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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2776
Consilio Wealth Advisors
Washington
$201K +$198K +3,290 New
NFG
2777
Northeast Financial Group
Pennsylvania
$201K +$198K +3,289 New
FI
2778
Finivi Inc
Massachusetts
$201K -$175K -2,910 -47%
BAM
2779
BOS Asset Management
Illinois
$201K +$197K +3,278 New
VPP
2780
Vertex Planning Partners
Illinois
$200K +$197K +3,273 New
AAP
2781
Arax Advisory Partners
Colorado
$196K +$19.2K +319 +11%
NI
2782
NCP Inc
California
$194K +$190K +3,171 New
RS
2783
Rakuten Securities
Japan
$194K -$157K -2,619 -45%
CB
2784
Centennial Bank
Arkansas
$193K -$26.4K -439 -12%
MWM
2785
Mascoma Wealth Management
New Hampshire
$190K – – –
BAM
2786
Bellevue Asset Management
Washington
$187K +$60 +1 +0%
TFIPS
2787
Towarzystwo Funduszy Inwestycyjnych PZU SA
$187K +$19.2K +320 +12%
APW
2788
Acima Private Wealth
Virginia
$186K – – –
EPW
2789
Evergreen Private Wealth
Colorado
$184K +$32.5K +541 +22%
IFS
2790
Intelligent Financial Strategies
Minnesota
$180K – – –
MSG
2791
Main Street Group
Virginia
$174K +$19.6K +327 +13%
BC
2792
Barrett & Company
Rhode Island
$173K -$1.2K -20 -0.7%
OA
2793
Operose Advisors
Wisconsin
$172K – – –
CA
2794
Crewe Advisors
Utah
$169K +$166K +2,766 New
JFGIW
2795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K -$471K -7,846 -74%
ATC
2796
Advantage Trust Company
Kansas
$167K – – –
HFM
2797
Harvest Fund Management
China
$166K -$151K -2,509 -48%
PSB
2798
Piscataqua Savings Bank
New Hampshire
$166K – – –
SIC
2799
SJS Investment Consulting
Ohio
$165K -$15.3K -254 -9%
PK
2800
Pflug Koory
Nebraska
$164K -$27.6K -460 -15%
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