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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
4326
Black Point Wealth Management
Florida
$1.81M +$1.6M +8,573 New
OGF
4327
Orin Green Financial
California
$1.8M +$104K +560 +7%
CWM
4328
Cedar Wealth Management
California
$1.8M -$30.8K -165 -2%
SGC
4329
Slocum, Gordon & Co
Rhode Island
$1.8M +$55.9K +300 +4%
TCM
4330
Tran Capital Management
California
$1.79M +$1.22M +6,559 +335%
EMFAT
4331
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.79M +$189K +1,012 +13%
BWA
4332
BlueSky Wealth Advisors
North Carolina
$1.79M +$470K +2,521 +42%
NA
4333
Nordwand Advisors
Pennsylvania
$1.79M – – –
LJCM
4334
Lee Johnson Capital Management
Texas
$1.79M -$41.4K -222 -3%
FRM
4335
Fox Run Management
Connecticut
$1.79M +$932 +5 +0.1%
OWM
4336
Orgel Wealth Management
Wisconsin
$1.79M +$66.9K +359 +4%
AI
4337
Auour Investments
Massachusetts
$1.79M – – –
SCP
4338
Sender Company & Partners
New York
$1.79M -$830K -4,450 -34%
DB
4339
Dravo Bay
Delaware
$1.79M -$66.8K -358 -4%
BMCM
4340
Burns Matteson Capital Management
New York
$1.78M +$424K +2,274 +37%
MWM
4341
McNaughton Wealth Management
California
$1.78M +$75.2K +403 +5%
FWM
4342
Foguth Wealth Management
Michigan
$1.78M +$184K +988 +13%
KA
4343
Kooman & Associates
Pennsylvania
$1.78M +$14.5K +78 +0.9%
DWA
4344
Delta Wealth Advisors
Indiana
$1.77M +$135K +724 +9%
EP
4345
Essential Planning
New Hampshire
$1.77M -$19.8K -106 -1%
KNFPWM
4346
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.77M -$77.2K -414 -5%
BBL
4347
Beck Bode LLC
Massachusetts
$1.77M -$203K -1,086 -11%
CA
4348
Claris Advisors
Missouri
$1.76M +$23.7K +127 +2%
WA
4349
Waterford Advisors
New York
$1.76M +$4.1K +22 +0.3%
PCOTEOTHU
4350
Provident Company of the Employees of the Hebrew University
Israel
$1.76M +$1.56M +8,363 New
172 173
174
175 176