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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3376
Phillips Financial Management
Indiana
$1.2M +$356K +478 +41%
SHFA
3377
SS&H Financial Advisors
Michigan
$1.2M – – –
PC
3378
Permanens Capital
New York
$1.2M -$453K -609 -27%
AAM
3379
Augustine Asset Management
Florida
$1.2M +$93.8K +126 +8%
OWM
3380
Opes Wealth Management
California
$1.19M +$330K +443 +37%
CFIA
3381
Cantor Fitzgerald Investment Advisors
New York
$1.19M – – –
4WM
3382
4J Wealth Management
Virginia
$1.19M -$8.93K -12 -0.7%
SI
3383
Stonekeep Investments
New Mexico
$1.19M -$3.72K -5 -0.3%
DF
3384
Dunhill Financial
United Kingdom
$1.19M -$5.95K -8 -0.5%
ODIJL
3385
One Day In July LLC
Vermont
$1.19M +$68.5K +92 +6%
PCM
3386
Pennsylvania Capital Management
Pennsylvania
$1.18M +$12.7K +17 +1%
HI
3387
Hudock Inc
Pennsylvania
$1.18M +$32.7K +44 +3%
CPIA
3388
Cornell Pochily Investment Advisors
New York
$1.18M +$2.23K +3 +0.2%
VFPW
3389
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.18M – – –
NWM
3390
Napa Wealth Management
California
$1.18M -$31.3K -42 -3%
ECM
3391
Estabrook Capital Management
New York
$1.18M +$16.4K +22 +1%
FNT
3392
First Nebraska Trust
Nebraska
$1.18M +$39.4K +53 +3%
RC
3393
Rexford Capital
Texas
$1.18M – – –
AA
3394
Argent Advisors
Louisiana
$1.18M +$202K +272 +20%
HCG
3395
Haven Capital Group
California
$1.18M +$438K +589 +58%
GBWM
3396
Granite Bay Wealth Management
New Hampshire
$1.18M +$23.8K +32 +2%
RWRC
3397
R.W. Roge & Company
New York
$1.17M +$36.5K +49 +3%
JWS
3398
Juncture Wealth Strategies
Arizona
$1.17M -$14.1K -19 -1%
SAM
3399
Strive Asset Management
Ohio
$1.17M -$8.19K -11 -0.7%
MWP
3400
Madison Wealth Partners
Wisconsin
$1.17M +$14.9K +20 +1%
134 135
136
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