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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
2326
Lodestar Private Asset Management
California
$365K -$10.5K -95 -3%
CF
2327
Convergence Financial
Missouri
$365K +$11.2K +102 +3%
EWP
2328
Evergreen Wealth Partners
Montana
$365K +$354K +3,210 New
BFG
2329
Birch Financial Group
New Hampshire
$364K -$2.31K -21 -0.7%
LRIA
2330
Leonard Rickey Investment Advisors
Washington
$364K -$13.5K -123 -4%
GAM
2331
Gemmer Asset Management
California
$364K -$5.84K -53 -2%
GWM
2332
GSB Wealth Management
Connecticut
$363K +$2.2K +20 +0.6%
AIM
2333
Advyzon Investment Management
Illinois
$363K +$5.29K +48 +2%
SFG
2334
Seamount Financial Group
Colorado
$362K – – –
RWM
2335
Rialto Wealth Management
New York
$361K +$37K +336 +12%
ABTD
2336
Arvest Bank Trust Division
Oklahoma
$361K -$2.64K -24 -0.8%
IF
2337
Ironwood Financial
Arizona
$361K – – –
SIS
2338
Sound Income Strategies
Florida
$358K -$67.7K -615 -16%
EP
2339
Essential Partners
California
$357K +$7.71K +70 +2%
ST
2340
Spinnaker Trust
Maine
$357K +$44.1K +400 +15%
CA
2341
Crane Advisory
California
$356K -$11.1K -101 -3%
BPWM
2342
BCS Private Wealth Management
New Jersey
$356K +$22K +200 +7%
BPFA
2343
Barnes Pettey Financial Advisors
Mississippi
$355K – – –
MCWA
2344
Meadow Creek Wealth Advisors
Georgia
$355K – – –
MMCM
2345
Murphy & Mullick Capital Management
New York
$355K -$77.1K -700 -18%
FWM
2346
Foguth Wealth Management
Michigan
$354K +$349K +3,166 New
GEA
2347
Glen Eagle Advisors
New Jersey
$354K -$3.74K -34 -1%
CA
2348
Crewe Advisors
Utah
$354K +$2.2K +20 +0.6%
API
2349
Asset Planning Inc
California
$354K -$33.6K -305 -9%
SIG
2350
Spinnaker Investment Group
California
$352K +$551 +5 +0.2%
92 93
94
95 96