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Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
2776
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$611K +$151K +1,385 +37%
VBFG
2777
Vishria Bird Financial Group
Tennessee
$610K +$60.8K +557 +12%
TI
2778
Truepoint Inc
Ohio
$609K -$102K -934 -15%
WLIM
2779
White Lighthouse Investment Management
Massachusetts
$609K -$22.4K -205 -4%
AWA
2780
Alaska Wealth Advisors
Alaska
$606K +$109 +1 +0%
GEM
2781
Global Endowment Management
North Carolina
$602K +$556K +5,100 New
SCG
2782
Saban Capital Group
California
$601K +$556K +5,100 New
CMTU
2783
Capital Markets Trading (UK)
United Kingdom
$597K +$552K +5,059 New
PFA
2784
Pettinga Financial Advisors
Indiana
$593K -$10.8K -99 -2%
SCP
2785
Silverleafe Capital Partners
Tennessee
$592K -$38.1K -349 -7%
ARM
2786
Adirondack Research & Management
New York
$590K -$27.3K -250 -5%
OIM
2787
Opus Investment Management
Massachusetts
$590K – – –
PAWC
2788
P.A.W. Capital
Connecticut
$590K – – –
PTC
2789
Provident Trust Company
Wisconsin
$590K – – –
CCA
2790
Conestoga Capital Advisors
Pennsylvania
$587K – – –
AEPG
2791
American Economic Planning Group
New Jersey
$584K -$66.6K -610 -11%
EI
2792
Ellevest Inc
New York
$584K -$10.3K -94 -2%
HFP
2793
Holistic Financial Partners
Indiana
$584K +$31.4K +288 +6%
VBFP
2794
Valtinson Bruner Financial Planning
Minnesota
$583K +$16.8K +154 +3%
WCWM
2795
Willow Creek Wealth Management
California
$576K -$35.5K -325 -6%
FNC
2796
First National Corp
Massachusetts
$575K – – –
NA
2797
Nottingham Advisors
New York
$573K -$6.22K -57 -1%
PFC
2798
Phocas Financial Corp
California
$568K – – –
PEA
2799
Pacific Edge Advisors
California
$566K -$32.8K -301 -6%
HFA
2800
Hoover Financial Advisors
Pennsylvania
$564K +$19.1K +175 +4%
110 111
112
113 114