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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
2801
My Personal CFO LLC
Washington
$1.58M +$587 +1 +0%
CASB
2802
Cape Ann Savings Bank
Massachusetts
$1.58M -$11.7K -20 -0.7%
GFA
2803
Gallagher Fiduciary Advisors
Illinois
$1.57M +$337K +574 +27%
SGK
2804
Steigerwald Gordon & Koch
Virginia
$1.57M +$9.98K +17 +0.6%
MWP
2805
Meridian Wealth Partners
Pennsylvania
$1.57M +$23.5K +40 +2%
OPWM
2806
Oxinas Partners Wealth Management
Indiana
$1.56M +$552K +941 +54%
BFW
2807
Brady Family Wealth
Missouri
$1.56M +$194K +331 +14%
GGS
2808
Galvin Gaustad & Stein
Arizona
$1.56M – – –
PMFA
2809
Plante Moran Financial Advisors
Michigan
$1.56M +$587 +1 +0%
GF
2810
Gries Financial
Ohio
$1.56M +$94.5K +161 +6%
TFA
2811
Tranquilli Financial Advisor
New Jersey
$1.55M -$145K -247 -9%
EWA
2812
Etesian Wealth Advisors
Oregon
$1.55M +$587 +1 +0%
BCG
2813
BayBridge Capital Group
California
$1.55M -$56.4K -96 -3%
DIM
2814
Delta Investment Management
California
$1.54M +$291K +496 +23%
HFM
2815
Hartford Funds Management
Pennsylvania
$1.54M +$127K +217 +9%
WF
2816
Wayfinding Financial
Washington
$1.54M +$1.55M +2,635 New
HI
2817
Harper Investing
California
$1.54M +$2.94K +5 +0.2%
JWM
2818
Jacksonville Wealth Management
Florida
$1.54M +$1.54M +2,631 New
PPH
2819
Pure Portfolios Holdings
Oregon
$1.54M -$78.1K -133 -5%
KFA
2820
Krane Funds Advisors
New York
$1.54M +$397K +676 +35%
PIC
2821
Portland Investment Counsel
Ontario, Canada
$1.54M – – –
AMG
2822
Asset Management Group
Connecticut
$1.54M +$587 +1 +0%
TI
2823
tru Independence
Oregon
$1.54M -$25.8K -44 -2%
FCM
2824
Fieldview Capital Management
Michigan
$1.54M +$1.54M +2,622 New
AFPL
2825
Advus Financial Partners, LLC
Florida
$1.53M +$121K +206 +9%
111 112
113
114 115