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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
4576
OLIO Financial Planning
Virginia
$2.11M -$21.2K -94 -1%
TWD
4577
True Wealth Design
Ohio
$2.11M +$187K +826 +11%
AI
4578
Auour Investments
Massachusetts
$2.11M – – –
EIP
4579
Easterly Investment Partners
Massachusetts
$2.11M – – –
BCM
4580
Brasada Capital Management
Texas
$2.1M -$136K -600 -7%
TIAM2
4581
Tru Independence Asset Management 2
Oregon
$2.1M -$45.2K -200 -2%
WWA
4582
Wingate Wealth Advisors
Massachusetts
$2.1M +$503K +2,225 +37%
BFS
4583
Burr Financial Services
California
$2.1M -$153K -677 -8%
DCM
4584
Driehaus Capital Management
Illinois
$2.09M +$1.1M +4,873 +146%
VCM
4585
Verde Capital Management
Michigan
$2.08M +$302K +1,339 +20%
PP
4586
PFS Partners
New Jersey
$2.08M +$452 +2 +0%
NECFA
4587
New England Capital Financial Advisors
Connecticut
$2.07M +$114K +505 +7%
WAG
4588
Wallace Advisory Group
California
$2.07M -$977K -4,325 -30%
GPA
4589
Guidance Point Advisors
Massachusetts
$2.07M -$108K -477 -6%
WWWM
4590
White Wing Wealth Management
Texas
$2.06M +$904 +4 +0%
KPWM
4591
KDK Private Wealth Management
Texas
$2.06M -$170K -754 -9%
WA
4592
WPG Advisers
Maryland
$2.06M +$226K +1,001 +14%
KFP
4593
Keener Financial Planning
Texas
$2.06M +$677K +2,998 +59%
LB
4594
Legacy Bridge
Iowa
$2.06M -$2.26K -10 -0.1%
LFPWM
4595
Leicht Financial Planning & Wealth Management
New Jersey
$2.06M – – –
ACM
4596
Adalta Capital Management
New York
$2.06M +$678K +3,000 +59%
EBSAM
4597
Eubel Brady & Suttman Asset Management
Ohio
$2.05M +$7K +31 +0.4%
AWM
4598
Accredited Wealth Management
Kentucky
$2.05M -$1.86M -8,220 -99%
WAN
4599
Wealth Advisors Northwest
Oregon
$2.05M -$90.6K -401 -5%
FWS
4600
FinDec Wealth Services
California
$2.05M -$30K -133 -2%
182 183
184
185 186