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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
4176
TPG Financial Advisors
Oregon
$777K +$738K +4,020 New
BBWP
4177
Beacon Bridge Wealth Partners
Pennsylvania
$776K +$18.9K +103 +3%
BBNB
4178
Baker Boyer National Bank
Washington
$775K -$34.2K -186 -4%
HA
4179
Hamel Associates
New Jersey
$774K -$54.2K -295 -7%
SDWMA
4180
Schneider Downs Wealth Management Advisors
Pennsylvania
$773K -$54K -294 -7%
LC
4181
Longitude (Cayman)
Cayman Islands
$773K +$184K +1,000 +33%
FPF
4182
First Pacific Financial
Washington
$771K +$297K +1,619 +68%
SSC
4183
Syverson Strege & Co
Iowa
$769K +$297K +1,619 +69%
PP
4184
Peconic Partners
New York
$769K – – –
MWM
4185
Massachusetts Wealth Management
Massachusetts
$769K +$27.7K +151 +4%
LIG
4186
Lokken Investment Group
Delaware
$767K +$83K +452 +13%
DI
4187
DAGCO Inc
Ohio
$766K +$9.92K +54 +1%
TIM
4188
Tortoise Investment Management
New York
$765K -$53.3K -290 -7%
CAG
4189
Compass Advisory Group
New York
$765K – – –
LC
4190
Lavaca Capital
Texas
$763K – – –
BCFD
4191
Boit C.F. David
$761K – – –
MI
4192
Motiv8 Investments
Florida
$760K -$25.4K -138 -3%
CPWM
4193
Cypress Point Wealth Management
Texas
$758K -$367 -2 -0.1%
GCAC
4194
Guardian Capital Advisors (Canada)
Ontario, Canada
$756K -$187K -1,020 -21%
IFU
4195
iSAM Funds (UK)
United Kingdom
$754K +$717K +3,904 New
FG
4196
Fairman Group
Pennsylvania
$754K +$320K +1,742 +81%
PP
4197
PrairieView Partners
Minnesota
$753K +$551 +3 +0.1%
CCG
4198
Capital CS Group
California
$752K -$25.4K -138 -3%
PWA
4199
Phoenix Wealth Advisors
North Carolina
$752K +$70K +381 +11%
OAS
4200
Optivise Advisory Services
Tennessee
$752K +$714K +3,889 New
166 167
168
169 170