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Name Holding Trade Value Shares
Change 		Change in
Stake
STFP
3776
Signal Tree Financial Partners
Ohio
$224K +$235K +575 New
WAN
3777
Wealth Advisors Northwest
Oregon
$224K +$235K +575 New
OWM
3778
Opes Wealth Management
California
$223K -$6.13K -15 -3%
SA
3779
SRH Advisors
Kansas
$222K – – –
AW
3780
Avion Wealth
Texas
$222K +$409 +1 +0.2%
CA
3781
Clune & Associates
Illinois
$221K +$232K +569 New
WMN
3782
Wealth Management Nebraska
Nebraska
$221K +$232K +569 New
TPWM
3783
Twelve Points Wealth Management
Massachusetts
$221K -$56K -137 -19%
SC
3784
Swan Capital
Florida
$221K -$10.2K -25 -4%
OFG
3785
Opulen Financial Group
Virginia
$220K +$232K +567 New
CMAI
3786
Capital Management Associates Inc
Minnesota
$220K -$21.2K -52 -8%
CG
3787
Cynosure Group
Utah
$220K -$149K -365 -39%
THCM
3788
Taylor Hoffman Capital Management
Virginia
$220K -$4.08K -10 -2%
CCA
3789
Conestoga Capital Advisors
Pennsylvania
$220K +$231K +565 New
WFS
3790
Walker Financial Services
Kentucky
$220K -$2.45K -6 -1%
PWM
3791
Proathlete Wealth Management
Florida
$220K +$409 +1 +0.2%
CT
3792
ClearAlpha Technologies
Connecticut
$219K -$574K -1,405 -71%
B
3793
Barings
North Carolina
$219K -$48.6K -119 -17%
TWG
3794
The Wealth Group
Minnesota
$219K +$11K +27 +5%
CCM
3795
Conway Capital Management
California
$218K – – –
RPA
3796
Rock Point Advisors
Vermont
$218K – – –
EFG
3797
Ehrlich Financial Group
California
$217K -$3.27K -8 -1%
VCWM
3798
Vista Cima Wealth Management
Arizona
$217K +$228K +557 New
CF
3799
Convergence Financial
Missouri
$217K -$7.35K -18 -3%
SIM
3800
Synergy Investment Management
Florida
$217K +$228K +557 New
150 151
152
153 154