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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3076
West Financial Advisors
Iowa
$217K – – –
WC
3077
Wexford Capital
Florida
$217K – – –
IIA
3078
ICW Investment Advisors
Arizona
$216K +$12K +48 +5%
CSWG
3079
Cardinal Strategic Wealth Guidance
Kentucky
$215K -$11.7K -47 -5%
VCP
3080
Vista Capital Partners
Oregon
$214K -$50.7K -203 -17%
CWM
3081
Curi Wealth Management
North Carolina
$213K -$603K -2,413 -72%
NCM
3082
Nelson Capital Management
California
$213K +$5K +20 +2%
AFS
3083
Axiom Financial Strategies
Indiana
$212K -$43.5K -174 -14%
AWM
3084
Aberdeen Wealth Management
Illinois
$211K – – –
SA
3085
SAM Advisors
California
$211K +$237K +948 New
VC
3086
Veery Capital
Delaware
$210K +$3.5K +14 +2%
FFMBT
3087
First Farmers & Merchants Bank Trust
Tennessee
$210K +$7.75K +31 +3%
G
3088
GenTrust
Florida
$209K -$74K -296 -24%
FEM
3089
Fulcrum Equity Management
Texas
$209K -$13.2K -53 -5%
UFA
3090
US Financial Advisors
Massachusetts
$209K +$235K +940 New
C
3091
CEDRUS
Colorado
$209K +$15.2K +61 +7%
TCWA
3092
Ten Capital Wealth Advisors
Washington
$208K -$166K -663 -42%
IIM
3093
Ironwood Investment Management
Massachusetts
$208K -$3.75K -15 -2%
PFM
3094
Peak Financial Management
Massachusetts
$207K – – –
RB
3095
Rodgers Brothers
Pennsylvania
$207K – – –
BOM
3096
Bank of Marin
California
$207K +$1K +4 +0.4%
JMFC
3097
J.M. Forbes & Co
Massachusetts
$207K +$10.5K +42 +5%
BRA
3098
Biechele Royce Advisors
Indiana
$207K +$25K +100 +12%
NWMG
3099
National Wealth Management Group
Ohio
$206K +$7.5K +30 +3%
PL
3100
Pluribus Labs
California
$205K -$232K -927 -50%
122 123
124
125 126