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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2876
TrueWealth Advisors
Alabama
$281K +$295 +1 +0.1%
HIM
2877
Hillsdale Investment Management
Ontario, Canada
$280K -$13K -44 -4%
TCFP
2878
Treasure Coast Financial Planning
Florida
$280K – – –
FWP
2879
Falcon Wealth Planning
California
$280K +$5.31K +18 +2%
GIM
2880
Guild Investment Management
California
$279K -$3.84K -13 -1%
PCA
2881
Pallas Capital Advisors
Massachusetts
$279K +$5.02K +17 +2%
SFG
2882
Steward Financial Group
Texas
$279K +$183K +621 +158%
HFS
2883
HBC Financial Services
Washington
$278K – – –
WCM
2884
Wallace Capital Management
Texas
$278K – – –
SHFP
2885
Second Half Financial Partners
Florida
$278K +$2.07K +7 +0.7%
RJTCONH
2886
Raymond James Trust Company of New Hampshire
New Hampshire
$278K +$23.6K +80 +9%
BA
2887
Bluesphere Advisors
Pennsylvania
$277K – – –
EHAM
2888
Eagle Harbor Asset Management
Washington
$277K – – –
FFA
2889
Fi3 Financial Advisors
Indiana
$276K -$10.6K -36 -3%
TSS
2890
Thomas Story & Son
Indiana
$276K – – –
RCG
2891
Resource Consulting Group
Florida
$276K +$29.5K +100 +11%
FP
2892
Foundry Partners
Minnesota
$276K +$295K +1,000 New
MHP
2893
Manatuck Hill Partners
Connecticut
$276K +$295K +1,000 New
WPI
2894
Walter Public Investments
Canada
$276K +$295K +1,000 New
MSR
2895
Main Street Research
Connecticut
$275K +$13.9K +47 +5%
HC
2896
Hoese & Co
Minnesota
$273K +$17.7K +60 +6%
SC
2897
Stephens Consulting
Michigan
$271K – – –
KPWG
2898
KFA Private Wealth Group
Virginia
$271K +$10K +34 +4%
FPB
2899
First PREMIER Bank
South Dakota
$268K -$6.49K -22 -2%
CAWM
2900
Capital Advisors Wealth Management
Washington
$268K +$1.77K +6 +0.6%
114 115
116
117 118