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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3476
Bouchey Financial Group
New York
$1.01M +$32.7K +51 +3%
NCM
3477
Nelson Capital Management
California
$1M -$8.33K -13 -0.7%
OAS
3478
Optivise Advisory Services
Tennessee
$1M -$239K -373 -18%
BNA
3479
BankChampaign National Association
Illinois
$1M +$24.4K +38 +2%
NWM
3480
Northwest Wealth Management
Iowa
$1M +$301K +469 +37%
WCM
3481
Weik Capital Management
Pennsylvania
$1M -$9.61K -15 -0.8%
TWA
3482
Tandem Wealth Advisors
Arizona
$1M +$54.5K +85 +5%
SM
3483
Sweeney & Michel
California
$999K +$13.5K +21 +1%
AWC
3484
Adamsbrown Wealth Consultants
Kansas
$997K +$28.8K +45 +3%
HS
3485
HighVista Strategies
Massachusetts
$997K -$526K -820 -32%
WA
3486
Westfuller Advisors
New York
$996K +$2.56K +4 +0.2%
IF
3487
Integrity Financial
Wyoming
$996K +$69.2K +108 +7%
CTA
3488
Clear Trail Advisors
Texas
$995K -$2.44M -3,815 -69%
PFW
3489
Petros Family Wealth
Minnesota
$994K -$217K -339 -16%
TCWM
3490
Total Clarity Wealth Management
Illinois
$988K +$50.6K +79 +5%
RFN
3491
Redwood Financial Network
Ohio
$987K +$13.5K +21 +1%
AWM
3492
Apex Wealth Management
New Hampshire
$986K +$76.3K +119 +7%
GBWM
3493
Granite Bay Wealth Management
New Hampshire
$986K +$9.61K +15 +0.9%
PA
3494
ProCore Advisors
California
$984K +$163K +255 +17%
PCP
3495
Pacific Capital Partners
$984K +$1.1M +1,720 New
CD
3496
Chapin Davis
Maryland
$983K +$35.9K +56 +3%
CST
3497
Charles Schwab Trust
Nevada
$983K +$818K +1,277 +290%
SP
3498
Saranac Partners
$981K +$141K +220 +11%
RWI
3499
Red Wave Investments
Pennsylvania
$981K +$32.7K +51 +3%
LRPA
3500
L. Roy Papp & Associates
Arizona
$979K – – –
138 139
140
141 142