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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3426
Greytown Advisors
Florida
$932K – – –
HP
3427
Hilltop Partners
Indiana
$932K +$69.3K +517 +8%
PRWA
3428
Platte River Wealth Advisors
Colorado
$931K +$152K +1,132 +18%
PCMF
3429
Private Capital Management (Florida)
Florida
$931K -$80.1K -598 -8%
KBFS
3430
Kohmann Bosshard Financial Services
Ohio
$927K -$21.3K -159 -2%
KFA
3431
Kapstone Financial Advisors
Ohio
$924K -$48.9K -365 -5%
SWM
3432
Shelton Wealth Management
Texas
$923K -$3.35K -25 -0.3%
AWM
3433
AllSquare Wealth Management
New York
$920K – – –
AR
3434
Apeiron RIA
Texas
$919K -$3.89K -29 -0.4%
WA
3435
Wealthstar Advisors
Texas
$919K -$13.4K -100 -1%
FC
3436
FCA Corp
Texas
$918K -$79.6K -594 -8%
CCA
3437
Cottonwood Capital Advisors
Utah
$918K +$101K +755 +12%
GCP
3438
Gill Capital Partners
Colorado
$917K -$49K -366 -5%
CPW
3439
Catalyst Private Wealth
California
$917K -$536 -4 -0.1%
GIM
3440
Guardian Investment Management
California
$915K – – –
OA
3441
Oxbow Advisors
Texas
$914K -$24.1K -180 -2%
CPM
3442
Connective Portfolio Management
New York
$913K +$670K +5,000 +229%
CFP
3443
Cypress Financial Planning
New Jersey
$913K +$3.48K +26 +0.4%
BA
3444
Bluesphere Advisors
Pennsylvania
$911K – – –
USB
3445
Union Savings Bank
Connecticut
$911K +$123K +920 +15%
B
3446
BetterWealth
California
$910K +$403K +3,004 +72%
PFA
3447
Pathway Financial Advisers
Indiana
$910K +$959K +7,155 New
SFS
3448
Strategic Financial Services
New York
$909K -$17.4K -130 -2%
LGWM
3449
Litman Gregory Wealth Management
California
$909K +$580K +4,327 +153%
MIM
3450
Merrion Investment Management
New Jersey
$907K -$11.4K -85 -1%
136 137
138
139 140