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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2126
Tandem Investment Advisors
South Carolina
$666K -$56.6K -848 -8%
RA
2127
Rise Advisors
New York
$666K +$133K +1,988 +27%
PH
2128
Pinnacle Holdings
Oklahoma
$662K -$76.4K -1,144 -11%
CA
2129
Cambridge Advisors
Nebraska
$662K -$53.4K -800 -8%
CWI
2130
Conscious Wealth Investments
Florida
$662K -$13.7K -205 -2%
RBFC
2131
Roman Butler Fullerton & Co
Missouri
$662K +$5.21K +78 +0.9%
KOC
2132
Koss-Olinger Consulting
Florida
$661K +$616K +9,228 New
CWS
2133
Cypress Wealth Services
California
$661K -$6.01K -90 -1%
VCM
2134
Vivaldi Capital Management
Illinois
$660K +$27K +405 +5%
SAM
2135
S.A. Mason
Michigan
$659K +$33.4K +500 +6%
MS
2136
Maven Securities
Jersey
$659K +$355K +5,314 +137%
HGWM
2137
Horst & Graben Wealth Management
Oregon
$653K +$14.4K +216 +2%
SHGA
2138
Sand Hill Global Advisors
California
$652K +$78.5K +1,175 +15%
HAG
2139
HF Advisory Group
Maryland
$651K +$49.9K +747 +9%
CSC
2140
Caldwell Sutter Capital
California
$650K -$3.94K -59 -0.6%
LSIA
2141
LaSalle St. Investment Advisors
Illinois
$650K +$156K +2,343 +35%
BWA
2142
BCU Wealth Advisors
Illinois
$648K -$31.2K -467 -5%
SFG
2143
Snider Financial Group
Washington
$646K – – –
CF
2144
Cantor Fitzgerald
New York
$645K +$601K +9,000 New
PMSA
2145
Patrick M. Sweeney & Associates
Illinois
$644K – – –
SCP
2146
Sivia Capital Partners
California
$644K +$58.6K +878 +11%
FAFN
2147
First Affirmative Financial Network
Colorado
$641K +$66.7K +999 +13%
FNBSF
2148
First National Bank Sioux Falls
South Dakota
$639K +$596K +8,926 New
NWMG
2149
Nicholson Wealth Management Group
South Carolina
$639K – – –
MP
2150
McDonald Partners
Ohio
$639K -$65.3K -978 -10%
84 85
86
87 88