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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
3026
Ellevest Inc
New York
$204K -$115K -625 -36%
RWM
3027
Reston Wealth Management
Virginia
$204K +$204K +1,104 New
TWP
3028
Treybourne Wealth Planners
Indiana
$204K +$204K +1,105 New
WCM
3029
Wealthcare Capital Management
Virginia
$203K +$202K +1,098 New
CCA
3030
Conestoga Capital Advisors
Pennsylvania
$203K +$203K +1,100 New
TFA
3031
Tobias Financial Advisors
Florida
$203K +$203K +1,100 New
PFA
3032
Plotkin Financial Advisors
Maryland
$203K +$202K +1,098 New
T
3033
TRUADVICE
Florida
$201K -$369K -2,001 -65%
VC
3034
Vestor Capital
Illinois
$201K +$9.22K +50 +5%
PCM
3035
Pointe Capital Management
Michigan
$201K +$200K +1,087 New
HGWM
3036
Horst & Graben Wealth Management
Oregon
$201K +$201K +1,089 New
SWAG
3037
Spectrum Wealth Advisory Group
California
$200K -$16.8K -91 -8%
OWM
3038
OneAscent Wealth Management
Alabama
$200K +$200K +1,083 New
CCIA
3039
Campbell & Co Investment Adviser
Maryland
$200K +$200K +1,084 New
AG
3040
AIA Group
Hong Kong
$200K +$200K +1,086 New
HWM
3041
Hohimer Wealth Management
Washington
$198K -$360K -1,951 -65%
AFIA
3042
America First Investment Advisors
Nebraska
$198K -$51.8K -281 -21%
CWA
3043
Clearview Wealth Advisors
Oregon
$198K -$24K -130 -11%
CFG
3044
CKW Financial Group
Hawaii
$196K – – –
AWM
3045
Activest Wealth Management
Florida
$193K +$192K +1,042 New
ECM
3046
EMC Capital Management
Texas
$185K – – –
NOI
3047
Newton One Investments
Delaware
$185K – – –
KFS
3048
Kelly Financial Services
Massachusetts
$184K – – –
RCA
3049
Ranch Capital Advisors
Florida
$182K – – –
FFA
3050
Freedman Financial Associates
Massachusetts
$181K – – –
120 121
122
123 124