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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2451
Wellspring Financial Advisors
Ohio
$249K +$26.5K +436 +12%
PFA
2452
Pure Financial Advisors
California
$249K +$28.9K +475 +13%
CCP
2453
Carmel Capital Partners
California
$249K +$244K +4,013 New
BWM
2454
Baystate Wealth Management
Massachusetts
$247K -$1.76K -29 -0.7%
JEST
2455
JTC Employer Solutions Trustee
Jersey
$247K – – –
BFWA
2456
Benchmark Financial Wealth Advisors
Florida
$246K +$10.9K +179 +5%
WAG
2457
Winthrop Advisory Group
Massachusetts
$245K -$1.22K -20 -0.5%
FA
2458
Financial Advisors
Massachusetts
$245K – – –
NCM
2459
Northwest Capital Management
Oregon
$245K – – –
SFA
2460
Source Financial Advisors
New York
$244K -$31.3K -514 -12%
JWM
2461
Janiczek Wealth Management
Colorado
$244K -$11.9K -196 -5%
RPA
2462
Rock Point Advisors
Vermont
$244K +$912 +15 +0.4%
AWC
2463
Adamsbrown Wealth Consultants
Kansas
$244K +$20K +329 +9%
AA
2464
Aire Advisors
California
$244K +$239K +3,929 New
OFS
2465
Oldfather Financial Services
Nebraska
$243K -$1.16K -19 -0.5%
PIC
2466
Platt Investment Counsel
Florida
$243K +$2.13K +35 +0.9%
CBB
2467
Citizens Business Bank
California
$242K -$120K -1,976 -34%
RWM
2468
Reston Wealth Management
Virginia
$242K -$18.2K -300 -7%
CCA
2469
Column Capital Advisors
Indiana
$242K -$8.82K -145 -4%
MWPCG
2470
Measured Wealth Private Client Group
New Hampshire
$240K -$5.78K -95 -2%
JFGIW
2471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$240K – – –
RCM
2472
RNC Capital Management
California
$239K -$24.1K -396 -9%
TIA
2473
Tandem Investment Advisors
South Carolina
$239K +$1.28K +21 +0.5%
IHWM
2474
Iron Horse Wealth Management
Iowa
$239K +$3.04K +50 +1%
MIM
2475
Meixler Investment Management
Arizona
$238K -$407K -6,685 -64%
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99
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