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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
4451
Parker Investment Management
California
$336K +$99K +133 +41%
CWA
4452
Continuum Wealth Advisors
New York
$336K +$104K +140 +44%
XPN
4453
XY Planning Network
Montana
$335K – – –
TIA
4454
Tiemann Investment Advisors
California
$334K – – –
CIAS
4455
CBIZ Investment Advisory Services
Ohio
$334K +$39.4K +53 +13%
ECM
4456
Eisler Capital Management
United Kingdom
$334K -$19.9M -26,706 -98%
VWA
4457
Valued Wealth Advisors
Utah
$334K +$10.4K +14 +3%
CIC
4458
Cutler Investment Counsel
Oregon
$333K +$5.95K +8 +2%
SFP
4459
SwitchPoint Financial Planning
Utah
$332K +$29K +39 +9%
EWM
4460
Edge Wealth Management
New York
$332K – – –
NWMP
4461
Noble Wealth Management PBC
Colorado
$332K +$336K +452 New
SSWM
4462
Sheets Smith Wealth Management
North Carolina
$331K -$2.23K -3 -0.7%
KNFPWM
4463
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$331K +$4.47K +6 +1%
IP
4464
Investment Partners
Ohio
$331K +$37.2K +50 +12%
LL
4465
LPWM LLC
Minnesota
$331K – – –
AFIA
4466
America First Investment Advisors
Nebraska
$330K +$14.9K +20 +5%
MM
4467
MQS Management
New York
$330K +$335K +450 New
NCM
4468
Noesis Capital Mangement
Florida
$329K -$345K -463 -51%
1NWS
4469
1 North Wealth Services
Maryland
$328K -$9.68K -13 -3%
FDDB
4470
Fidelity D&D Bancorp
Pennsylvania
$328K – – –
AWA
4471
ARQ Wealth Advisors
Arizona
$327K -$253K -340 -43%
CWM
4472
Certus Wealth Management
California
$327K – – –
MFG
4473
Mainsail Financial Group
Washington
$327K +$78.2K +105 +31%
TA
4474
TrueWealth Advisors
Alabama
$325K -$79.6K -107 -19%
PFA
4475
Pinnacle Family Advisors
Missouri
$325K +$7.44K +10 +2%
177 178
179
180 181