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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3476
Motive Wealth Advisors
Michigan
$832K +$67.4K +590 +10%
TFA
3477
Tranquilli Financial Advisor
New Jersey
$823K +$799 +7 +0.1%
TSW
3478
Thompson Siegel & Walmsley
Virginia
$823K – – –
IIA
3479
Integral Investment Advisors
California
$823K -$76.2K -667 -10%
SCM
3480
Seascape Capital Management
New Hampshire
$819K +$3.65K +32 +0.5%
VDI
3481
Vaughan David Investments
Illinois
$817K -$38.5K -337 -5%
AW
3482
Avion Wealth
Texas
$816K +$53.7K +470 +8%
SFWA
3483
Summit Financial Wealth Advisors
Louisiana
$815K +$19.4K +170 +3%
PFP
3484
Paragon Financial Partners
California
$812K -$6.85K -60 -1%
PRWA
3485
Platte River Wealth Advisors
Colorado
$807K +$20K +175 +3%
VAG
3486
VisionPoint Advisory Group
Texas
$806K -$675K -5,910 -49%
HFM
3487
Hartford Funds Management
Pennsylvania
$806K +$166K +1,450 +31%
CAP
3488
Columbia Advisory Partners
Washington
$804K -$32.2K -282 -4%
QFA
3489
Quantum Financial Advisors
California
$802K +$65.7K +575 +10%
ATWA
3490
Arbor Trust Wealth Advisors
Michigan
$802K -$204K -1,789 -23%
PWA
3491
PCG Wealth Advisors
Kansas
$802K +$27.4K +240 +4%
PGF
3492
Plan Group Financial
Oklahoma
$801K +$655K +5,737 New
MFS
3493
Madrona Financial Services
Washington
$800K +$21.7K +190 +3%
WAL
3494
W Advisors LLC
Tennessee
$797K – – –
LFA
3495
Lauterbach Financial Advisors
Texas
$796K -$22.2K -194 -3%
MWM
3496
McNaughton Wealth Management
California
$795K -$12.1K -106 -2%
JSAM
3497
J. Safra Asset Management
New York
$794K +$3.88K +34 +0.6%
SC
3498
Saiph Capital
New Jersey
$791K -$281K -2,462 -29%
WA
3499
Wealthstream Advisors
New York
$791K +$247K +2,167 +56%
EA
3500
Echo45 Advisors
California
$790K -$49.9K -437 -7%
138 139
140
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