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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2076
Walkner Condon Financial Advisors
Wisconsin
$730K – – –
BIG
2077
Builder Investment Group
Georgia
$730K – – –
LA
2078
LM Advisors
California
$728K -$1.09M -4,230 -63%
AIS
2079
AM Investment Strategies
Tennessee
$728K +$3.35K +13 +0.5%
RWP
2080
Revolve Wealth Partners
New Jersey
$727K +$83K +322 +15%
DSN
2081
D. Scott Neal
Kentucky
$726K +$2.58K +10 +0.4%
BB
2082
Berkshire Bank
Massachusetts
$726K -$320K -1,242 -34%
OL
2083
OneFund LLC
Florida
$724K -$6.7K -26 -1%
MCM
2084
Magnolia Capital Management
New York
$724K – – –
BFA
2085
Brendel Financial Advisors
New Hampshire
$723K +$3.61K +14 +0.6%
BIA
2086
Bigelow Investment Advisors
Maine
$723K – – –
FWP
2087
Fiduciary Wealth Partners
Massachusetts
$722K +$627K +2,433 +14,312%
FIB
2088
First Interstate Bank
Montana
$722K -$25.2K -98 -4%
EWA
2089
Emergent Wealth Advisors
New York
$720K +$35.6K +138 +6%
WOSD
2090
WFA of San Diego
California
$720K +$629K +2,441 New
UAS
2091
United Asset Strategies
New York
$718K +$515 +2 +0.1%
FG
2092
Foster Group
Iowa
$718K +$12.6K +49 +2%
WFAG
2093
Wescott Financial Advisory Group
Pennsylvania
$718K +$3.61K +14 +0.6%
LWM
2094
Lyell Wealth Management
California
$717K +$136K +528 +28%
TCWA
2095
Turtle Creek Wealth Advisors
Texas
$717K +$627K +2,434 New
NFP
2096
Narus Financial Partners
Utah
$716K +$10.8K +42 +2%
FOA
2097
Five Oceans Advisors
California
$713K -$4.12K -16 -0.7%
OF
2098
Outfitter Financial
Maine
$712K -$207K -805 -25%
FSA
2099
Financial Security Advisor
Virginia
$712K +$21.4K +83 +4%
COCM
2100
Charter Oak Capital Management
New Hampshire
$712K +$60.5K +235 +11%
82 83
84
85 86