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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2701
Lakeshore Financial Planning
Michigan
$216K -$107K -1,217 -34%
PAM
2702
PVG Asset Management
Colorado
$215K +$210K +2,382 New
BIG
2703
Boothe Investment Group
Delaware
$215K +$210K +2,378 New
NIWA
2704
New Insight Wealth Advisors
California
$215K +$210K +2,378 New
CA
2705
Crane Advisory
California
$215K – – –
EW
2706
Element Wealth
Mississippi
$215K +$209K +2,376 New
HL
2707
HeadInvest LLC
Maine
$214K -$21.8K -247 -9%
A
2708
AJOVista
Massachusetts
$214K +$209K +2,368 New
CIG
2709
Cascade Investment Group
Colorado
$213K -$21.2K -241 -9%
WWG
2710
West Wealth Group
California
$213K -$74.8K -848 -26%
EIA
2711
Eldridge Investment Advisors
New Hampshire
$213K -$13.7K -155 -6%
VRM
2712
Vectors Research Management
New York
$213K +$208K +2,364 New
CA
2713
Centerpoint Advisors
Massachusetts
$212K -$88.5K -1,004 -30%
AFP
2714
Alpha Financial Partners
Kentucky
$212K +$207K +2,347 New
CB
2715
Centennial Bank
Arkansas
$212K – – –
SPA
2716
Sherbrooke Park Advisers
New York
$211K -$586K -6,650 -74%
MSK
2717
Melissa S. Kampmann
$211K -$346K -3,925 -63%
WMP
2718
Wealth Management Partners
Arizona
$210K -$51.7K -586 -20%
ZB
2719
Zions Bancorporation
Utah
$210K +$9.08K +103 +5%
BBW
2720
Blue Barn Wealth
Utah
$210K +$205K +2,321 New
AL
2721
ADE LLC
Maryland
$209K +$204K +2,319 New
DMBA
2722
Deseret Mutual Benefit Administrators
Utah
$209K -$59.8K -678 -23%
FF
2723
Francis Financial
$208K +$203K +2,306 New
AAM
2724
AMI Asset Management
California
$208K +$203K +2,303 New
FFA
2725
Fairfield Financial Advisors
Massachusetts
$208K -$11.1K -126 -5%
107 108
109
110 111