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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
3676
Pennington Partners & Co
Maryland
$869K +$211K +283 +31%
FW
3677
FullCircle Wealth
Texas
$867K +$46.1K +62 +5%
RFA
3678
Reyes Financial Architecture
California
$863K -$221K -297 -20%
EIG
3679
Ellenbecker Investment Group
Wisconsin
$862K -$17.9K -24 -2%
WPA
3680
West Paces Advisors
Georgia
$861K -$17.9K -24 -2%
ACM
3681
Advance Capital Management
Michigan
$860K +$30.5K +41 +4%
WA
3682
WESPAC Advisors
California
$859K -$99K -133 -10%
HCWM
3683
Hidden Cove Wealth Management
Washington
$859K +$49.1K +66 +6%
BBNB
3684
Baker Boyer National Bank
Washington
$858K +$18.6K +25 +2%
RMCM
3685
Reynders McVeigh Capital Management
Massachusetts
$858K -$86.3K -116 -9%
MAS
3686
MPWM Advisory Solutions
Georgia
$856K -$2.98K -4 -0.3%
MFS
3687
Madrona Financial Services
Washington
$855K -$43.2K -58 -5%
OL
3688
one8zero8 LLC
North Carolina
$855K -$19.4K -26 -2%
BWP
3689
Bernardo Wealth Planning
Pennsylvania
$852K +$33.5K +45 +4%
YWM
3690
Yukon Wealth Management
Kansas
$850K +$59.5K +80 +7%
VCP
3691
Vista Capital Partners
Oregon
$850K +$61K +82 +8%
AFM
3692
Abbot Financial Management
Massachusetts
$850K – – –
GFG
3693
Grantvest Financial Group
New Jersey
$849K -$5.95K -8 -0.7%
FWM
3694
FMB Wealth Management
California
$849K -$2.98K -4 -0.3%
GP
3695
Guardian Partners
Canada
$848K +$138K +185 +19%
M1FG
3696
Mach-1 Financial Group
Arkansas
$848K -$368K -494 -30%
IAS
3697
Integrity Advisory Solutions
Texas
$848K +$859K +1,154 New
RIS
3698
Richmond Investment Services
Wisconsin
$847K +$51.4K +69 +6%
LFG
3699
Lockerman Financial Group
California
$846K -$17.1K -23 -2%
SC
3700
Searle & Co
Connecticut
$845K – – –
146 147
148
149 150