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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3901
True Wealth Design
Ohio
$143K -$11.4K -109 -8%
DWS
3902
Dynamic Wealth Strategies
California
$140K +$21.3K +204 +21%
SI
3903
Sava Infond
Slovenia
$137K -$52.3K -500 -30%
MUMSS
3904
Mitsubishi UFJ Morgan Stanley Securities
Japan
$135K -$277K -2,651 -70%
FNWA
3905
Financial Network Wealth Advisors
Utah
$134K -$38.1K -364 -24%
OCM
3906
Orion Capital Management
California
$134K -$627 -6 -0.5%
CH
3907
CDKV Holdings
Colorado
$131K – – –
IWP
3908
IAG Wealth Partners
Wisconsin
$131K -$18.6K -178 -14%
AAG
3909
Accordant Advisory Group
Maryland
$129K – – –
EWM
3910
Evolution Wealth Management
Florida
$126K +$52K +497 +86%
BCM
3911
Boreal Capital Management
Florida
$123K +$6.48K +62 +6%
MFT
3912
Moisand Fitzgerald Tamayo
Florida
$123K +$16.6K +159 +18%
HAP
3913
Harbor Asset Planning
Massachusetts
$122K – – –
VWA
3914
Valued Wealth Advisors
Utah
$121K +$2.2K +21 +2%
WA
3915
Whipplewood Advisors
Colorado
$121K -$119K -1,138 -52%
T
3916
Tidemark
California
$120K +$105 +1 +0.1%
FMTCOCP
3917
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K -$73.2K -700 -41%
FFA
3918
Frazier Financial Advisors
Ohio
$120K -$4.29K -41 -4%
RJA
3919
Ross\Johnson & Associates
Minnesota
$119K +$732 +7 +0.7%
VC
3920
Vestor Capital
Illinois
$119K -$766K -7,329 -85%
YDMI
3921
Y.D. More Investments
Israel
$119K – – –
MNA
3922
Manning & Napier Advisors
New York
$118K +$68.9K +659 +190%
KG
3923
Kilter Group
New York
$118K -$14.5K -139 -12%
DAM
3924
Davis Asset Management
California
$117K – – –
ETS
3925
ESL Trust Services
New York
$117K – – –
155 156
157
158 159