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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2776
O'Brien Wealth Partners
Massachusetts
$582K -$32.5K -98 -4%
WW
2777
Waterfront Wealth
Kansas
$582K +$161K +486 +39%
EDRIA
2778
Edmonds Duncan Registered Investment Advisors
Kansas
$581K +$99.6K +300 +20%
TNA
2779
True North Advisors
Texas
$577K +$51.5K +155 +10%
OBWG
2780
Onyx Bridge Wealth Group
New York
$575K +$56.1K +169 +11%
RC
2781
Rovin Capital
Arizona
$574K +$567K +1,708 New
TC
2782
Tacita Capital
Ontario, Canada
$572K – – –
SCM
2783
SOL Capital Management
Maryland
$572K +$49.8K +150 +10%
PG
2784
Prostatis Group
Maryland
$572K -$15.9K -48 -3%
BIA
2785
Bigelow Investment Advisors
Maine
$570K +$4.65K +14 +0.8%
BWM
2786
Baystate Wealth Management
Massachusetts
$570K +$7.3K +22 +1%
BBW
2787
Blue Barn Wealth
Utah
$569K -$170K -512 -23%
BCA
2788
Bay Colony Advisors
Massachusetts
$568K -$86.7K -261 -13%
FIM
2789
FWL Investment Management
Texas
$567K -$86.3K -260 -13%
VCM
2790
Vision Capital Management
Oregon
$565K – – –
VIM
2791
VELA Investment Management
Ohio
$564K +$557K +1,678 New
MA
2792
Maxele Advisors
Missouri
$563K +$556K +1,675 New
EBA
2793
Eagle Bay Advisors
New York
$563K -$37.5K -113 -6%
ML
2794
McAdam LLC
Pennsylvania
$562K -$13.9K -42 -2%
HA
2795
HYA Advisors
Missouri
$562K -$3.65K -11 -0.7%
KIC
2796
Kensington Investment Counsel
California
$562K +$555K +1,672 New
PS
2797
Planned Solutions
California
$561K +$553K +1,667 New
PWS
2798
Peloton Wealth Strategists
Indiana
$560K -$1.58M -4,745 -74%
HP
2799
HT Partners
Connecticut
$560K -$1.33K -4 -0.2%
RI
2800
Rinkey Investments
California
$560K +$562K +1,692 New
110 111
112
113 114