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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2526
Financial Insights
Washington
$279K – – –
RFP
2527
Root Financial Partners
California
$279K +$274K +4,561 New
MWM
2528
Marion Wealth Management
Pennsylvania
$279K +$274K +4,557 New
AWS
2529
Arkfeld Wealth Strategies
Nebraska
$279K +$2.1K +35 +0.7%
VWMG
2530
Virginia Wealth Management Group
Virginia
$278K – – –
LA
2531
LexAurum Advisors
Kansas
$277K -$447K -7,438 -62%
HCP
2532
Holt Capital Partners
Texas
$277K – – –
PFA
2533
Pathway Financial Advisors
Vermont
$276K -$481 -8 -0.2%
BAM
2534
Blueshift Asset Management
New Jersey
$275K -$274K -4,557 -50%
OC
2535
Opinicus Capital
Florida
$275K +$270K +4,487 New
RA
2536
Riversedge Advisors
Delaware
$274K +$19K +316 +8%
WDL
2537
Well Done LLC
Michigan
$274K +$41.4K +689 +18%
TSWM
2538
Triangle Securities Wealth Management
North Carolina
$274K +$27K +450 +11%
JJBC
2539
James J. Burns & Company
New York
$273K -$78.1K -1,300 -22%
OWM
2540
OneAscent Wealth Management
Alabama
$273K -$31.2K -520 -11%
SRC
2541
Sage Rhino Capital
California
$273K +$6.43K +107 +2%
DC
2542
DeDora Capital
California
$273K +$19.8K +329 +8%
SFA
2543
Source Financial Advisors
New York
$273K -$56.9K -947 -18%
NCTC
2544
New Covenant Trust Company
Indiana
$273K +$268K +4,455 New
PCH
2545
PGIM Custom Harvest
New Jersey
$272K +$50K +833 +23%
WS
2546
Wela Strategies
Georgia
$272K +$961 +16 +0.4%
BWM
2547
Buckley Wealth Management
Nevada
$272K – – –
CBFP
2548
Cedar Brook Financial Partners
Ohio
$271K -$3.84K -64 -1%
OPOWM
2549
One Plus One Wealth Management
Florida
$271K -$24K -400 -8%
GWM
2550
Greenwich Wealth Management
Connecticut
$271K +$22.7K +378 +9%
100 101
102
103 104