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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2751
Solstein Capital
California
$354K – – –
WPW
2752
Watershed Private Wealth
Illinois
$353K +$168 +1 +0%
PFWA
2753
Paces Ferry Wealth Advisors
Georgia
$353K +$51.1K +305 +16%
EDRIA
2754
Edmonds Duncan Registered Investment Advisors
Kansas
$352K – – –
DM
2755
Diker Management
New York
$352K – – –
HFG
2756
Heron Financial Group
New York
$351K -$335 -2 -0.1%
PAIM
2757
Punch & Associates Investment Management
Minnesota
$350K +$838 +5 +0.2%
BP
2758
Broadleaf Partners
Ohio
$350K – – –
HFS
2759
Heritage Financial Services
Massachusetts
$349K -$168 -1 -0%
TAM
2760
Trillium Asset Management
Massachusetts
$347K -$14.1K -84 -4%
SCG
2761
Sonata Capital Group
Washington
$347K – – –
WCWM
2762
Wooster Corthell Wealth Management
Connecticut
$345K – – –
PFG
2763
PAX Financial Group
Texas
$345K +$39.6K +236 +13%
GSIAS
2764
Garden State Investment Advisory Services
New Jersey
$345K +$8.89K +53 +3%
AIA
2765
Arbor Investment Advisors
North Carolina
$344K – – –
IWA
2766
IVC Wealth Advisors
Pennsylvania
$344K -$2.52K -15 -0.7%
UAML
2767
US Asset Management LLC
Pennsylvania
$343K -$3.19K -19 -0.9%
PIA
2768
Powell Investment Advisors
Florida
$343K +$2.01K +12 +0.6%
MCM
2769
MV Capital Management
Maryland
$341K +$21.8K +130 +7%
AWMT
2770
AAFMAA Wealth Management & Trust
North Carolina
$341K +$9.72K +58 +3%
SWP
2771
Summit Wealth Partners
Florida
$341K – – –
CBOR
2772
Community Bank of Raymore
Missouri
$341K – – –
FCA
2773
Fortis Capital Advisors
Kansas
$340K -$65.6K -391 -16%
VBWMG
2774
Von Berge Wealth Management Group
California
$339K +$6.71K +40 +2%
IP
2775
Isthmus Partners
Wisconsin
$339K – – –
109 110
111
112 113