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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
1601
Johnson Financial Group LLC (Colorado)
Colorado
$204K +$5.21K +22 +2%
PG
1602
Prostatis Group
Maryland
$204K +$236K +996 New
KF
1603
Kelsey Financial
California
$204K +$235K +993 New
VAS
1604
Vestmark Advisory Solutions
Massachusetts
$204K +$235K +993 New
AWM
1605
Avior Wealth Management
Nebraska
$203K -$128K -539 -35%
WAOI
1606
Wealth Advisors of Iowa
Iowa
$203K -$35.5K -150 -13%
IA
1607
IFC Advisors
California
$202K -$13.5K -57 -5%
FFG
1608
Fiduciary Financial Group
California
$201K +$233K +982 New
CWM
1609
Cornerstone Wealth Management
Missouri
$201K -$100K -424 -30%
PFG
1610
Putney Financial Group
California
$201K -$4.26K -18 -2%
CPBTD
1611
Central Pacific Bank - Trust Division
Hawaii
$200K +$53.8K +227 +30%
BWA
1612
Basecamp Wealth Advisors
Washington
$195K -$28.2K -119 -11%
EWM
1613
Evermay Wealth Management
Virginia
$194K +$16.6K +70 +8%
GFA
1614
Godfrey Financial Associates
New York
$193K – – –
BCWM
1615
Bartlett & Co Wealth Management
Ohio
$192K -$361K -1,523 -62%
MAM
1616
Meeder Asset Management
Ohio
$192K +$168K +710 +316%
LI
1617
LRI Investments
Florida
$190K -$114K -483 -34%
TFA
1618
Transamerica Financial Advisors
Florida
$188K -$22.3K -94 -9%
QC
1619
Quent Capital
New York
$181K -$25.1K -106 -11%
WCM
1620
Winthrop Capital Management
Indiana
$181K +$474 +2 +0.2%
HFM
1621
Hartford Financial Management
Connecticut
$178K – – –
RYIA
1622
Roehl & Yi Investment Advisors
Oregon
$177K -$15.6K -66 -0.3%
PTC
1623
Private Trust Company
Ohio
$173K -$109K -461 -35%
YDMI
1624
Y.D. More Investments
Israel
$173K +$199K +842 New
W
1625
WealthCollab
Washington
$170K +$18K +76 +10%
63 64
65
66 67