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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2501
Vigilare Wealth Management
Arizona
$209K -$418K -1,450 -68%
NCM
2502
NCM Capital Management
New Jersey
$209K +$201K +695 New
JBA
2503
Johnson Bixby & Associates
Washington
$209K +$200K +694 New
GCP
2504
Gill Capital Partners
Colorado
$208K – – –
RIM
2505
Rockbridge Investment Management
New York
$208K – – –
SFP
2506
Sandbox Financial Partners
Maryland
$208K +$199K +691 New
DBRC
2507
D.B. Root & Company
Pennsylvania
$208K -$165K -573 -45%
NCTC
2508
New Covenant Trust Company
Indiana
$208K +$199K +689 New
ABC
2509
Associated Banc-Corp
Wisconsin
$207K +$198K +687 New
MWM
2510
Marion Wealth Management
Pennsylvania
$207K +$198K +686 New
RWM
2511
RBA Wealth Management
California
$207K +$198K +686 New
W
2512
WealthCollab
Washington
$206K -$14.1K -49 -7%
TFG
2513
Taylor Financial Group
Virginia
$206K +$198K +685 New
CWM
2514
Cherrydale Wealth Management
New Jersey
$206K +$197K +684 New
MCM
2515
Monarch Capital Management
Indiana
$206K +$197K +683 New
TCG
2516
Transcendent Capital Group
Oklahoma
$206K -$558K -1,934 -74%
SHF
2517
Stage Harbor Financial
Massachusetts
$205K +$197K +682 New
WCG
2518
Weaver Consulting Group
California
$205K +$196K +681 New
WH
2519
Willner & Heller
California
$205K +$196K +681 New
UAML
2520
US Asset Management LLC
Pennsylvania
$205K +$196K +681 New
AF
2521
Affiance Financial
Minnesota
$204K +$195K +677 New
D
2522
Diversified
Delaware
$204K +$195K +676 New
RA
2523
Riverstone Advisors
Texas
$204K +$195K +676 New
SPC
2524
Stewart & Patten Company
California
$203K -$28.9K -100 -13%
TSWM
2525
Tyler-Stone Wealth Management
Ohio
$203K +$5.19K +18 +3%
99 100
101
102 103