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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2301
Alpine Bank Wealth Management
Colorado
$241K +$225K +879 New
CFSG
2302
Clark Financial Services Group
Missouri
$240K +$225K +877 New
FDCP
2303
Foster Dykema Cabot & Partners
Massachusetts
$239K +$207K +808 +1,243%
SNBOSD
2304
Security National Bank of So Dak
Iowa
$239K – – –
HB
2305
HTLF Bank
Colorado
$238K -$94.3K -368 -30%
WP
2306
Woodline Partners
California
$238K -$26.7M -104,104 -99%
AM
2307
Account Management
Massachusetts
$237K -$19.2K -75 -8%
WE
2308
Wealth Effects
Massachusetts
$237K +$7.68K +30 +4%
KSWWM
2309
Keyes Stange & Wooten Wealth Management
Florida
$236K -$4.61K -18 -2%
WSWA
2310
Warren Street Wealth Advisors
California
$236K +$768 +3 +0.3%
AIM
2311
Arcadia Investment Management
Michigan
$234K +$6.92K +27 +3%
M1FG
2312
Mach-1 Financial Group
Arkansas
$234K +$219K +855 New
FC
2313
Forte Capital
New York
$233K +$4.87K +19 +2%
BCG
2314
Breakwater Capital Group
New Jersey
$233K +$4.61K +18 +2%
UAML
2315
US Asset Management LLC
Pennsylvania
$233K +$174K +681 New
CFP
2316
Cascade Financial Partners
California
$233K +$1.54K +6 +0.7%
CGA
2317
Crescent Grove Advisors
Illinois
$232K -$114K -445 -34%
QFA
2318
Quantum Financial Advisors
California
$230K – – –
GWM
2319
Gray Wealth Management
Maine
$230K -$3.59K -14 -2%
AF
2320
Affiance Financial
Minnesota
$230K – – –
CWA
2321
Canvas Wealth Advisors
Kansas
$229K +$215K +838 New
AWA
2322
Archvest Wealth Advisors
California
$229K – – –
SW
2323
SkyOak Wealth
Michigan
$229K – – –
AC
2324
Allstate Corporation
Illinois
$228K -$596K -2,328 -74%
MPCL
2325
My Personal CFO LLC
Washington
$228K -$27.4K -107 -11%
91 92
93
94 95