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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
4201
Pflug Koory
Nebraska
$456K +$15.3K +25 +3%
CI
4202
Corient IA
Florida
$456K – – –
BFG
4203
Beto Financial Group
Idaho
$456K +$22.6K +37 +6%
BWA
4204
BlueChip Wealth Advisors
Georgia
$455K +$1.22K +2 +0.2%
TF
4205
Tenon Financial
New Jersey
$455K -$3.67K -6 -0.7%
TAWM
4206
Three Arch Wealth Management
California
$455K +$119K +194 +32%
PS
4207
Planning Strategies
Pennsylvania
$454K +$492K +805 New
LFA
4208
Level Financial Advisors
New York
$452K -$7.34K -12 -1%
PFA
4209
Pathway Financial Advisors
Vermont
$452K -$1.83K -3 -0.4%
HAFS
4210
Hapanowicz & Associates Financial Services
Pennsylvania
$451K – – –
TPM
4211
Triasima Portfolio Management
Quebec, Canada
$451K -$944K -1,543 -66%
KA
4212
Kozak & Associates
Colorado
$451K -$102K -167 -18%
LCM
4213
Lattice Capital Management
Washington
$451K – – –
WOSD
4214
WFA of San Diego
California
$450K -$179K -292 -28%
SNB
4215
Security National Bank
Nebraska
$450K -$111K -181 -18%
PM
4216
Pembroke Management
Quebec, Canada
$450K -$1.22K -2 -0.3%
SAM
4217
Summit Asset Management
Tennessee
$449K -$26.3K -43 -5%
IA
4218
Invested Advisors
Pennsylvania
$448K -$25.7K -42 -5%
GD
4219
Grandfield & Dodd
New York
$448K -$18.3K -30 -4%
PAM
4220
Palisade Asset Management
Minnesota
$448K – – –
SWM
4221
Shrier Wealth Management
California
$447K +$611 +1 +0.1%
PAG
4222
Powers Advisory Group
Illinois
$447K +$125K +204 +35%
BWP
4223
BlueStem Wealth Partners
Minnesota
$446K +$12.2K +20 +3%
ECM
4224
Elgethun Capital Management
South Dakota
$446K +$91.7K +150 +23%
MIM
4225
MTM Investment Management
South Carolina
$446K – – –
167 168
169
170 171