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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3501
Montis Financial
Massachusetts
$978K +$39.7K +62 +4%
MAM
3502
MMA Asset Management
Pennsylvania
$978K +$16.7K +26 +2%
IPWA
3503
International Private Wealth Advisors
California
$977K -$1.73M -2,695 -61%
DJYG
3504
David J. Yvars Group
Florida
$976K -$904K -1,410 -45%
4WM
3505
4J Wealth Management
Virginia
$975K +$23.1K +36 +2%
VCP
3506
Vista Capital Partners
Oregon
$975K +$286K +447 +36%
PPA
3507
Pacific Point Advisors
California
$974K +$135K +211 +14%
UBV
3508
United Bank (Virginia)
Virginia
$974K -$79.5K -124 -7%
CFA
3509
Collaborative Fund Advisors
Nevada
$974K +$1.09M +1,703 New
MAWCM
3510
Mine & Arao Wealth Creation & Management
California
$974K -$10.3K -16 -0.9%
RCWM
3511
Royal Capital Wealth Management
Indiana
$973K – – –
PM
3512
Penbrook Management
New York
$973K – – –
BFG
3513
Birch Financial Group
New Hampshire
$972K +$281K +438 +35%
MP
3514
Moment Partners
California
$971K – – –
TBNY
3515
Trustco Bank (New York)
New York
$970K – – –
TPW
3516
Talon Private Wealth
Florida
$968K +$1.08M +1,693 New
ODIJL
3517
One Day In July LLC
Vermont
$968K +$44.9K +70 +4%
HFO
3518
Heritage Family Offices
Arizona
$967K +$769K +1,200 +245%
BHIA
3519
Birch Hill Investment Advisors
Massachusetts
$965K -$7.05K -11 -0.6%
CW
3520
Cedarwood Wealth
Colorado
$963K +$43.6K +68 +4%
WF
3521
Womack Financial
Texas
$962K +$13.5K +21 +1%
OWM
3522
Opes Wealth Management
California
$960K +$8.97K +14 +0.8%
RL
3523
Rogco LP
Oklahoma
$960K -$1.28K -2 -0.1%
NCM
3524
New Capital Management
Texas
$958K +$113K +176 +12%
ACS
3525
Archford Capital Strategies
Illinois
$958K +$321K +501 +43%
139 140
141
142 143