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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
2751
Blueprint Investment Partners
North Carolina
$423K -$67.5K -446 -14%
AWP
2752
Abacus Wealth Partners
California
$423K -$35.4K -234 -8%
MW
2753
Maia Wealth
Colorado
$421K +$427K +2,822 New
FPFS
2754
First Personal Financial Services
North Carolina
$420K – – –
LSA
2755
L & S Advisors
California
$417K +$171K +1,128 +68%
OAM
2756
Occidental Asset Management
California
$416K -$19.7K -130 -4%
SPWM
2757
Straight Path Wealth Management
Michigan
$416K +$25.7K +170 +6%
EFM
2758
E Fund Management
China
$415K +$1.97K +13 +0.5%
RBFC
2759
Roman Butler Fullerton & Co
Missouri
$414K +$22.8K +151 +6%
JCM
2760
Jag Capital Management
Missouri
$413K -$39.5K -261 -9%
SMA
2761
Seven Mile Advisory
New Jersey
$413K +$37.4K +247 +10%
TCM
2762
Towercrest Capital Management
Pennsylvania
$412K -$2.87K -19 -0.7%
AM
2763
Atwater Malick
Pennsylvania
$411K – – –
DWM
2764
Denver Wealth Management
Colorado
$411K +$3.33K +22 +0.8%
AHL
2765
Abel Hall LLC
Louisiana
$411K +$416K +2,753 New
AGC
2766
Aspen Grove Capital
Colorado
$410K – – –
T
2767
TNF
Montana
$409K +$151 +1 +0%
FA
2768
Fiducient Advisors
Illinois
$408K +$211K +1,395 +104%
PWA
2769
Physician Wealth Advisors
Utah
$408K -$8.47K -56 -2%
PGF
2770
Plan Group Financial
Oklahoma
$407K -$269K -1,779 -39%
SCA
2771
Stillwater Capital Advisors
Pennsylvania
$406K +$8.17K +54 +2%
WA
2772
Wealthstream Advisors
New York
$406K +$148K +981 +56%
WAS
2773
WESPAC Advisors SoCal
California
$405K -$4.08M -26,960 -91%
ACM
2774
Avalon Capital Management
California
$405K – – –
WWC
2775
Waypoint Wealth Counsel
Georgia
$404K -$97.9K -647 -19%
109 110
111
112 113