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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3376
Mattern Capital Management
Colorado
$885K -$7.1K -11 -0.7%
PFW
3377
Petros Family Wealth
Minnesota
$884K +$136K +211 +16%
FFWM
3378
Future Financial Wealth Management
Ohio
$883K +$1.94K +3 +0.2%
SDH
3379
Sloy Dahl & Holst
Washington
$882K – – –
BWA
3380
Blodgett Wealth Advisors
California
$882K +$123K +190 +14%
AFG
3381
Allegheny Financial Group
Pennsylvania
$881K +$277K +429 +39%
PA
3382
Probity Advisors
Texas
$880K +$98.1K +152 +11%
WOC
3383
West Oak Capital
California
$879K -$77.4K -120 -7%
SFCL
3384
Strengthening Families & Communities LLC
Massachusetts
$877K +$195K +302 +25%
ACM
3385
Avalon Capital Management
California
$875K +$32.3K +50 +3%
NCM
3386
New Capital Management
Texas
$873K -$66.5K -103 -6%
AIM
3387
Alhambra Investment Management
Florida
$872K +$177K +274 +22%
AGDI
3388
Absolute Gestao de Investimentos
Brazil
$871K +$975K +1,512 New
LCC
3389
Lincoln Capital Corp
Rhode Island
$871K +$21.9K +34 +2%
CPG
3390
Cornerstone Planning Group
New Jersey
$868K +$379K +587 +54%
TWA
3391
Tandem Wealth Advisors
Arizona
$865K -$11K -17 -1%
GAM
3392
Gould Asset Management
California
$865K +$34.2K +53 +4%
GC
3393
Gruss & Co
Florida
$865K -$645K -1,000 -40%
HFP
3394
Holistic Financial Partners
Indiana
$864K +$1.94K +3 +0.2%
W
3395
WealthCollab
Washington
$863K -$136K -211 -12%
SAM
3396
Satovsky Asset Management
New York
$863K +$1.29K +2 +0.1%
OAS
3397
Optivise Advisory Services
Tennessee
$863K -$154K -239 -14%
CCA
3398
Conservest Capital Advisors
Pennsylvania
$861K +$71.6K +111 +8%
KCP
3399
Kera Capital Partners
California
$860K +$277K +430 +40%
WWC
3400
Waypoint Wealth Counsel
Georgia
$860K +$99.4K +154 +12%
134 135
136
137 138