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Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
2751
Shira Ridge Wealth Management
California
$351K +$40K +651 +15%
CWG
2752
Crown Wealth Group
North Carolina
$350K +$64.7K +1,052 +26%
RTC
2753
Riverview Trust Company
Washington
$350K -$257K -4,180 -45%
DIP
2754
Davis Investment Partners
North Carolina
$349K -$30.2K -491 -9%
FWM
2755
Fonville Wealth Management
Virginia
$348K +$23.3K +379 +8%
SVCP
2756
Silicon Valley Capital Partners
California
$347K -$26.9K -437 -8%
BC
2757
Brio Consultants
California
$347K -$7.38K -120 -2%
I
2758
IMPACTfolio
Colorado
$347K – – –
CVM
2759
Cheviot Value Management
California
$346K – – –
FAM
2760
Flaharty Asset Management
Florida
$346K -$4.67K -76 -2%
MAG
2761
MRA Advisory Group
New Jersey
$346K -$109K -1,780 -26%
FFO
2762
Fortitude Family Office
Arizona
$345K -$9.77K -159 -3%
PAA
2763
Peregrine Asset Advisers
Oregon
$345K -$2.15K -35 -0.7%
BWMG
2764
Barnes Wealth Management Group
California
$344K +$10.6K +172 +4%
FA
2765
Fiducient Advisors
Illinois
$344K – – –
JAG
2766
Journey Advisory Group
Kentucky
$343K +$14.7K +240 +5%
MC
2767
Matisse Capital
Oregon
$343K -$3.75K -61 -1%
SWRP
2768
Summit Wealth & Retirement Planning
California
$343K – – –
BC
2769
Broadwater Capital
Massachusetts
$343K +$20.8M +338,344 +6,838%
WG
2770
Watchman Group
Texas
$343K – – –
RPA
2771
Redwood Park Advisors
California
$343K -$51.2K -833 -14%
AFG
2772
ABLE Financial Group
Arizona
$342K -$12.7K -207 -4%
SWA
2773
Strategies Wealth Advisors
Michigan
$342K -$3.69K -60 -1%
SIG
2774
Spinnaker Investment Group
California
$340K -$13.7K -223 -4%
HIP
2775
Harrell Investment Partners
Texas
$340K +$301K +4,894 New
109 110
111
112 113