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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3376
Tanaka Capital Management
New York
$696K – – –
EWP
3377
Engrave Wealth Partners
Texas
$696K +$9.48K +75 +1%
SFO
3378
Standard Family Office
South Dakota
$696K +$779K +6,160 New
CPP
3379
Capasso Planning Partners
South Carolina
$695K +$16.4K +130 +2%
WF
3380
Wayfinding Financial
Washington
$694K -$16.6K -131 -2%
CIA
3381
Capital Impact Advisors
Massachusetts
$692K -$257K -2,036 -25%
SIM
3382
Sadoff Investment Management
Wisconsin
$692K -$72.7K -575 -9%
MFA
3383
Morling Financial Advisors
California
$692K – – –
BFA
3384
BMS Financial Advisors
South Dakota
$690K +$394K +3,114 +104%
PC
3385
Port Capital
Illinois
$689K +$7.46K +59 +1%
AWM
3386
Ameliora Wealth Management
Switzerland
$689K +$747K +5,909 +2,955%
GIA
3387
GHP Investment Advisors
Colorado
$688K +$128K +1,015 +20%
LFA
3388
Legend Financial Advisors
Pennsylvania
$688K -$1.9K -15 -0.2%
DPI
3389
Diversified Portfolios Inc
Michigan
$687K +$248K +1,960 +48%
SDWMA
3390
Schneider Downs Wealth Management Advisors
Pennsylvania
$686K -$210K -1,661 -21%
ST
3391
Sageworth Trust
Pennsylvania
$685K -$119K -941 -13%
MHR
3392
Matthew Hamilton Rosenberg
$685K +$39.9K +316 +5%
PWA
3393
Providence Wealth Advisors
Illinois
$684K -$156K -1,238 -14%
TPWM
3394
Twelve Points Wealth Management
Massachusetts
$684K +$501K +3,960 +189%
CRIG
3395
Charter Research & Investment Group
Connecticut
$683K -$7.58K -60 -1%
PDM
3396
Penn Davis McFarland
Texas
$683K – – –
DA
3397
Drake & Associates
Wisconsin
$682K +$81.3K +643 +12%
WC
3398
Weil Company
California
$682K +$246K +1,945 +48%
RWP
3399
Ridgecrest Wealth Partners
California
$679K +$116K +914 +18%
CI
3400
CAZ Investments
Texas
$678K – – –
134 135
136
137 138