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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2376
NWK Group
California
$212K -$34.9K -350 -14%
WA
2377
Wambolt & Associates
Colorado
$211K -$11.1K -111 -5%
IP
2378
Isthmus Partners
Wisconsin
$211K – – –
CBOR
2379
Community Bank of Raymore
Missouri
$211K +$17K +170 +9%
PHAM
2380
Palisades Hudson Asset Management
Florida
$208K -$6.98K -70 -3%
BA
2381
Ballew Advisors
Mississippi
$208K +$192K +1,926 New
OWA
2382
One Wealth Advisors
California
$208K +$205K +2,055 New
PS
2383
Portfolio Solutions
Michigan
$207K -$9.97K -100 -5%
FWP
2384
Falcon Wealth Planning
California
$207K +$204K +2,042 New
PCM
2385
Pointe Capital Management
Michigan
$206K -$288K -2,890 -59%
SNBOSD
2386
Security National Bank of So Dak
Iowa
$206K -$128K -1,280 -39%
PAI
2387
Pittenger & Anderson Inc
Nebraska
$206K -$72.3K -725 -26%
GCMG
2388
Gyroscope Capital Management Group
Florida
$206K -$19.9K -200 -9%
LCS
2389
Levin Capital Strategies
New York
$206K – – –
TWM
2390
Triton Wealth Management
Arizona
$206K +$188K +1,883 New
FP
2391
Financial Perspectives
Minnesota
$204K – – –
WWM
2392
Windsor Wealth Management
Indiana
$204K -$77.3K -775 -28%
BI
2393
Blooom Inc
Kansas
$204K +$4.29K +43 +2%
NFG
2394
Nadler Financial Group
Illinois
$203K -$81.7K -819 -29%
TCWA
2395
Ten Capital Wealth Advisors
Washington
$203K -$24.9K -250 -11%
HAIM
2396
Hunter Associates Investment Management
Pennsylvania
$203K – – –
II
2397
Inspire Investing
Idaho
$203K – – –
MCC
2398
Malaga Cove Capital
California
$203K – – –
SJL
2399
Shayne & Jacobs LLC
Tennessee
$203K – – –
VIM
2400
Vancity Investment Management
British Columbia, Canada
$203K – – –
94 95
96
97 98