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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3026
Fermata Advisors
California
$522K +$33.8K +323 +8%
AAG
3027
Asset Advisory Group
New Jersey
$520K – – –
FNWM
3028
Financial Network Wealth Management
Utah
$520K – – –
AWM
3029
Ariadne Wealth Management
California
$518K -$8.68K -83 -2%
BI
3030
Beckerman Institutional
New Jersey
$518K – – –
SWG
3031
Summit Wealth Group
Vermont
$518K -$27.3K -261 -6%
LWM
3032
LongView Wealth Management
Georgia
$517K -$26.6K -254 -5%
RWM
3033
Revisor Wealth Management
Ohio
$516K -$443K -4,239 -49%
DG
3034
Dala Group
Illinois
$516K -$87.3K -835 -16%
UFA
3035
Uptown Financial Advisors
Texas
$515K – – –
PCMN
3036
Paradigm Capital Management (Nevada)
Nevada
$513K +$209 +2 +0%
GWA
3037
Gratus Wealth Advisors
Virginia
$512K – – –
JC
3038
JM2 Capital
Oklahoma
$511K +$6.69K +64 +1%
CWA
3039
Crusonia Wealth Advisors
Colorado
$511K +$111K +1,062 +32%
LSA
3040
Lansing Street Advisors
Pennsylvania
$510K +$837 +8 +0.2%
RFN
3041
Redwood Financial Network
Ohio
$509K -$5.75K -55 -1%
RB
3042
Renasant Bank
Mississippi
$509K -$360K -3,445 -44%
NFP
3043
Narus Financial Partners
Utah
$508K -$4.5K -43 -1%
RBWA
3044
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$105 +1 +0%
SFS
3045
Sharp Financial Services
Pennsylvania
$507K -$132K -1,258 -23%
TCM
3046
Traub Capital Management
Massachusetts
$506K -$121K -1,158 -21%
ZAM
3047
Zevin Asset Management
Massachusetts
$506K – – –
NCTC
3048
New Covenant Trust Company
Indiana
$506K +$30K +287 +7%
BWMG
3049
Barnes Wealth Management Group
California
$505K -$59.1K -565 -12%
BHIA
3050
Birch Hill Investment Advisors
Massachusetts
$504K – – –
120 121
122
123 124