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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1626
Stiles Financial Services
Minnesota
$297K +$473 +1 +0.2%
NWM
1627
Northcape Wealth Management
New York
$296K -$947 -2 -0.3%
MWA
1628
Motive Wealth Advisors
Michigan
$295K +$1.89K +4 +0.6%
HFS
1629
Hoge Financial Services
Pennsylvania
$293K +$8.99K +19 +3%
ITIM
1630
Indiana Trust & Investment Management
Indiana
$292K – – –
AWA
1631
Aletheian Wealth Advisors
Washington
$291K +$473 +1 +0.2%
KBFS
1632
Kohmann Bosshard Financial Services
Ohio
$291K – – –
WPP
1633
Whalerock Point Partners
Rhode Island
$288K – – –
SWIM
1634
Smallwood Wealth Investment Management
New Jersey
$288K – – –
AA
1635
Auxano Advisors
Washington
$287K -$28.9K -61 -9%
FWCM
1636
Ferguson Wellman Capital Management
Oregon
$287K +$286K +604 New
HFS
1637
Haverford Financial Services
Pennsylvania
$287K +$286K +604 New
TWA
1638
Talisman Wealth Advisors
New Jersey
$286K – – –
AC
1639
Asio Capital
Kentucky
$285K +$4.26K +9 +2%
CIP
1640
Convergence Investment Partners
Florida
$285K – – –
AWAP
1641
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$285K – – –
ETS
1642
ESL Trust Services
New York
$285K – – –
FCCM
1643
First City Capital Management
Georgia
$285K – – –
SCA
1644
Sulzberger Capital Advisors
Florida
$285K – – –
TPF
1645
Tribridge Partners Financial
Maryland
$285K -$473 -1 -0.2%
MMA
1646
Mizuho Markets Americas
New York
$284K -$10.9K -23 -4%
LFG
1647
Lockerman Financial Group
California
$284K -$9.94K -21 -3%
PA
1648
Planning Alternatives
Michigan
$283K +$53.5K +113 +23%
GLR
1649
Great Lakes Retirement
Ohio
$281K -$28.4K -60 -9%
FFA
1650
Fi3 Financial Advisors
Indiana
$281K +$36.5K +77 +15%
64 65
66
67 68