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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3951
ForthRight Wealth Management
Georgia
$731K -$14.7K -105 -2%
NVIM
3952
New Vernon Investment Management
Illinois
$731K +$674K +4,809 New
REMPR
3953
Roof Eidam Maycock Peralta (REMP)
California
$726K – – –
AFTS
3954
American Financial & Tax Strategies
New York
$726K +$670K +4,780 New
TC
3955
Trilogy Capital
California
$725K +$31.4K +224 +5%
C
3956
Covestor
United Kingdom
$725K +$39.3K +280 +6%
WAM
3957
Winslow Asset Management
Ohio
$721K – – –
OPPS
3958
Obsidian Personal Planning Solutions
Maryland
$721K +$104K +745 +19%
SAS
3959
Stelac Advisory Services
New York
$721K -$98.1K -700 -13%
PDM
3960
Penn Davis McFarland
Texas
$718K -$2.1K -15 -0.3%
RCM
3961
Regency Capital Management
Hawaii
$717K +$28K +200 +4%
FCG
3962
Fielder Capital Group
Tennessee
$717K +$661K +4,717 New
BAWC
3963
Boyce & Associates Wealth Consulting
Texas
$715K +$16.4K +117 +3%
MWA
3964
Motive Wealth Advisors
Michigan
$715K -$154K -1,098 -19%
CGFA
3965
Colton Groome Financial Advisors
North Carolina
$714K +$66.6K +475 +11%
BBNB
3966
Baker Boyer National Bank
Washington
$712K +$59.7K +426 +10%
HA
3967
HC Advisors
Georgia
$711K – – –
RF
3968
Robinswood Financial
Washington
$711K -$50.9K -363 -7%
PCFFS
3969
Pacific Center for Financial Services
California
$711K -$60K -428 -8%
CWM
3970
Cabot Wealth Management
Massachusetts
$711K -$47.7K -340 -7%
TDC
3971
Thompson Davis & Co
Virginia
$710K +$357K +2,550 +120%
KA
3972
Kearns & Associates
California
$708K – – –
RC
3973
Rovin Capital
Arizona
$708K -$2.66K -19 -0.4%
MHR
3974
Matthew Hamilton Rosenberg
$706K -$20K -143 -3%
OGF
3975
Orin Green Financial
California
$705K – – –
157 158
159
160 161