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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2901
Cottage Street Advisors
Massachusetts
$265K +$1.11K +18 +0.4%
JJBC
2902
James J. Burns & Company
New York
$264K +$1.91K +31 +0.7%
RWM
2903
Rockline Wealth Management
New York
$264K +$11K +178 +4%
BIM
2904
Barton Investment Management
Pennsylvania
$263K – – –
PPA
2905
Pacific Point Advisors
California
$263K – – –
NFA
2906
Northwest Financial Advisors
Virginia
$263K -$3.33K -54 -1%
VPP
2907
Vertex Planning Partners
Illinois
$263K +$9.11K +148 +4%
SOAG
2908
Silver Oak Advisory Group
Oregon
$262K +$49.3K +800 +23%
DA
2909
Dover Advisors
Virginia
$262K – – –
OFG
2910
Oxford Financial Group
Indiana
$262K -$351K -5,699 -57%
NPFS
2911
Novak & Powell Financial Services
Florida
$260K -$4.92K -80 -2%
HWM
2912
Hobbs Wealth Management
Indiana
$260K +$18.3K +297 +8%
PPW
2913
Parcion Private Wealth
Washington
$259K +$259K +4,202 New
LWA
2914
Ledgewood Wealth Advisors
New Hampshire
$259K – – –
EI
2915
Ellevest Inc
New York
$259K -$169K -2,749 -40%
SLC
2916
Second Line Capital
Louisiana
$259K +$12.7K +206 +5%
MCA
2917
Millennium Capital Advisors
Arkansas
$258K +$308 +5 +0.1%
PPA
2918
Painted Porch Advisors
California
$258K -$2.4K -39 -0.9%
WIM
2919
Warwick Investment Management
Texas
$258K +$258K +4,186 New
SDH
2920
Sloy Dahl & Holst
Washington
$257K – – –
SC
2921
Schubert & Co
Texas
$257K +$21.2K +344 +9%
RK
2922
Rather & Kittrell
Tennessee
$257K +$2.15K +35 +0.8%
BRG
2923
Bay Rivers Group
Virginia
$257K – – –
PWP
2924
Phillips Wealth Planners
Mississippi
$257K +$9.6K +156 +4%
BC
2925
Barnett & Company
Tennessee
$256K – – –
115 116
117
118 119