Stone Summit Wealth
Florida
$5.06M +$201K +747 +4%
WAM
3828
WealthCare Asset Management
Missouri
$5.05M +$5.31M +19,781 New
PFG
3829
PAX Financial Group
Texas
$5.05M -$2.95K -11 -0.1%
FWM
3830
Forteris Wealth Management
New York
$5.04M +$4.98M +18,547 New
PFM
3831
Peak Financial Management
Massachusetts
$5.04M -$272K -1,012 -5%
AIA
3832
Affinity Investment Advisors
California
$5.04M +$1.32M +4,921 +36%
HCA
3833
Hardworking Capital Advisors
California
$5.04M +$4.97M +18,521 New
PWM
3834
Parkway Wealth Management
Texas
$5.02M +$4.96M +18,482 New
EWM
3835
Elevation Wealth Management
Minnesota
$5.02M +$4.96M +18,482 New
BWM
3836
Birchcreek Wealth Management
Ohio
$5.02M -$356K -1,327 -7%
GWM
3837
Gibbs Wealth Management
Georgia
$5.02M -$82.1K -306 -2%
RIP
3838
RAM Investment Partners
Washington
$5.02M -$1.18M -4,396 -19%
TPM
3839
Triasima Portfolio Management
Quebec, Canada
$5.02M +$4.69M +17,481 +1,802%
NIM
3840
Needham Investment Management
New York
$5.02M – – –
BFP
3841
Birchwood Financial Partners
Minnesota
$5.01M +$4.95M +18,440 New
WCM
3842
Winebrenner Capital Management
Kentucky
$5.01M -$190K -707 -4%
T
3843
Tidemark
California
$5.01M +$92.1K +343 +2%
IC
3844
IKE Capital
New York
$5M +$4.94M +18,403 New
TC
3845
Tannin Capital
North Carolina
$5M +$4.94M +18,392 New
RWM
3846
Ruedi Wealth Management
Illinois
$5M -$90.5K -337 -2%
CGF
3847
Constant Guidance Financial
Massachusetts
$4.99M +$847K +3,156 +21%
AIA
3848
Arbor Investment Advisors
North Carolina
$4.99M -$9.49M -35,354 -66%
WF
3849
Warner Financial
Maryland
$4.97M +$1.76M +6,566 +56%
AWM
3850
Avaii Wealth Management
Wisconsin
$4.97M +$173K +643 +4%
152 153
154
155 156