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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
3076
Cornell Pochily Investment Advisors
New York
$658K -$58.9K -132 -9%
SFC
3077
Sprinkle Financial Consultants
Colorado
$657K -$39.3K -88 -6%
MFWP
3078
Mosaic Family Wealth Partners
Missouri
$656K +$18.3K +41 +3%
BWA
3079
Blodgett Wealth Advisors
California
$656K +$55.8K +125 +10%
NLP
3080
Next Level Private
New York
$656K +$602K +1,350 New
WWM
3081
Wolff Wiese Magana
California
$655K +$29.4K +66 +5%
JWM
3082
JGP Wealth Management
Oregon
$654K -$19.2K -43 -3%
EFA
3083
Evernest Financial Advisors
Indiana
$654K +$71.4K +160 +13%
ACM
3084
Avalon Capital Management
California
$654K +$106K +238 +21%
BIA
3085
Bell Investment Advisors
California
$653K +$13.8K +31 +2%
MCA
3086
MSH Capital Advisors
Arizona
$653K -$32.1K -72 -5%
RA
3087
Rise Advisors
New York
$651K +$493K +1,105 +468%
HNW
3088
High Note Wealth
Minnesota
$651K – – –
ESBC
3089
E.S. Barr & Co
Kentucky
$650K – – –
BBW
3090
Blue Barn Wealth
Utah
$649K +$99.5K +223 +20%
TFO
3091
Tarbox Family Office
California
$648K – – –
CASB
3092
Cape Ann Savings Bank
Massachusetts
$648K +$332K +744 +126%
HNWA
3093
Henrickson Nauta Wealth Advisors
Michigan
$648K +$10.3K +23 +2%
SP
3094
Successful Portfolios
Florida
$647K +$2.23K +5 +0.4%
SICM
3095
Sustainable Insight Capital Management
New York
$647K -$268K -600 -31%
KFI
3096
Key Financial Inc
Pennsylvania
$646K +$37.9K +85 +7%
SAM
3097
S.A. Mason
Michigan
$645K +$8.92K +20 +2%
SLG
3098
Stanley-Laman Group
Pennsylvania
$644K – – –
AIM
3099
Acropolis Investment Management
Missouri
$643K +$5.8K +13 +1%
TA
3100
TFG Advisers
Michigan
$643K -$3.12K -7 -0.5%
122 123
124
125 126