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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4201
Frontier Asset Management
Wyoming
$1.01M +$645K +3,703 +244%
BWM
4202
Blossom Wealth Management
California
$1.01M +$257K +1,475 +39%
TBC
4203
Ted Buchan & Co
California
$1.01M -$20.2K -116 -2%
PMIA
4204
Patrick Mauro Investment Advisor
Illinois
$1.01M +$174 +1 +0%
PWS
4205
Precision Wealth Strategies
Missouri
$1.01M -$102K -585 -10%
CM
4206
Capital Management
Virginia
$1M -$66.2K -380 -7%
CCP
4207
Cassia Capital Partners
North Carolina
$999K +$41.8K +240 +5%
TWP
4208
Total Wealth Planning
Ohio
$999K -$11.8K -68 -1%
FL
4209
Fort LP
Maryland
$995K +$157K +900 +21%
JC
4210
Jentner Corp
Ohio
$993K +$35.2K +202 +4%
TLFA
4211
True Link Financial Advisors
California
$985K +$465K +2,670 +111%
FFIC
4212
First Fiduciary Investment Counsel
Ohio
$985K – – –
SFP
4213
Strategic Financial Partners
Oregon
$981K -$4.71K -27 -0.5%
DC
4214
Defender Capital
North Carolina
$980K -$371K -2,129 -30%
SCM
4215
Stordahl Capital Management
Colorado
$979K +$174 +1 +0%
NFG
4216
Northeast Financial Group
Pennsylvania
$976K -$1.19M -6,836 -58%
TDWM
4217
Topel & Distasi Wealth Management
California
$968K -$222K -1,273 -20%
LG
4218
Lane Generational
Massachusetts
$967K -$9.93K -57 -1%
STB
4219
S&T Bank
Pennsylvania
$961K -$79.8K -458 -8%
WWM
4220
Wiser Wealth Management
Georgia
$960K – – –
C
4221
Covestor
United Kingdom
$953K -$12.9K -74 -1%
THL
4222
Tillman Hartley LLC
Colorado
$951K +$13.6K +78 +2%
CPA
4223
Cowen Prime Advisors
New York
$951K – – –
SWM
4224
Seaside Wealth Management
California
$944K +$174 +1 +0%
LCM
4225
Lunt Capital Management
Utah
$938K +$843K +4,837 New
167 168
169
170 171