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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1701
Dechtman Wealth Management
Colorado
$271K – – –
CFA
1702
CWS Financial Advisors
Michigan
$271K -$84.5K -411 -23%
ATFA
1703
All Terrain Financial Advisors
Minnesota
$270K +$123K +600 +75%
UAML
1704
US Asset Management LLC
Pennsylvania
$270K -$6.99K -34 -2%
BAM
1705
Blueshift Asset Management
New Jersey
$267K +$284K +1,384 New
OL
1706
Optas LLC
Texas
$267K -$205 -1 -0.1%
ST
1707
Spinnaker Trust
Maine
$266K – – –
SMA
1708
Sage Mountain Advisors
Georgia
$266K +$9.04K +44 +3%
PFG
1709
Pinnacle Financial Group
Illinois
$266K +$15.4K +75 +6%
AWA
1710
Acorn Wealth Advisors
Michigan
$265K – – –
WFI
1711
West Family Investments
California
$265K +$61.4K +299 +28%
SSWM
1712
Smith Salley Wealth Management
North Carolina
$265K -$48.7K -237 -15%
UF
1713
Univest Financial
Pennsylvania
$265K – – –
FFO
1714
Fiduciary Family Office
Florida
$265K -$86.9K -423 -24%
RGC
1715
Roberts, Glore & Co
Illinois
$265K +$47.7K +232 +20%
MPPLM
1716
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$264K +$95.5K +465 +51%
OWA
1717
Opal Wealth Advisors
New York
$263K +$9.25K +45 +3%
WWP
1718
WR Wealth Planners
Missouri
$263K -$5.55K -27 -2%
TCM
1719
Towercrest Capital Management
Pennsylvania
$262K +$13.8K +67 +5%
BAM
1720
Bellevue Asset Management
Washington
$262K -$3.29K -16 -1%
KA
1721
Kercheville Advisors
Texas
$261K -$3.08K -15 -1%
PCI
1722
Planning Center Inc
Illinois
$261K – – –
AAS
1723
Annex Advisory Services
Wisconsin
$261K -$230K -1,118 -45%
BLAM
1724
Bourne Lent Asset Management
New York
$261K – – –
IDBONY
1725
Israel Discount Bank of New York
New York
$260K +$23K +112 +9%
67 68
69
70 71