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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3401
Consilium Wealth Advisory
Texas
$367K +$17.3K +44 +5%
BDF
3402
Black Diamond Financial
Maryland
$367K +$62.1K +158 +21%
MWM
3403
Mascoma Wealth Management
New Hampshire
$367K – – –
HPA
3404
High Probability Advisors
New York
$367K +$48K +122 +16%
ANBOT
3405
American National Bank of Texas
Texas
$366K +$355K +903 New
BIA
3406
Barry Investment Advisors
Massachusetts
$365K +$355K +902 New
EPIMS
3407
Evelyn Partners Investment Management Services
$365K -$20.8K -53 -6%
SC
3408
Saybrook Capital
North Carolina
$365K – – –
CAWM
3409
Capital Advisors Wealth Management
Washington
$364K -$123K -314 -26%
BI
3410
Berkeley Inc
Idaho
$364K +$786 +2 +0.2%
BWMG
3411
Barnes Wealth Management Group
California
$364K +$4.33K +11 +1%
IG
3412
IFS Group
Pennsylvania
$364K +$360K +916 New
CC
3413
Commons Capital
Massachusetts
$363K -$1.97K -5 -0.6%
RIS
3414
Retirement Income Solutions
Michigan
$363K -$5.11K -13 -1%
JSA
3415
Jacobson & Schmitt Advisors
Wisconsin
$363K +$352K +896 New
RMC
3416
Ring Mountain Capital
California
$363K -$12.6K -32 -3%
IFU
3417
iSAM Funds (UK)
United Kingdom
$363K +$352K +895 New
AIA
3418
Accelerate Investment Advisors
California
$362K -$11.8K -30 -3%
NJIM
3419
Nabity-Jensen Investment Management
Nebraska
$362K +$1.97K +5 +0.6%
TCMP
3420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$361K +$72.3K +184 +26%
FI
3421
FWG Investments
Kentucky
$360K -$21.6K -55 -6%
AFM
3422
Armstrong Fleming & Moore
District of Columbia
$359K +$393 +1 +0.1%
EWP
3423
Elevation Wealth Partners
California
$359K +$14.2K +36 +4%
IWA
3424
IVC Wealth Advisors
Pennsylvania
$358K -$31.8K -81 -8%
AFGAS
3425
Allegiance Financial Group Advisory Services
Virginia
$357K +$346K +880 New
135 136
137
138 139