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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
3426
Pacific Sage Partners
Washington
$1.19M +$61.4K +92 +5%
HHRDM
3427
H&H Retirement Design & Management
Nevada
$1.19M – – –
SHFA
3428
SS&H Financial Advisors
Michigan
$1.19M +$107K +160 +10%
CAM
3429
Cacti Asset Management
Georgia
$1.19M – – –
PSC
3430
Prentiss Smith & Co
Vermont
$1.19M – – –
BA
3431
Ballew Advisors
Mississippi
$1.19M +$70.1K +105 +6%
AFM
3432
Abbot Financial Management
Massachusetts
$1.18M +$426K +638 +55%
PWA
3433
Portus Wealth Advisors
North Carolina
$1.18M +$134K +201 +13%
OBWA
3434
Oak Barrel Wealth Advisory
Virginia
$1.18M +$1.19M +1,784 New
PA
3435
PFW Advisors
Georgia
$1.17M -$112K -167 -9%
VIPI
3436
Vista Investment Partners II
Indiana
$1.17M -$2.67K -4 -0.2%
AT
3437
Arlington Trust
Alabama
$1.17M -$353K -529 -23%
CG
3438
Clarus Group
Texas
$1.17M +$20K +30 +2%
NCM
3439
Nelson Capital Management
California
$1.17M -$55.4K -83 -4%
WCM
3440
Weik Capital Management
Pennsylvania
$1.17M +$24K +36 +2%
SA
3441
Sonoma Allocations
California
$1.16M -$84.1K -126 -7%
KDA
3442
Kraft Davis & Associates
Missouri
$1.16M +$340K +509 +38%
NWP
3443
NerdWallet Wealth Partners
New York
$1.16M -$7.34K -11 -0.6%
SP
3444
SIH Partners
Delaware
$1.16M -$3.41M -5,101 -74%
HAFG
3445
Hansen & Associates Financial Group
California
$1.16M +$177K +265 +18%
GCS
3446
Gordian Capital (Singapore)
Singapore
$1.16M -$66.8K -100 -5%
GCP
3447
GSA Capital Partners
United Kingdom
$1.16M -$447K -670 -28%
PC
3448
PCB Capital
New Jersey
$1.16M +$1.17M +1,754 New
OC
3449
Oakworth Capital
Alabama
$1.16M -$274K -411 -19%
NC
3450
NewSquare Capital
Pennsylvania
$1.15M -$271K -406 -19%
136 137
138
139 140