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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2651
Reyes Financial Architecture
California
$262K -$68.5K -321 -20%
RA
2652
Resolute Advisors
California
$262K +$1.92K +9 +0.7%
UWM
2653
Urban Wealth Management
California
$261K -$59.8K -280 -18%
UF
2654
Univest Financial
Pennsylvania
$261K -$1.28K -6 -0.5%
MEG
2655
Millstone Evans Group
Colorado
$261K – – –
BWM
2656
Brown Wealth Management
Illinois
$261K +$73.5K +344 +37%
GEA
2657
Glen Eagle Advisors
New Jersey
$260K +$41.9K +196 +18%
MF
2658
Manchester Financial
California
$260K -$236K -1,104 -46%
BBA
2659
BLB&B Advisors
Pennsylvania
$260K -$113K -528 -29%
VEM
2660
Vann Equity Management
Texas
$260K +$273K +1,277 New
BC
2661
Barrett & Company
Rhode Island
$259K +$53.4K +250 +24%
MVF
2662
Markin Volterra Fund
New York
$259K -$21.6K -101 -7%
TCM
2663
Telos Capital Management
California
$258K – – –
AWC
2664
Abundance Wealth Counselors
Pennsylvania
$258K -$44K -206 -14%
HCM
2665
Hengehold Capital Management
Ohio
$256K +$269K +1,260 New
HFO
2666
Heritage Family Offices
Arizona
$256K +$269K +1,260 New
DF
2667
Dunhill Financial
United Kingdom
$256K -$227K -1,061 -46%
BDFN
2668
Bond & Devick Financial Network
Minnesota
$256K +$13.9K +65 +5%
IWA
2669
IBEX Wealth Advisors
New Jersey
$256K +$268K +1,256 New
TWP
2670
TFO Wealth Partners
Ohio
$256K +$268K +1,256 New
HI
2671
Harper Investing
California
$255K +$214 +1 +0.1%
NWM
2672
Nolet Wealth Management
Texas
$255K -$641 -3 -0.2%
PFA
2673
Pathway Financial Advisers
Indiana
$255K +$35.7K +167 +15%
TGAM
2674
TBH Global Asset Management
Tennessee
$255K -$13K -61 -5%
VWA
2675
VSM Wealth Advisory
Maryland
$254K -$8.54K -40 -3%
105 106
107
108 109