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Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
2826
Beck Bode LLC
Massachusetts
$209K -$51.1K -1,046 -21%
KA
2827
Kearns & Associates
California
$209K +$195K +4,000 New
VP
2828
Verum Partners
North Carolina
$208K +$194K +3,982 New
ZAM
2829
Zevin Asset Management
Massachusetts
$208K +$195K +3,985 New
BFG
2830
Barber Financial Group
Kansas
$208K +$194K +3,974 New
CWP
2831
Curated Wealth Partners
California
$208K +$194K +3,970 New
HP
2832
HT Partners
Connecticut
$207K +$194K +3,966 New
LW
2833
Libra Wealth
California
$207K +$194K +3,966 New
OWP
2834
Obermeyer Wealth Partners
Colorado
$207K -$83.4K -1,708 -30%
CRWM
2835
Castle Rock Wealth Management
California
$207K -$1.27K -26 -0.6%
WE
2836
Wealth Effects
Massachusetts
$207K +$193K +3,951 New
CC
2837
Constitution Capital
Connecticut
$206K +$193K +3,950 New
MWA
2838
Motive Wealth Advisors
Michigan
$206K -$21.5K -440 -10%
FFG
2839
Fortem Financial Group
California
$206K -$16.3K -333 -8%
MIOT
2840
Massachusetts Institute of Technology
Massachusetts
$205K +$192K +3,930 New
MWM
2841
Merriman Wealth Management
Washington
$205K -$18.6K -380 -9%
SFC
2842
Strategic Financial Concepts
Texas
$205K +$191K +3,920 New
SIC
2843
SJS Investment Consulting
Ohio
$204K +$5.81K +119 +3%
HA
2844
Hamel Associates
New Jersey
$202K +$189K +3,865 New
NIA
2845
NIA Impact Advisors
California
$201K +$188K +3,852 New
CFO
2846
Custos Family Office
Texas
$201K +$188K +3,842 New
RG
2847
Richelieu Gestion
France
$199K +$186K +3,800 New
EI
2848
Ellevest Inc
New York
$197K +$49.9K +1,021 +37%
FFL
2849
Financial Freedom LLC
Ohio
$196K +$1.12K +23 +0.6%
SWM
2850
Sugarloaf Wealth Management
Georgia
$195K -$25.9K -530 -12%
112 113
114
115 116