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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
2726
Willis Johnson & Associates
Texas
$682K +$30.6K +84 +5%
PHIC
2727
Pine Haven Investment Counsel
Massachusetts
$681K – – –
DWM
2728
Dechtman Wealth Management
Colorado
$679K -$17.5K -48 -3%
RFP
2729
Root Financial Partners
California
$677K +$380K +1,042 +166%
CCA
2730
Cadent Capital Advisors
Oklahoma
$676K +$609K +1,669 New
IWP
2731
Invenio Wealth Partners
Florida
$675K -$5.47K -15 -0.9%
LWM
2732
LJI Wealth Management
Indiana
$675K +$10.2K +28 +2%
SCA
2733
Sippican Capital Advisors
Massachusetts
$673K – – –
MFT
2734
Moisand Fitzgerald Tamayo
Florida
$672K -$86.4K -237 -13%
PWA
2735
Primoris Wealth Advisors
Florida
$671K +$3.65K +10 +0.6%
BBWP
2736
Beacon Bridge Wealth Partners
Pennsylvania
$668K +$729 +2 +0.1%
SCP
2737
Shorepoint Capital Partners
Massachusetts
$667K -$17.9K -49 -3%
MWM
2738
Mindset Wealth Management
Indiana
$666K +$600K +1,644 New
WIA
2739
Wetzel Investment Advisors
Indiana
$666K +$29.5K +81 +5%
IDA
2740
Intelligence Driven Advisers
California
$664K +$47.1K +129 +9%
GCM
2741
Gallacher Capital Management
Colorado
$664K -$17.9K -49 -3%
BW
2742
Basepoint Wealth
Iowa
$663K +$597K +1,637 New
CPW
2743
Crestmont Private Wealth
Texas
$663K +$33.2K +91 +6%
T
2744
TOBAM
France
$663K +$273K +748 +84%
NC
2745
Northcape Capital
Australia
$663K +$596K +1,635 New
DR
2746
Davis Rea
Ontario, Canada
$660K – – –
MFP
2747
Meridian Financial Partners
Virginia
$660K -$45.6K -125 -7%
JFA
2748
JNBA Financial Advisors
Minnesota
$658K -$104K -285 -15%
MAC
2749
Mason & Associates (California)
California
$658K +$19.3K +53 +3%
FFG
2750
Fortem Financial Group
California
$657K +$114K +312 +24%
108 109
110
111 112