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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2976
HeadInvest LLC
Maine
$786K +$84.1K +173 +12%
SFP
2977
Sterling Financial Planning
New Jersey
$785K – – –
BA
2978
Ballew Advisors
Mississippi
$783K +$70.5K +145 +10%
IWM
2979
Iams Wealth Management
Nebraska
$782K -$249K -512 -25%
EWS
2980
Evergreen Wealth Solutions
Pennsylvania
$781K -$110K -227 -13%
ECM
2981
Estabrook Capital Management
New York
$779K +$2.43K +5 +0.3%
W
2982
WealthCollab
Washington
$778K -$106K -219 -12%
PMA
2983
Prudent Man Advisors
Illinois
$778K +$27.7K +57 +4%
CMAI
2984
Capital Management Associates Inc
Minnesota
$778K +$486 +1 +0.1%
4WM
2985
4J Wealth Management
Virginia
$776K -$43.7K -90 -6%
PCMF
2986
Private Capital Management (Florida)
Florida
$776K -$342K -704 -31%
LFS
2987
Legacy Financial Strategies
Kansas
$775K +$77.3K +159 +12%
AWM
2988
Austin Wealth Management
Texas
$771K -$14.6K -30 -2%
TC
2989
Truvestments Capital
Florida
$767K +$18K +37 +2%
GWA
2990
Geometric Wealth Advisors
District of Columbia
$767K +$24.3K +50 +3%
AWA
2991
Archvest Wealth Advisors
California
$767K +$228K +470 +45%
BOM
2992
Bank of Marin
California
$763K +$37.4K +77 +5%
WDL
2993
Well Done LLC
Michigan
$763K -$972 -2 -0.1%
A
2994
AJOVista
Massachusetts
$762K – – –
TSW
2995
Three Seasons Wealth
Utah
$761K -$1.75M -3,606 -70%
CGA
2996
Crescent Grove Advisors
Illinois
$760K +$202K +415 +38%
RIG
2997
Ramiah Investment Group
Wisconsin
$759K +$732K +1,506 New
FNT
2998
First Nebraska Trust
Nebraska
$758K – – –
TDC
2999
Thompson Davis & Co
Virginia
$754K +$18.5K +38 +3%
SAM
3000
Satovsky Asset Management
New York
$753K +$972 +2 +0.1%
118 119
120
121 122