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Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
2626
Cutter & Co Brokerage
Missouri
$240K -$17.7K -164 -6%
IP
2627
Ignite Planners
California
$240K -$8.83K -82 -3%
BAAM
2628
Baker Avenue Asset Management
California
$239K -$27.7K -257 -10%
MF
2629
Montis Financial
Massachusetts
$239K -$36.5K -339 -12%
MRI
2630
Mad River Investors
Massachusetts
$238K – – –
NIWA
2631
New Insight Wealth Advisors
California
$238K +$3.34K +31 +1%
MW
2632
Members Wealth
Pennsylvania
$237K +$210K +1,949 New
DMBA
2633
Deseret Mutual Benefit Administrators
Utah
$237K – – –
BCM
2634
Buckhead Capital Management
Georgia
$237K +$16.1K +150 +7%
SFG
2635
Seamount Financial Group
Colorado
$236K +$48.4K +450 +23%
OWM
2636
Opes Wealth Management
California
$236K -$5.92K -55 -2%
TW
2637
Traveka Wealth
California
$236K +$10.4K +97 +4%
TPWA
2638
Twin Peaks Wealth Advisors
California
$235K -$34.3K -319 -12%
WWG
2639
West Wealth Group
California
$235K +$8.72K +81 +4%
A
2640
AJOVista
Massachusetts
$235K – – –
EIA
2641
Eldridge Investment Advisors
New Hampshire
$235K +$3.34K +31 +1%
FVWA
2642
Foster Victor Wealth Advisors
South Carolina
$235K -$261K -2,421 -50%
IIM
2643
Ironwood Investment Management
Massachusetts
$234K – – –
LFGO
2644
Legacy Financial Group (Oklahoma)
Oklahoma
$234K -$538 -5 -0.2%
IWA
2645
IVC Wealth Advisors
Pennsylvania
$234K -$131K -1,214 -34%
BCM
2646
Basso Capital Management
Connecticut
$234K +$112K +1,043 +79%
HWA
2647
Hilltop Wealth Advisors
North Carolina
$234K +$2.26K +21 +0.9%
FWM
2648
Fairhaven Wealth Management
Illinois
$233K +$3.98K +37 +2%
MWM
2649
MGB Wealth Management
Texas
$233K +$43.1K +400 +20%
PCM
2650
Pointe Capital Management
Michigan
$233K +$4.52K +42 +2%
104 105
106
107 108