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Name Holding Trade Value Shares
Change 		Change in
Stake
DQRIM
2226
Dale Q Rice Investment Management
Washington
$650K – – –
CM
2227
Cercano Management
Washington
$649K – – –
PFSC
2228
Peoples Financial Services Corp
Pennsylvania
$649K – – –
IA
2229
IFC Advisors
California
$647K +$469K +4,636 New
HI
2230
Human Investing
Oregon
$646K -$1M -9,900 -68%
RW
2231
RVW Wealth
California
$646K -$101K -995 -18%
HWMO
2232
Heritage Wealth Management (Ohio)
Ohio
$645K +$467K +4,619 New
IIA
2233
IPG Investment Advisors
California
$645K -$107K -1,058 -19%
LA
2234
Lynch & Associates
Indiana
$644K -$1.01K -10 -0.2%
MWM
2235
Marion Wealth Management
Pennsylvania
$644K – – –
EC
2236
EdgeRock Capital
Colorado
$644K +$466K +4,609 New
RFG
2237
Range Financial Group
Oregon
$643K +$466K +4,605 New
TAM
2238
TCP Asset Management
Ohio
$643K -$32.9K -325 -7%
BIG
2239
Builder Investment Group
Georgia
$642K – – –
OC
2240
Optima Capital
Oregon
$642K +$3.94K +39 +0.9%
SGDR
2241
SPX Gestao de Recursos
Brazil
$641K +$464K +4,590 New
KCM
2242
Kornitzer Capital Management
Kansas
$637K -$3.39M -33,540 -88%
SB
2243
Strategic Blueprint
Georgia
$636K -$36K -356 -7%
SIA
2244
Sovereign Investment Advisors
Arizona
$635K -$40.5K -400 -8%
XT
2245
XTX Topco
Cayman Islands
$634K -$3.32M -32,857 -88%
ATWA
2246
Arbor Trust Wealth Advisors
Michigan
$632K +$457K +4,524 New
GAA
2247
Global Assets Advisory
Florida
$630K +$156K +1,545 +45%
AIP
2248
Almanack Investment Partners
Pennsylvania
$630K +$456K +4,513 New
PSC
2249
Prentiss Smith & Co
Vermont
$630K +$456K +4,510 New
CFGA
2250
Cambridge Financial Group (Arizona)
Arizona
$630K -$28.3K -280 -6%
88 89
90
91 92