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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2951
Centerpoint Advisors
Massachusetts
$1.14M -$51.7K -300 -4%
NC
2952
NovaPoint Capital
Georgia
$1.14M +$31K +180 +3%
LWP
2953
Legacy Wealth Planning
Nevada
$1.14M -$17.2K -100 -1%
SFWA
2954
Summit Financial Wealth Advisors
Louisiana
$1.14M +$6.9K +40 +0.6%
NCM
2955
New Capital Management
Texas
$1.14M +$1.2M +6,980 New
RWMH
2956
Riverpoint Wealth Management Holdings
Illinois
$1.14M -$79.3K -460 -6%
DMBA
2957
Deseret Mutual Benefit Administrators
Utah
$1.13M -$41.4K -240 -3%
BFG
2958
Barber Financial Group
Kansas
$1.13M -$37.9K -220 -3%
D
2959
Diversified
Delaware
$1.12M – – –
JWM
2960
Janiczek Wealth Management
Colorado
$1.12M +$245K +1,420 +26%
PIFP
2961
Partners in Financial Planning
Virginia
$1.12M – – –
AWAP
2962
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M +$86.2K +500 +8%
BBP
2963
Banco BTG Pactual
Brazil
$1.12M +$86.2K +500 +8%
ASFA
2964
All Season Financial Advisors
Colorado
$1.11M +$3.45K +20 +0.3%
OWA
2965
Opal Wealth Advisors
New York
$1.11M -$749K -4,340 -39%
CC
2966
Callan Capital
California
$1.11M -$93.1K -540 -7%
TWM
2967
TriaGen Wealth Management
California
$1.11M +$24.1K +140 +2%
WFPG
2968
Waller Financial Planning Group
Ohio
$1.11M +$110K +640 +10%
MGIA
2969
Matthew Goff Investment Advisor
Texas
$1.11M +$642K +3,720 +123%
TSW
2970
Thompson Siegel & Walmsley
Virginia
$1.1M – – –
AFM
2971
Andesa Financial Management
Pennsylvania
$1.1M -$304K -1,760 -21%
NQWM
2972
Northwest Quadrant Wealth Management
Oregon
$1.1M – – –
CC
2973
Copperleaf Capital
North Carolina
$1.1M +$17.2K +100 +2%
KFP
2974
KB Financial Partners
New Jersey
$1.09M -$41.4K -240 -3%
NIC
2975
Northwest Investment Counselors
Oregon
$1.09M +$166K +960 +17%
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