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Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
2526
McCarter Private Wealth Services
Massachusetts
$272K -$752 -7 -0.3%
CHA
2527
Cooper/Haims Advisors
New York
$272K -$1.61K -15 -0.5%
NECFA
2528
New England Capital Financial Advisors
Connecticut
$271K -$5.91K -55 -2%
WFS
2529
WealthGarden F.S.
California
$271K +$6.02K +56 +2%
BFC
2530
Blue Fin Capital
Rhode Island
$271K +$295K +2,741 New
HNW
2531
High Note Wealth
Minnesota
$270K +$1.07K +10 +0.4%
QFA
2532
Quantum Financial Advisors
California
$270K +$3.55K +33 +1%
CIP
2533
Convergence Investment Partners
Florida
$269K -$38.2K -355 -12%
PMG
2534
ProVise Management Group
Florida
$269K +$4.73K +44 +2%
BF
2535
Brucke Financial
Indiana
$268K +$21.3K +198 +7%
WBG
2536
Wharton Business Group
Pennsylvania
$268K – – –
OW
2537
Olistico Wealth
Oklahoma
$267K – – –
FA
2538
Fermata Advisors
California
$267K +$61.7K +574 +27%
WSWA
2539
Warren Street Wealth Advisors
California
$266K +$75.5K +703 +35%
SWRP
2540
Summit Wealth & Retirement Planning
California
$266K +$21.5K +200 +8%
EWP
2541
Elevation Wealth Partners
California
$265K +$1.72K +16 +0.6%
SFS
2542
Solitude Financial Services
Virginia
$265K +$288K +2,683 New
EE
2543
EWG Elevate
California
$264K -$54.8K -510 -16%
LRIA
2544
Leonard Rickey Investment Advisors
Washington
$264K +$19.3K +180 +6%
PG
2545
Prostatis Group
Maryland
$264K -$11.5K -107 -4%
PAM
2546
Prodigy Asset Management
Nebraska
$264K – – –
SIM
2547
SSI Investment Management
California
$263K -$215 -2 -0.1%
WWC
2548
Waypoint Wealth Counsel
Georgia
$263K +$32.5K +302 +13%
DW
2549
Dodds Wealth
Colorado
$263K -$3.12K -29 -1%
CCA
2550
Childress Capital Advisors
Texas
$263K +$56.9K +529 +25%
100 101
102
103 104