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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2551
MRA Advisory Group
New Jersey
$271K -$51.1K -851 -16%
WIM
2552
Westside Investment Management
California
$271K +$1.98K +33 +0.7%
MA
2553
MKT Advisors
California
$270K -$1.68K -28 -0.6%
CFG
2554
Clayton Financial Group
Missouri
$270K +$265K +4,410 New
FG
2555
Foster Group
Iowa
$269K +$264K +4,402 New
AA
2556
Acorns Advisers
California
$269K +$264K +4,391 New
HFP
2557
Holistic Financial Partners
Indiana
$269K +$30.6K +510 +13%
BCM
2558
BTC Capital Management
Iowa
$269K +$264K +4,389 New
WSWA
2559
Warren Street Wealth Advisors
California
$268K +$34.4K +573 +15%
TFM
2560
TFC Financial Management
Massachusetts
$268K -$3.3K -55 -1%
AIM
2561
Athena Investment Management
California
$268K -$9.01K -150 -3%
BOS
2562
Bank of Stockton
California
$268K +$10.5K +175 +4%
WC
2563
Waterloo Capital
Texas
$267K +$263K +4,371 New
TRIA
2564
Trail Ridge Investment Advisors
Colorado
$267K -$374K -6,218 -59%
RWM
2565
RKL Wealth Management
Pennsylvania
$266K -$40.5K -675 -13%
MSE
2566
MUFG Securities EMEA
United Kingdom
$265K -$217K -3,606 -45%
FC
2567
FCA Corp
Texas
$265K +$601 +10 +0.2%
AWM
2568
Aviso Wealth Management
Washington
$265K +$260K +4,332 New
CP
2569
Castleview Partners
Texas
$264K +$69.5K +1,157 +37%
PIA
2570
Powell Investment Advisors
Florida
$264K -$1.8K -30 -0.7%
TFF
2571
The Family Firm
Maryland
$263K – – –
B
2572
Bensler
Washington
$263K -$4.75K -79 -2%
S
2573
Sachetta
Massachusetts
$263K – – –
TWM
2574
TriaGen Wealth Management
California
$262K -$96.1K -1,600 -27%
SEP
2575
Southland Equity Partners
Missouri
$262K +$9.79K +163 +4%
101 102
103
104 105