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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2351
Wellspring Financial Advisors
Ohio
$690K -$224K -433 -25%
CPA
2352
Cardiff Park Advisors
California
$689K +$518 +1 +0.1%
PHWM
2353
Pine Harbor Wealth Management
Maryland
$685K +$518 +1 +0.1%
CAM
2354
Cidel Asset Management
Ontario, Canada
$685K – – –
CFA
2355
CWS Financial Advisors
Michigan
$683K +$55.4K +107 +9%
XSC
2356
X-Square Capital
Puerto Rico
$683K +$51.8K +100 +8%
C
2357
Covestor
United Kingdom
$683K +$58.5K +113 +10%
WC
2358
Weil Company
California
$683K +$671K +1,297 New
AGAM
2359
Audent Global Asset Management
California
$678K +$414K +800 +164%
AF
2360
Atala Financial
California
$678K +$666K +1,287 New
WCM
2361
Wedge Capital Management
North Carolina
$677K – – –
PW
2362
Peninsula Wealth
California
$675K +$10.9K +21 +2%
GC
2363
GFG Capital
Florida
$674K +$2.59K +5 +0.4%
CAM
2364
Claret Asset Management
Quebec, Canada
$674K -$2.59K -5 -0.4%
EWM
2365
Evermay Wealth Management
Virginia
$673K – – –
NWA
2366
New World Advisors
Massachusetts
$671K -$11.4K -22 -2%
CIS
2367
Custom Index Systems
New York
$671K +$5.18K +10 +0.8%
OPWM
2368
Oregon Pacific Wealth Management
Oregon
$670K +$659K +1,273 New
MCM
2369
Mattern Capital Management
Colorado
$669K +$56.4K +109 +9%
RMAM
2370
Raab & Moskowitz Asset Management
New Jersey
$669K -$66.3K -128 -9%
FPWM
2371
FSB Premier Wealth Management
Iowa
$668K +$32.6K +63 +5%
NP
2372
Ninepoint Partners
Ontario, Canada
$668K -$125K -241 -16%
SAM
2373
Sherman Asset Management
California
$667K +$656K +1,267 New
SAM
2374
Summit Asset Management
Tennessee
$666K – – –
MW
2375
MBL Wealth
North Carolina
$666K -$10.4K -20 -2%
93 94
95
96 97