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Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
3051
Insight 2811 Inc
Illinois
$254K -$3.4K -45 -1%
NC
3052
North Capital
Utah
$254K -$32.5K -430 -11%
PWS
3053
Pursuit Wealth Strategies
North Carolina
$254K +$252K +3,334 New
VFP
3054
Vilga Financial Planning
New Jersey
$254K – – –
JEST
3055
JTC Employer Solutions Trustee
Jersey
$253K – – –
CIA
3056
Cascade Investment Advisors
Oregon
$253K – – –
MC
3057
Mirabaud & Cie
Switzerland
$253K -$908K -12,005 -78%
CJ
3058
Caitlin John
Michigan
$252K -$7.18K -95 -3%
FFA
3059
Fortune Financial Advisors
Kansas
$252K -$9.75K -129 -4%
ACC
3060
Acorn Creek Capital
Colorado
$251K +$23.1K +305 +10%
N
3061
Numerai
California
$251K +$249K +3,300 New
PWA
3062
Pitcairn Wealth Advisors
Pennsylvania
$251K – – –
CWP
3063
Curated Wealth Partners
California
$250K +$249K +3,290 New
OWCM
3064
One Wealth Capital Management
Arizona
$250K -$69.8K -923 -22%
IWP
3065
Innova Wealth Partners
Pennsylvania
$250K +$19.4K +257 +8%
SIA
3066
Stegner Investment Associates
Kentucky
$249K – – –
MSCM
3067
McElhenny Sheffield Capital Management
Texas
$249K +$29.3K +388 +13%
BW
3068
Basepoint Wealth
Iowa
$249K – – –
MWP
3069
Meridian Wealth Partners
Pennsylvania
$249K +$2.34K +31 +1%
WFPG
3070
Waller Financial Planning Group
Ohio
$248K – – –
CP
3071
Clarendon Private
Massachusetts
$248K +$246K +3,256 New
SL
3072
StoryOne LLC
Kansas
$248K – – –
WIA
3073
Wetzel Investment Advisors
Indiana
$247K -$4.38K -58 -2%
VST
3074
Van Strum & Towne
California
$247K +$227 +3 +0.1%
FCIM
3075
Fairview Capital Investment Management
California
$247K – – –
121 122
123
124 125