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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2876
Trilogy Capital
California
$329K -$116K -721 -27%
AWS
2877
Arkfeld Wealth Strategies
Nebraska
$329K +$1.13K +7 +0.4%
KFSC
2878
Keystone Financial Services (Colorado)
Colorado
$329K +$315K +1,951 New
AWA
2879
Acorn Wealth Advisors
Michigan
$328K -$2.58K -16 -0.8%
MA
2880
Mezzasalma Advisors
New Jersey
$328K – – –
BIA
2881
Bigelow Investment Advisors
Maine
$328K – – –
KW
2882
KWB Wealth
California
$327K – – –
TFP
2883
Tilia Fiduciary Partners
North Carolina
$327K +$1.61K +10 +0.5%
MCM
2884
Mattern Capital Management
Colorado
$327K -$44.4K -275 -12%
LNWTC
2885
Laird Norton Wetherby Trust Company
Washington
$326K -$13.2K -82 -4%
SBF
2886
Sara-Bay Financial
Florida
$326K – – –
CSIA
2887
Carl Stuart Investment Advisor
Texas
$325K -$4.52K -28 -1%
TSWM
2888
Tyler-Stone Wealth Management
Ohio
$324K -$11.3K -70 -4%
SFG
2889
Sunburst Financial Group
Alabama
$324K -$17.4K -108 -5%
RTC
2890
Riverview Trust Company
Washington
$324K – – –
MAM
2891
McLean Asset Management
Virginia
$324K +$28.4K +176 +10%
PFC
2892
Phocas Financial Corp
California
$323K +$11.1K +69 +4%
TF
2893
Theory Financial
Colorado
$321K +$307K +1,903 New
CM
2894
Caption Management
Oklahoma
$320K -$2.84M -17,600 -90%
PIP
2895
Peachtree Investment Partners
Florida
$320K -$132K -815 -30%
AWM
2896
AllSquare Wealth Management
New York
$320K – – –
ACM
2897
Armbruster Capital Management
New York
$318K -$114K -703 -27%
EHAM
2898
Eagle Harbor Asset Management
Washington
$318K – – –
FPTW
2899
Franklin, Parlapiano, Turner & Welch
Texas
$317K – – –
FP
2900
Fiduciary Planning
Florida
$317K +$7.11K +44 +2%
114 115
116
117 118