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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3151
Walkner Condon Financial Advisors
Wisconsin
$2.45M +$568K +3,401 +33%
VF
3152
Vest Financial
Virginia
$2.44M +$2.26M +13,544 New
CA
3153
Capital Advantage
California
$2.44M +$63.4K +380 +3%
HKIMG
3154
Hutchens & Kramer Investment Management Group
Indiana
$2.44M +$95.5K +572 +4%
TWM
3155
TriaGen Wealth Management
California
$2.43M +$816K +4,887 +57%
DAM
3156
Doheny Asset Management
California
$2.43M +$451K +2,700 +25%
WCG
3157
Weaver Consulting Group
California
$2.43M -$23.7K -142 -1%
WIM
3158
Wittenberg Investment Management
Massachusetts
$2.43M -$2.28M -13,650 -50%
PM
3159
Parametrica Management
Hong Kong
$2.43M +$2.25M +13,474 New
CHA
3160
Cooper/Haims Advisors
New York
$2.43M +$274K +1,644 +14%
PWA
3161
Providence Wealth Advisors
Illinois
$2.43M +$208K +1,247 +10%
UL
3162
Unionview LLC
Washington
$2.43M -$20K -120 -0.9%
MFG
3163
Mosaic Financial Group
Illinois
$2.42M +$2.24M +13,438 New
HIM
3164
Hillsdale Investment Management
Ontario, Canada
$2.42M +$81.1K +486 +4%
SIM
3165
SSI Investment Management
California
$2.42M +$129K +770 +6%
F4L
3166
Fortune 45 LLC
Louisiana
$2.41M +$4.84K +29 +0.2%
MAC
3167
Mason & Associates (California)
California
$2.41M -$2.67K -16 -0.1%
WCM
3168
Weaver Capital Management
Georgia
$2.41M -$10.8K -65 -0.5%
BCM
3169
Barden Capital Management
Texas
$2.4M -$436K -2,612 -16%
EM
3170
Excalibur Management
Massachusetts
$2.39M +$156K +932 +8%
HFP
3171
Holistic Financial Partners
Indiana
$2.39M +$19K +114 +0.9%
WLPWM
3172
Walled Lake Planning & Wealth Management
Illinois
$2.39M -$13.4K -80 -0.6%
4WM
3173
4J Wealth Management
Virginia
$2.39M -$20K -120 -0.9%
FWP
3174
Falcon Wealth Planning
California
$2.38M +$348K +2,086 +19%
SSCM
3175
Spectrum Strategic Capital Management
Oregon
$2.38M -$130K -779 -6%
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