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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2576
Marino Stram & Associates
Massachusetts
$441K +$4.43K +15 +0.9%
FAFN
2577
First Affirmative Financial Network
Colorado
$441K +$29.8K +101 +7%
VCM
2578
Vision Capital Management
Oregon
$440K +$31K +105 +7%
BAM
2579
Bellevue Asset Management
Washington
$439K +$590 +2 +0.1%
WA
2580
Wealthstream Advisors
New York
$438K +$45.8K +155 +11%
SW
2581
Solidarity Wealth
Utah
$437K -$27.7K -94 -6%
HWA
2582
Heartwood Wealth Advisors
Virginia
$437K +$18.6K +63 +4%
EWA
2583
Encompass Wealth Advisors
Oregon
$436K – – –
RCG
2584
Rock Creek Group
District of Columbia
$435K -$128K -434 -22%
IAS
2585
IMA Advisory Services
Colorado
$435K +$590 +2 +0.1%
AWC
2586
Abundance Wealth Counselors
Pennsylvania
$435K +$7.67K +26 +2%
AFT
2587
Alpha Family Trust
California
$435K +$82.6K +280 +22%
MFS
2588
Mirabella Financial Services
United Kingdom
$434K +$460K +1,560 New
OCM
2589
Orion Capital Management
California
$433K -$167K -566 -27%
AL
2590
ADE LLC
Maryland
$433K – – –
FWP
2591
Firethorn Wealth Partners
Georgia
$432K -$10.9K -37 -2%
ERWM
2592
Elk River Wealth Management
Colorado
$432K – – –
UCB
2593
United Community Bank
South Carolina
$430K +$71.1K +241 +18%
NWM
2594
Northwest Wealth Management
Iowa
$430K -$89.1K -302 -16%
WWM
2595
Windsor Wealth Management
Indiana
$430K -$23.3K -79 -5%
LFA
2596
Laraway Financial Advisors
Minnesota
$430K – – –
GSIS
2597
Global Strategic Investment Solutions
Arizona
$430K +$125K +422 +37%
AC
2598
Asio Capital
Kentucky
$429K -$4.43K -15 -1%
MFC
2599
Morris Financial Concepts
South Carolina
$429K – – –
EA
2600
Emerald Advisers
Pennsylvania
$428K – – –
102 103
104
105 106