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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3726
Rise Advisors
New York
$384K -$2.13K -22 -0.6%
SHA
3727
Seneca House Advisors
Virginia
$384K -$147K -1,520 -29%
AAM
3728
Ameraudi Asset Management
New York
$383K +$358K +3,704 New
AS
3729
Altshuler Shaham
Israel
$382K – – –
CSWM
3730
Cassady Schiller Wealth Management
Ohio
$380K – – –
GM
3731
GeoWealth Management
Illinois
$380K -$364K -3,763 -50%
RFO
3732
RiverGlades Family Offices
Florida
$379K -$216K -2,240 -38%
VST
3733
Van Strum & Towne
California
$379K +$33.8K +350 +11%
CF
3734
Clarity Financial
Texas
$379K -$3.56M -36,870 -91%
SWIM
3735
Smallwood Wealth Investment Management
New Jersey
$376K -$553K -5,724 -61%
PFM
3736
Phillips Financial Management
Indiana
$376K +$7.83K +81 +2%
BWM
3737
Boyd Wealth Management
California
$375K – – –
CRI
3738
Commonwealth Retirement Investments
Virginia
$374K – – –
SCP
3739
Stevens Capital Partners
Nebraska
$374K +$23K +238 +7%
DWM
3740
Denver Wealth Management
Colorado
$374K -$806K -8,346 -70%
LTAS
3741
Linden Thomas Advisory Services
North Carolina
$374K +$26.6K +275 +8%
LFG
3742
Lockerman Financial Group
California
$373K +$2.9K +30 +0.8%
HPIA
3743
Hamilton Point Investment Advisors
North Carolina
$373K +$349K +3,611 New
WP
3744
Wealthspan Partners
Iowa
$372K -$44.5K -461 -11%
MPM
3745
MBB Public Markets
Illinois
$372K +$348K +3,600 New
BBWP
3746
Beacon Bridge Wealth Partners
Pennsylvania
$371K +$114K +1,176 +49%
RWM
3747
Reston Wealth Management
Virginia
$369K +$17.1K +177 +5%
HPWM
3748
High Pines Wealth Management
Massachusetts
$369K +$37.2K +385 +12%
IWP
3749
Insight Wealth Partners
Texas
$368K +$102K +1,060 +42%
LIM
3750
Lathrop Investment Management
Arkansas
$368K -$5.12K -53 -1%
148 149
150
151 152