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Name Holding Trade Value Shares
Change 		Change in
Stake
I
3651
IMPACTfolio
Colorado
$276K +$267K +680 New
CFP
3652
Curran Financial Partners
South Carolina
$275K -$31.8K -81 -11%
FFWA
3653
Forthright Family Wealth Advisory
Texas
$275K – – –
AWM
3654
Abound Wealth Management
Tennessee
$274K +$15.7K +40 +6%
ASG
3655
Ariston Services Group
California
$274K – – –
CW
3656
Code Waechter
Florida
$273K -$15.3K -39 -5%
TA
3657
TrueWealth Advisors
Alabama
$272K -$5.11K -13 -2%
BC
3658
Brio Consultants
California
$272K +$38.1K +97 +17%
EW
3659
Element Wealth
Mississippi
$272K +$5.5K +14 +2%
BWP
3660
Barlow Wealth Partners
Kentucky
$272K +$10.2K +26 +4%
AWMM
3661
Aegis Wealth Management (Maryland)
Maryland
$271K -$18.1K -46 -6%
FFG
3662
Fortress Financial Group
Minnesota
$271K +$1.18K +3 +0.5%
ARG
3663
Advisory Resource Group
Oklahoma
$271K -$4.33K -11 -2%
WMN
3664
Wealth Management Nebraska
Nebraska
$271K -$5.5K -14 -2%
SA
3665
Skyline Advisors
Washington
$271K -$786 -2 -0.3%
OPPS
3666
Obsidian Personal Planning Solutions
Maryland
$270K +$13.8K +35 +5%
FSWA
3667
Financial Synergies Wealth Advisors
Texas
$269K +$18.1K +46 +7%
RAS
3668
RPS Advisory Solutions
Kentucky
$268K -$3.93K -10 -1%
ORAM
3669
One River Asset Management
Connecticut
$268K -$835K -2,123 -76%
POIA
3670
Pin Oak Investment Advisors
Texas
$268K – – –
PPWM
3671
Perissos Private Wealth Management
Oklahoma
$268K – – –
FWA
3672
FOCUS Wealth Advisors
Texas
$268K -$16.5K -42 -6%
PM
3673
Pembroke Management
Quebec, Canada
$267K +$260K +660 New
HP
3674
Hilltop Partners
Indiana
$267K +$20.4K +52 +9%
RAM
3675
Redmond Asset Management
Virginia
$267K – – –
145 146
147
148 149