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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2826
Montis Financial
Massachusetts
$409K -$2.25K -7 -0.6%
XF
2827
XML Financial
Maryland
$409K – – –
PFSC
2828
Peoples Financial Services Corp
Pennsylvania
$409K +$130K +405 +53%
AWM
2829
Activest Wealth Management
Florida
$408K -$76.7K -239 -17%
MIA
2830
MainStreet Investment Advisors
Illinois
$408K -$34.3K -107 -8%
PCTC
2831
Perkins Coie Trust Company
Washington
$407K – – –
BWP
2832
Bernardo Wealth Planning
Pennsylvania
$406K -$4.81K -15 -1%
HKIM
2833
Hayek Kallen Investment Management
Alabama
$406K – – –
NCM
2834
Northwest Capital Management
Oregon
$406K +$4.17K +13 +1%
CWM
2835
Curi Wealth Management
North Carolina
$406K +$85.3K +266 +29%
TPW
2836
Tiller Private Wealth
Pennsylvania
$404K -$1.28K -4 -0.3%
TFA
2837
Teamwork Financial Advisors
Texas
$404K +$35.3K +110 +10%
OGF
2838
Orin Green Financial
California
$404K +$50.7K +158 +16%
ABTD
2839
Arvest Bank Trust Division
Oklahoma
$404K +$75.1K +234 +25%
HAC
2840
Harbor Advisory Corp
New Hampshire
$403K -$1.02M -3,164 -73%
TA
2841
TruWealth Advisors
Louisiana
$403K -$24.1K -75 -6%
AIM
2842
Arcadia Investment Management
Michigan
$403K -$20.9K -65 -5%
CHJWM
2843
Carlton Hofferkamp & Jenks Wealth Management
Texas
$403K +$52.9K +165 +16%
BWM
2844
BCGM Wealth Management
Indiana
$402K – – –
GG
2845
GenWealth Group
New Jersey
$399K – – –
LAM
2846
LifePro Asset Management
California
$398K -$33.7K -105 -8%
MWA
2847
Moser Wealth Advisors
Washington
$398K +$11.2K +35 +3%
AC
2848
AlphaCore Capital
California
$397K +$321 +1 +0.1%
FCFC
2849
First Citizens Financial Corp
Iowa
$396K – – –
KAM
2850
Knightsbridge Asset Management
California
$396K +$33K +103 +10%
112 113
114
115 116