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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
3301
Baker Boyer National Bank
Washington
$248K – – –
BWP
3302
Baldwin Wealth Partners
Massachusetts
$248K +$238K +3,214 New
CFG
3303
Compton Financial Group
Maryland
$247K -$74 -1 -0%
RIS
3304
Richmond Investment Services
Wisconsin
$247K +$20K +270 +9%
VCP
3305
Vista Capital Partners
Oregon
$247K +$238K +3,207 New
SOAG
3306
Silver Oak Advisory Group
Oregon
$247K -$91.3K -1,230 -28%
TW
3307
Traveka Wealth
California
$247K -$12.5K -169 -5%
FC
3308
Fulcrum Capital
Washington
$246K – – –
MC
3309
Middleton & Co
Massachusetts
$246K – – –
OIS
3310
OneAscent Investment Solutions
Alabama
$246K -$13.5K -182 -5%
GCP
3311
Gill Capital Partners
Colorado
$245K -$6.68K -90 -3%
MSWM
3312
Master's Wealth Management
Pennsylvania
$245K +$236K +3,180 New
TM
3313
Torren Management
California
$245K +$236K +3,180 New
MA
3314
Mezzasalma Advisors
New Jersey
$245K – – –
CWA
3315
Crusonia Wealth Advisors
Colorado
$242K +$233K +3,146 New
NWM
3316
Nolet Wealth Management
Texas
$242K +$233K +3,143 New
AC
3317
AWM Capital
Arizona
$242K +$816 +11 +0.4%
BPFA
3318
Barnes Pettey Financial Advisors
Mississippi
$241K -$297K -4,000 -56%
NI
3319
NDVR Inc
Massachusetts
$241K -$76.3K -1,028 -25%
LI
3320
Louisbourg Investments
New Brunswick, Canada
$241K +$3.71K +50 +2%
DHC
3321
Drum Hill Capital
Connecticut
$241K – – –
CFP
3322
Curran Financial Partners
South Carolina
$241K +$232K +3,126 New
CA
3323
CapWealth Advisors
Tennessee
$240K +$2.67K +36 +1%
CA
3324
COFG Advisors
Illinois
$240K +$232K +3,121 New
YWM
3325
Yukon Wealth Management
Kansas
$239K -$6.53K -88 -3%
131 132
133
134 135