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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2876
Allium Financial Advisors
Oregon
$607K -$10.9K -30 -2%
CWS
2877
Cypress Wealth Services
California
$607K +$29.3K +81 +5%
PA
2878
PSI Advisors
Florida
$606K -$55.4K -153 -8%
SHJ
2879
Sharkey, Howes & Javer
Colorado
$606K -$1.09K -3 -0.2%
AFA
2880
AA Financial Advisors
Ohio
$605K +$93.7K +259 +19%
PGA
2881
Portland Global Advisors
Maine
$604K +$236K +653 +66%
LFP
2882
Lakeshore Financial Planning
Michigan
$602K +$5.07K +14 +0.9%
WCM
2883
Wedge Capital Management
North Carolina
$602K -$20.3K -56 -3%
WCFA
2884
Walkner Condon Financial Advisors
Wisconsin
$601K +$15.2K +42 +3%
SP
2885
Symmetry Partners
Connecticut
$601K +$371K +1,024 +166%
WCM
2886
Wellington Capital Management
Maryland
$601K +$1.73M +4,794 New
FIC
2887
Family Investment Center
Missouri
$601K -$73.8K -204 -11%
AFP
2888
Alpha Financial Partners
Kentucky
$601K +$1.09K +3 +0.2%
WFG
2889
Wills Financial Group
Virginia
$600K -$18.5K -51 -3%
AA
2890
AJ Advisors
Tennessee
$599K +$22.8K +63 +4%
CG
2891
Clifford Group
Massachusetts
$599K +$9.05K +25 +2%
BW
2892
Basepoint Wealth
Iowa
$599K +$7.24K +20 +1%
SFG
2893
Sunburst Financial Group
Alabama
$598K – – –
LWM
2894
LJI Wealth Management
Indiana
$598K -$15.2K -42 -3%
JE
2895
JMAC Enterprises
Pennsylvania
$598K – – –
SCM
2896
Sage Capital Management
New Jersey
$598K – – –
AC
2897
Allstate Corporation
Illinois
$598K -$12.2M -33,773 -95%
FI
2898
FIDELIS iM
Oregon
$597K +$3.62K +10 +0.6%
BFWA
2899
Benchmark Financial Wealth Advisors
Florida
$596K -$110K -304 -16%
IPWA
2900
International Private Wealth Advisors
California
$595K -$38.7K -107 -6%
114 115
116
117 118