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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1576
Reyes Financial Architecture
California
$215K +$30.9K +85 +14%
ITIM
1577
Indiana Trust & Investment Management
Indiana
$215K -$30.9K -85 -11%
WBC
1578
Westpac Banking Corp
Australia
$214K -$363K -1,000 -59%
PIM
1579
Penobscot Investment Management
Massachusetts
$214K – – –
WMA
1580
West Michigan Advisors
Michigan
$214K +$17.1K +47 +7%
AIM
1581
Advyzon Investment Management
Illinois
$214K +$29.1K +80 +13%
FFA
1582
Fragasso Financial Advisors
Pennsylvania
$213K +$247K +680 New
JC
1583
JB Capital
Connecticut
$213K +$1.09K +3 +0.4%
AF
1584
Arrow Financial
New York
$212K – – –
IA
1585
Inspire Advisors
Idaho
$212K -$590K -1,623 -71%
JAG
1586
Journey Advisory Group
Kentucky
$211K – – –
CH
1587
Cromwell Holdings
Wyoming
$211K – – –
WCM
1588
Weaver Capital Management
Georgia
$211K – – –
1IA
1589
1620 Investment Advisors
Massachusetts
$211K +$5.45K +15 +2%
AGP
1590
Aspire Growth Partners
Florida
$211K -$5.09K -14 -2%
CFO
1591
Cambient Family Office
Michigan
$209K +$242K +665 New
IIL
1592
Income Insurance Ltd
$209K – – –
WW
1593
Westshore Wealth
California
$209K +$2.91K +8 +1%
IP
1594
Ignite Planners
California
$208K +$242K +665 New
CCA
1595
Childress Capital Advisors
Texas
$208K -$32.3K -89 -12%
UFPG
1596
United Financial Planning Group
New York
$208K – – –
CIA
1597
Choate Investment Advisors
Massachusetts
$208K +$363 +1 +0.2%
AOWM
1598
Asset One Wealth Management
Washington
$208K +$3.63K +10 +2%
OWP
1599
Obermeyer Wealth Partners
Colorado
$207K +$10.2K +28 +4%
FBB
1600
Fulton Breakefield Broenniman
Maryland
$207K -$12.7K -35 -5%
62 63
64
65 66