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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
5151
Columbia Advisory Partners
Washington
$1.48M -$40.9K -157 -3%
AWMI
5152
Aegis Wealth Management (Iowa)
Iowa
$1.48M -$48.7K -187 -3%
HSWM
5153
Hubbell Strickland Wealth Management
Louisiana
$1.48M -$77.3K -297 -5%
2WWM
5154
21 West Wealth Management
California
$1.48M -$12K -46 -0.8%
GIM
5155
Groesbeck Investment Management
New Jersey
$1.48M -$5.21K -20 -0.3%
HB
5156
Horizon Bancorp
Indiana
$1.48M +$8.33K +32 +0.6%
IPA
5157
Investment Planning Advisors
Georgia
$1.48M +$178K +683 +13%
OC
5158
Optima Capital
Oregon
$1.47M -$48.1K -185 -3%
PC
5159
Permanens Capital
New York
$1.47M – – –
CF
5160
Carter Financial
California
$1.47M – – –
PCM
5161
Ping Capital Management
New York
$1.47M -$2.76M -10,600 -65%
FWA
5162
FORM Wealth Advisors
Wisconsin
$1.47M -$34.4K -132 -2%
CWM
5163
Copia Wealth Management
Oregon
$1.47M -$142K -547 -9%
AC
5164
AWM Capital
Arizona
$1.47M +$22.9K +88 +2%
HCP
5165
Hardin Capital Partners
South Carolina
$1.47M +$29.9K +115 +2%
EWM
5166
Evolution Wealth Management
Florida
$1.47M +$459K +1,764 +44%
UCM
5167
Up Capital Management
California
$1.47M -$10.9K -42 -0.7%
BWL
5168
Beacon Wealthcare LLC
North Carolina
$1.47M -$9.11K -35 -0.6%
SLA
5169
Silver Lake Advisory
Utah
$1.47M +$5.73K +22 +0.4%
PPP
5170
Prism Planning Partners
Illinois
$1.46M -$550K -2,114 -27%
NP
5171
Ninepoint Partners
Ontario, Canada
$1.46M – – –
SWA
5172
Sightline Wealth Advisors
Connecticut
$1.46M -$182K -699 -11%
OL
5173
Odyssean LLC
Connecticut
$1.46M +$773K +2,972 +107%
DA
5174
DCF Advisers
Connecticut
$1.46M -$911K -3,500 -38%
BFS
5175
Bare Financial Services
Pennsylvania
$1.46M +$71.6K +275 +5%
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