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Name Holding Trade Value Shares
Change 		Change in
Stake
I
3426
IMPACTfolio
Colorado
$260K – – –
KCM
3427
Kaye Capital Management
California
$259K – – –
CWM
3428
Cahaba Wealth Management
Georgia
$259K -$12.4K -38 -5%
AWP
3429
Abacus Wealth Partners
California
$259K +$238K +732 New
REMPR
3430
Roof Eidam Maycock Peralta (REMP)
California
$258K – – –
EWM
3431
Edge Wealth Management
New York
$258K +$9.12K +28 +4%
JA
3432
JVL Associates
Michigan
$257K +$237K +727 New
VAMG
3433
Voisard Asset Management Group
Michigan
$256K +$235K +723 New
SCA
3434
St. Clair Advisors
Ohio
$256K -$102K -314 -30%
AMBIA
3435
Allen Mooney & Barnes Investment Advisors
Georgia
$256K -$52.8K -162 -18%
EA
3436
Eclectic Associates
California
$255K – – –
FIC
3437
Family Investment Center
Missouri
$255K +$234K +720 New
FWA
3438
FSC Wealth Advisors
New York
$254K – – –
SMWM
3439
Silvia McColl Wealth Management
California
$254K +$233K +717 New
AFS
3440
AFG Fiduciary Services
Massachusetts
$253K -$26.4K -81 -10%
RP
3441
Riverbridge Partners
Minnesota
$253K -$26.1K -80 -10%
SA
3442
SAM Advisors
California
$253K +$326 +1 +0.1%
PK
3443
Pflug Koory
Nebraska
$252K -$122K -375 -34%
LEA
3444
Legacy Edge Advisors
New York
$251K +$231K +710 New
VBFG
3445
Vishria Bird Financial Group
Tennessee
$251K +$231K +709 New
SAM
3446
Summit Asset Management
Tennessee
$251K -$651 -2 -0.3%
IFO
3447
Independent Family Office
New York
$251K – – –
UW
3448
Unique Wealth
Florida
$251K +$231K +708 New
W
3449
WorthPointe
California
$250K -$90.5K -278 -28%
GWM
3450
Gray Wealth Management
Maine
$250K +$230K +707 New
136 137
138
139 140