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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2676
Summit Asset Management
Tennessee
$307K -$4.34K -85 -1%
LF
2677
LifeSteps Financial
California
$306K – – –
S
2678
Sachetta
Massachusetts
$306K +$309K +6,057 New
CIC
2679
Cutler Investment Counsel
Oregon
$306K -$6.13K -120 -2%
MAA
2680
Mraz Amerine & Associates
California
$305K +$6.08K +119 +2%
UL
2681
Unionview LLC
Washington
$305K +$63.9K +1,251 +26%
BSI
2682
Bennett Selby Investments
Maine
$305K +$34.2K +669 +12%
AT
2683
Avalon Trust
New Mexico
$304K +$5.57K +109 +2%
MAM
2684
McLean Asset Management
Virginia
$303K +$9.25K +181 +3%
AR
2685
Apeiron RIA
Texas
$303K +$8.63K +169 +3%
HP
2686
Holistic Planning
Texas
$303K +$306K +5,995 New
CAM
2687
Cacti Asset Management
Georgia
$303K – – –
AWM
2688
Abound Wealth Management
Tennessee
$302K +$11.6K +228 +4%
AS
2689
Altshuler Shaham
Israel
$301K +$284K +5,563 +1,384%
BFAG
2690
Blackston Financial Advisory Group
Florida
$301K -$25.1K -491 -8%
PO
2691
Private Ocean
California
$301K +$11.6K +228 +4%
SAW
2692
Signal Advisors Wealth
Michigan
$299K +$303K +5,926 New
MWC
2693
MBM Wealth Consultants
Missouri
$299K +$292K +5,719 New
AL
2694
ACAS LLC
California
$299K +$51 +1 +0%
SCM
2695
Sitrin Capital Management
California
$298K -$4.06M -79,403 -93%
BFM
2696
Boothbay Fund Management
New York
$298K +$35.3K +690 +13%
UF
2697
Univest Financial
Pennsylvania
$298K -$46.9K -918 -13%
PG
2698
Prostatis Group
Maryland
$298K +$75.7K +1,482 +34%
APW
2699
Aurora Private Wealth
New Jersey
$295K +$56K +1,096 +23%
SWA
2700
Sax Wealth Advisors
New Jersey
$295K +$7.56K +148 +3%
106 107
108
109 110