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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3676
Strategic Wealth Advisors
Arizona
$14K +$14.5K +26 New
WW
3677
Winnow Wealth
Texas
$13.7K -$2.79K -5 -17%
NECFA
3678
New England Capital Financial Advisors
Connecticut
$13.7K – – –
BWM
3679
Benson Wealth Management
Tennessee
$13.1K +$12.9K +23 New
SIA
3680
Sit Investment Associates
Minnesota
$13K – – –
PIS
3681
POM Investment Strategies
North Carolina
$12.6K +$2.24K +4 +22%
BCM
3682
Basso Capital Management
Connecticut
$12.6K +$12.3K +22 New
KFG
3683
Kingdom Financial Group
Arizona
$12K +$11.7K +21 New
QWM
3684
Quaker Wealth Management
New Jersey
$12K +$3.91K +7 +50%
OBWP
3685
O'Brien Wealth Partners
Massachusetts
$12K -$559 -1 -5%
LIM
3686
Longfellow Investment Management
Massachusetts
$12K – – –
JFG
3687
JDM Financial Group
Texas
$11.5K – – –
IIM
3688
IFC & Insurance Marketing
California
$10K +$10.1K +18 New
RPA
3689
Redwood Park Advisors
California
$9.72K – – –
TBFA
3690
Three Bearings Fiduciary Advisors
New Hampshire
$9.71K +$10.1K +18 New
NWS
3691
Nvest Wealth Strategies
Ohio
$9.71K +$9.5K +17 New
SA
3692
SRH Advisors
Kansas
$8.61K +$8.38K +15 New
GCM
3693
Glynn Capital Management
California
$8.56K – – –
GWM
3694
Gilpin Wealth Management
Colorado
$7.99K +$7.83K +14 New
BFS
3695
Bare Financial Services
Pennsylvania
$7.99K -$559 -1 -7%
TCM
3696
TD Capital Management
Tennessee
$7.49K – – –
TIM
3697
Thompson Investment Management
Wisconsin
$7.42K – – –
SHF
3698
Safe Harbor Fiduciary
Florida
$6.85K +$6.71K +12 New
WFA
3699
West Financial Advisors
Iowa
$6.85K +$6.71K +12 New
WA
3700
Whipplewood Advisors
Colorado
$6.85K +$6.71K +12 New
146 147
148
149 150