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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3776
Petra Financial Advisors
Colorado
$225K +$4.08K +10 +2%
CWA
3777
Centennial Wealth Advisory
Michigan
$225K -$817 -2 -0.3%
RWA
3778
Rooted Wealth Advisors
Illinois
$224K -$4.49K -11 -2%
STFP
3779
Signal Tree Financial Partners
Ohio
$224K +$235K +575 New
WAN
3780
Wealth Advisors Northwest
Oregon
$224K +$235K +575 New
OWM
3781
Opes Wealth Management
California
$223K -$6.13K -15 -3%
SA
3782
SRH Advisors
Kansas
$222K – – –
AW
3783
Avion Wealth
Texas
$222K +$409 +1 +0.2%
CA
3784
Clune & Associates
Illinois
$221K +$232K +569 New
WMN
3785
Wealth Management Nebraska
Nebraska
$221K +$232K +569 New
TPWM
3786
Twelve Points Wealth Management
Massachusetts
$221K -$56K -137 -19%
SC
3787
Swan Capital
Florida
$221K -$10.2K -25 -4%
OFG
3788
Opulen Financial Group
Virginia
$220K +$232K +567 New
CMAI
3789
Capital Management Associates Inc
Minnesota
$220K -$21.2K -52 -8%
CG
3790
Cynosure Group
Utah
$220K -$149K -365 -39%
THCM
3791
Taylor Hoffman Capital Management
Virginia
$220K -$4.08K -10 -2%
CCA
3792
Conestoga Capital Advisors
Pennsylvania
$220K +$231K +565 New
WFS
3793
Walker Financial Services
Kentucky
$220K -$2.45K -6 -1%
PWM
3794
Proathlete Wealth Management
Florida
$220K +$409 +1 +0.2%
CT
3795
ClearAlpha Technologies
Connecticut
$219K -$574K -1,405 -71%
B
3796
Barings
North Carolina
$219K -$48.6K -119 -17%
TWG
3797
The Wealth Group
Minnesota
$219K +$11K +27 +5%
CCM
3798
Conway Capital Management
California
$218K – – –
RPA
3799
Rock Point Advisors
Vermont
$218K – – –
EFG
3800
Ehrlich Financial Group
California
$217K -$3.27K -8 -1%
150 151
152
153 154