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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3426
Black Diamond Financial
Maryland
$808K +$58.7K +100 +8%
PA
3427
Probity Advisors
Texas
$805K +$177K +302 +28%
BWP
3428
Barlow Wealth Partners
Kentucky
$805K +$29.3K +50 +4%
MWM
3429
Mosley Wealth Management
California
$804K +$74.5K +127 +12%
NFC
3430
Northstar Financial Companies
Pennsylvania
$804K +$806K +1,373 New
HPC
3431
Hobart Private Capital
North Carolina
$804K +$247K +420 +44%
MAC
3432
Mason & Associates (California)
California
$803K +$178K +304 +28%
WWM
3433
Waterway Wealth Management
Texas
$803K +$138K +235 +21%
PHIC
3434
Pine Haven Investment Counsel
Massachusetts
$803K -$8.22K -14 -1%
AWM
3435
Atticus Wealth Management
Florida
$802K +$7.63K +13 +1%
ISFAN
3436
Investor's Fiduciary Advisor Network
Washington
$802K +$804K +1,370 New
NJBEST
3437
New Jersey Better Educational Savings Trust
New Jersey
$800K – – –
RIP
3438
Reliant Investment Partners
North Carolina
$800K +$802K +1,366 New
NO
3439
Ninety One
South Africa
$799K – – –
RA
3440
Rise Advisors
New York
$799K -$4.7K -8 -0.6%
I
3441
IMPACTfolio
Colorado
$796K – – –
CFGW
3442
Chancellor Financial Group WB
Pennsylvania
$796K +$798K +1,360 New
SFC
3443
Sprinkle Financial Consultants
Colorado
$796K -$15.3K -26 -2%
MWP
3444
Madison Wealth Partners
Wisconsin
$796K +$25.8K +44 +3%
LGG
3445
Luts & Greenleigh Group
Maryland
$795K +$587 +1 +0.1%
PAA
3446
Peregrine Asset Advisers
Oregon
$795K -$4.71M -8,020 -86%
PA
3447
Prossimo Advisors
California
$795K +$226K +385 +40%
LAM
3448
Lakewood Asset Management
Illinois
$794K – – –
RL
3449
Rogco LP
Oklahoma
$794K – – –
SWA
3450
Serenus Wealth Advisors
California
$793K +$795K +1,355 New
136 137
138
139 140