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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
4226
Smith Thornton Advisors
Alabama
$2M +$139K +553 +7%
SWP
4227
Stone Wealth Partners
Louisiana
$2M +$10.8K +43 +0.5%
OGF
4228
Orin Green Financial
California
$2M -$38.9K -155 -2%
CWMS
4229
Cannon Wealth Management Services
North Carolina
$2M +$61K +243 +3%
SPW
4230
Signet Private Wealth
Illinois
$2M +$48.4K +193 +2%
AWA
4231
Ark Wealth Advisors
California
$2M +$296K +1,178 +16%
CWMP
4232
Clarion Wealth Managment Partners
Virginia
$2M +$3.01K +12 +0.1%
NCM
4233
NCM Capital Management
New Jersey
$2M +$107K +425 +5%
ONST
4234
Old North State Trust
North Carolina
$2M – – –
IWP
4235
Invenio Wealth Partners
Florida
$1.99M +$29.6K +118 +1%
SIM
4236
SSI Investment Management
California
$1.99M – – –
NQWM
4237
Northwest Quadrant Wealth Management
Oregon
$1.99M -$6.02K -24 -0.3%
BW
4238
Blalock Williams
Alabama
$1.99M +$165K +656 +9%
HFP
4239
Holistic Financial Partners
Indiana
$1.99M -$1.25M -4,988 -37%
PC
4240
Port Capital
Illinois
$1.99M +$340K +1,354 +19%
VDC
4241
Van Diest Capital
Iowa
$1.99M -$2.95M -11,737 -58%
PFA
4242
Plotkin Financial Advisors
Maryland
$1.99M +$52K +207 +3%
TCM
4243
Thoma Capital Management
Maryland
$1.99M -$89.9K -358 -4%
BA
4244
Bluesphere Advisors
Pennsylvania
$1.98M +$58K +231 +3%
MCM
4245
Magnolia Capital Management
New York
$1.98M +$2.01K +8 +0.1%
GFL
4246
Granite FO LLC
New Hampshire
$1.98M -$113K -450 -5%
RIS
4247
Richmond Investment Services
Wisconsin
$1.98M -$2.79M -11,120 -57%
CWA
4248
CJM Wealth Advisers
Virginia
$1.98M -$94.1K -375 -4%
ACL
4249
Applied Capital LLC
Florida
$1.98M +$41.9K +167 +2%
ASBI
4250
American State Bank (Iowa)
Iowa
$1.98M +$145K +579 +8%
168 169
170
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