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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1151
Moss Adams Wealth Advisors
Washington
$141K -$16.4K -1,435 -10%
SFP
1152
Shepherd Financial Partners
Massachusetts
$140K +$1.53K +134 +1%
FIBT
1153
First International Bank & Trust
North Dakota
$140K +$2.17K +190 +1%
CWA
1154
Canvas Wealth Advisors
Kansas
$140K +$14.3K +1,254 +10%
FCP
1155
Fidelis Capital Partners
Florida
$140K +$16.9K +1,473 +13%
SIS
1156
Susquehanna International Securities
Ireland
$139K +$151K +13,205 New
FF
1157
Farrell Financial
New York
$139K +$2.02K +177 +1%
PWG
1158
Portside Wealth Group
Utah
$139K +$24.9K +2,172 +20%
UCI
1159
Uncommon Cents Investing
Wisconsin
$139K – – –
RWPA
1160
Richard W. Paul & Associates
Michigan
$138K +$6.61K +578 +5%
ACA
1161
Aspire Capital Advisors
Washington
$138K +$8.11K +709 +6%
CLA
1162
Carnegie Lake Advisors
New Jersey
$138K +$149K +13,030 New
WW
1163
Waterfront Wealth
Kansas
$137K +$9.05K +791 +6%
PBO
1164
Peoples Bank (Ohio)
Ohio
$137K – – –
LIA
1165
LBMC Investment Advisors
Tennessee
$137K -$4.19K -366 -3%
LGWM
1166
Litman Gregory Wealth Management
California
$136K -$28.6K -2,500 -16%
ALC
1167
Alexander Labrunerie & Co
Missouri
$136K +$2.29K +200 +2%
SP
1168
Sequent Planning
Nebraska
$136K -$3.19K -279 -2%
RFS
1169
Richardson Financial Services
Massachusetts
$135K – – –
TCM
1170
Tang Capital Management
California
$135K – – –
FRM
1171
Fox Run Management
Connecticut
$134K -$579K -50,600 -80%
SP
1172
Stonebrook Private
Michigan
$134K +$7.38K +645 +5%
FBFS
1173
First Business Financial Services
Wisconsin
$134K +$145K +12,709 New
PPW
1174
Parcion Private Wealth
Washington
$134K -$217 -19 -0.1%
KIG
1175
Kessler Investment Group
Indiana
$134K -$17.9K -1,567 -11%
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48 49