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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1426
C2C Wealth Management
Arizona
$373K – – –
ICP
1427
Interchange Capital Partners
Pennsylvania
$372K -$1.82K -4 -0.5%
JCM
1428
Jacobsen Capital Management
Utah
$371K +$1.82K +4 +0.5%
4WM
1429
44 Wealth Management
Oregon
$371K +$355K +777 New
NCM
1430
Northside Capital Management
Oregon
$370K – – –
MSAM
1431
Moloney Securities Asset Management
Missouri
$368K -$14.1K -31 -4%
LI
1432
LMCG Investments
Massachusetts
$368K – – –
CFS
1433
CRA Financial Services
New Jersey
$367K +$4.11K +9 +1%
TWM
1434
TSA Wealth Management
Texas
$367K +$22.8K +50 +7%
PVI
1435
Pine Valley Investments
New Jersey
$365K – – –
MAG
1436
M3 Advisory Group
Massachusetts
$363K +$5.47K +12 +2%
AGWCA
1437
Annis Gardner Whiting Capital Advisors
Florida
$363K -$20.1K -44 -5%
RG
1438
Renaissance Group
Kentucky
$359K -$3.19K -7 -0.9%
SCM
1439
Schnieders Capital Management
California
$359K -$26K -57 -7%
NJIM
1440
Nabity-Jensen Investment Management
Nebraska
$356K – – –
CP
1441
Canopy Partners
Ohio
$355K -$3.19K -7 -0.9%
RCM
1442
Radnor Capital Management
Pennsylvania
$354K – – –
RCM
1443
Raleigh Capital Management
North Carolina
$351K +$27.4K +60 +9%
VFA
1444
Values First Advisors
Tennessee
$351K +$17.8K +39 +6%
CA
1445
CoreCap Advisors
Michigan
$351K +$32.9K +72 +11%
HBT
1446
Heartland Bank & Trust
Illinois
$350K -$7.3K -16 -2%
RWA
1447
Rooted Wealth Advisors
Illinois
$348K – – –
MFG
1448
MidWestOne Financial Group
Iowa
$347K – – –
TA
1449
TrueWealth Advisors
Alabama
$347K -$1.37K -3 -0.4%
FG
1450
Fiduciary Group
Georgia
$345K -$73K -160 -18%
56 57
58
59 60