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Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
2451
Three Bridge Wealth Advisors
California
$253K – – –
KM
2452
Kalos Management
Georgia
$252K -$239K -3,768 -49%
BCM
2453
BTC Capital Management
Iowa
$252K -$31.7K -500 -11%
RWM
2454
Reston Wealth Management
Virginia
$252K +$6.15K +97 +2%
KCM
2455
Kathmere Capital Management
Pennsylvania
$252K +$11.2K +176 +5%
CW
2456
Cook Wealth
North Carolina
$251K – – –
MLFP
2457
MPS Loria Financial Planners
Illinois
$251K +$10.5K +165 +4%
APF
2458
Alaska Permanent Fund
Alaska
$251K +$211K +3,321 +494%
TA
2459
TrueWealth Advisors
Alabama
$251K +$253K +3,995 New
FA
2460
Financial Advisors
Massachusetts
$250K +$1.4K +22 +0.6%
KWM
2461
KerberRose Wealth Management
Wisconsin
$250K +$252K +3,977 New
CGFA
2462
Colton Groome Financial Advisors
North Carolina
$250K +$252K +3,981 New
IIC
2463
Integrated Investment Consultants
Michigan
$249K -$34.9K -550 -12%
NCM
2464
Northwest Capital Management
Oregon
$249K – – –
AWS
2465
Arkfeld Wealth Strategies
Nebraska
$249K +$571 +9 +0.2%
TA
2466
Trellis Advisors
Washington
$249K +$18.7K +295 +8%
GWAM
2467
Guardian Wealth Advisors (Minnesota)
Minnesota
$248K -$4.06K -64 -2%
BWM
2468
Baystate Wealth Management
Massachusetts
$247K -$3.74K -59 -1%
WAG
2469
Winthrop Advisory Group
Massachusetts
$247K -$1.08K -17 -0.4%
FBT
2470
First Bank & Trust
South Dakota
$246K -$74.1K -1,169 -23%
CBB
2471
Citizens Business Bank
California
$246K – – –
PIC
2472
Platt Investment Counsel
Florida
$246K – – –
MWPCG
2473
Measured Wealth Private Client Group
New Hampshire
$246K +$3.11K +49 +1%
NQWM
2474
Northwest Quadrant Wealth Management
Oregon
$245K +$9K +142 +4%
TA
2475
TruWealth Advisors
Louisiana
$245K +$247K +3,889 New
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99
100 101