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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2476
ArchPoint Investors
Florida
$956K – – –
CC
2477
Cannell & Co
New York
$955K -$30.9K -95 -3%
FAFN
2478
First Affirmative Financial Network
Colorado
$952K +$80.4K +247 +10%
OC
2479
Oarsman Capital
Wisconsin
$949K +$70.3K +216 +9%
ECG
2480
EPIQ Capital Group
California
$949K -$30.6K -94 -3%
AF
2481
Aldebaran Financial
$948K -$1.63K -5 -0.2%
ODG
2482
O'Dell Group
Ohio
$946K -$20.2K -62 -2%
VC
2483
Vicus Capital
Pennsylvania
$946K -$743K -2,282 -46%
IAG
2484
Investment Advisory Group
Massachusetts
$946K -$32.2K -99 -4%
IDA
2485
Intelligence Driven Advisers
California
$946K +$460K +1,414 +140%
TI
2486
tru Independence
Oregon
$943K +$644K +1,978 +288%
LFA
2487
Laraway Financial Advisors
Minnesota
$942K – – –
FCAS
2488
First Command Advisory Services
Texas
$941K -$33.9K -104 -4%
PPW
2489
Parcion Private Wealth
Washington
$941K +$20.8K +64 +2%
BWS
2490
BCR Wealth Strategies
Alabama
$940K – – –
TWM
2491
Thrive Wealth Management
Pennsylvania
$939K +$651 +2 +0.1%
DCM
2492
Dudley Capital Management
Virginia
$938K +$27.7K +85 +3%
LD
2493
Lipe & Dalton
New York
$938K +$17.9K +55 +2%
CAC
2494
Core Alternative Capital
Georgia
$938K -$89.9K -276 -9%
AWA
2495
Amplius Wealth Advisors
Pennsylvania
$937K +$61.2K +188 +8%
FI
2496
Financial Insights
Washington
$933K +$81.4K +250 +10%
CCFM
2497
Clear Creek Financial Management
Washington
$931K +$16.9K +52 +2%
AIA
2498
Angeles Investment Advisors
California
$930K +$108K +331 +14%
DWM
2499
Dorchester Wealth Management
Quebec, Canada
$929K – – –
CPSC
2500
Carl P. Sherr & Co
Massachusetts
$929K +$47.2K +145 +6%
98 99
100
101 102