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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3501
Theory Financial
Colorado
$303K – – –
OIC
3502
Orion Investment Company
Missouri
$303K +$1.68K +9 +0.5%
CWM
3503
Concentrum Wealth Management
California
$302K +$11.4K +61 +3%
N
3504
Numerai
California
$302K +$339K +1,822 New
JF
3505
JSF Financial
California
$301K -$39.3K -211 -10%
B
3506
Bayban
Minnesota
$301K – – –
MSF
3507
Mustard Seed Financial
Arkansas
$300K -$18.6K -100 -5%
NCTC
3508
New Covenant Trust Company
Indiana
$300K +$9.31K +50 +3%
HIA
3509
Highland Investment Advisors
Florida
$300K +$337K +1,811 New
SWM
3510
Selective Wealth Management
Virginia
$300K +$28.8K +155 +11%
EIP
3511
Essential Investment Partners
Colorado
$300K -$149K -800 -31%
RBC
3512
Roble Belko & Company
Pennsylvania
$300K -$3.72K -20 -1%
SFG
3513
Sunburst Financial Group
Alabama
$299K -$2.23K -12 -0.7%
AIA
3514
AIMZ Investment Advisors
California
$299K – – –
EWP
3515
Evergreen Wealth Partners
Montana
$298K +$335K +1,799 New
WW
3516
Westshore Wealth
California
$297K +$12.7K +68 +4%
LIA
3517
LifePlan Investment Advisors
North Carolina
$297K +$14.1K +76 +4%
SL
3518
StoryOne LLC
Kansas
$297K +$333K +1,789 New
RFS
3519
RM Financial Services
Maine
$296K -$2.05K -11 -0.6%
WMA
3520
William Mack & Associates
Michigan
$295K +$2.42K +13 +0.7%
CM
3521
Columbus Macro
Pennsylvania
$295K -$14.9K -80 -4%
HHRDM
3522
H&H Retirement Design & Management
Nevada
$295K +$4.09K +22 +1%
4A
3523
4Wealth Advisors
Illinois
$294K -$72.4K -389 -18%
HPM
3524
Hoxton Planning & Management
West Virginia
$294K +$11.5K +62 +4%
AM
3525
Atwater Malick
Pennsylvania
$294K -$49.7K -267 -13%
139 140
141
142 143