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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3151
Magnolia Capital Management
New York
$966K -$18.2K -100 -2%
EFL
3152
ERn Financial LLC
Wisconsin
$965K -$17.2K -95 -2%
HPC
3153
Hobart Private Capital
North Carolina
$963K +$90K +496 +12%
UWM
3154
USAdvisors Wealth Management
Minnesota
$963K +$28.1K +155 +3%
MCM
3155
Mainstay Capital Management
Michigan
$960K -$93.5K -515 -10%
G
3156
GenTrust
Florida
$956K -$45K -248 -5%
VBFP
3157
Valtinson Bruner Financial Planning
Minnesota
$956K +$34.7K +191 +4%
WCWM
3158
Willow Creek Wealth Management
California
$955K -$81K -446 -9%
CCA
3159
Conestoga Capital Advisors
Pennsylvania
$946K – – –
WIC
3160
WealthBridge Investment Counsel
Alberta, Canada
$944K +$416K +2,290 +97%
PWA
3161
Peterson Wealth Advisors
Utah
$932K +$39.9K +220 +5%
CFO
3162
CVA Family Office
Colorado
$932K +$116K +641 +16%
NPPM
3163
North Point Portfolio Managers
Ohio
$931K – – –
BWA
3164
Beam Wealth Advisors
Louisiana
$927K -$125K -687 -14%
EE
3165
EWG Elevate
California
$927K +$363 +2 +0%
MWC
3166
MBM Wealth Consultants
Missouri
$926K -$383K -2,108 -32%
SLF
3167
Sun Life Financial
Ontario, Canada
$926K +$545 +3 +0.1%
BJ
3168
Brouwer & Janachowski
California
$920K -$117K -647 -13%
QCMC
3169
Quantum Capital Management (California)
California
$917K -$637K -3,510 -44%
BWM
3170
BCS Wealth Management
Tennessee
$914K +$276K +1,520 +51%
TFCP
3171
Twin Focus Capital Partners
Massachusetts
$909K -$201K -1,110 -20%
BFA
3172
Beacon Financial Advisory
Ohio
$908K +$131K +722 +19%
WR
3173
Watson Rebecca
$904K – – –
DWA
3174
Dougherty Wealth Advisers
Minnesota
$896K – – –
OWM
3175
Opes Wealth Management
California
$892K +$347K +1,909 +77%
125 126
127
128 129