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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3451
Clearwater Capital Advisors
Illinois
$2.29M +$227K +756 +11%
FIM
3452
Fernwood Investment Management
Massachusetts
$2.29M -$32.8K -109 -1%
PWM
3453
Penobscot Wealth Management
Maine
$2.29M -$208K -691 -9%
WH
3454
Willner & Heller
California
$2.29M -$84.5K -281 -4%
RIS
3455
Retirement Income Solutions
Michigan
$2.27M +$9.63K +32 +0.4%
ACM
3456
Ativo Capital Management
Illinois
$2.27M -$381K -1,267 -15%
HFA
3457
High Falls Advisors
New York
$2.27M +$38.2K +127 +2%
TFA
3458
Triad Financial Advisors
North Carolina
$2.27M +$6.32K +21 +0.3%
WLPWM
3459
Walled Lake Planning & Wealth Management
Illinois
$2.26M -$149K -496 -6%
CHA
3460
Cooper/Haims Advisors
New York
$2.26M -$5.42K -18 -0.2%
ACM
3461
Absolute Capital Management
Pennsylvania
$2.26M +$2.2M +7,302 +31,748%
SWM
3462
Sugarloaf Wealth Management
Georgia
$2.26M -$53K -176 -2%
EWM
3463
Elmwood Wealth Management
California
$2.25M +$87.5K +291 +4%
TI
3464
Truepoint Inc
Ohio
$2.25M -$84.5K -281 -4%
PFA
3465
Pathway Financial Advisors
Vermont
$2.25M -$6.02K -20 -0.3%
AF
3466
Aldebaran Financial
$2.24M +$78.2K +260 +4%
SFWC
3467
Strategic Family Wealth Counselors
New Jersey
$2.24M -$78.2K -260 -3%
BFS
3468
Bickling Financial Services
Massachusetts
$2.24M +$14.1K +47 +0.7%
CP
3469
Coho Partners
Pennsylvania
$2.23M -$75.2K -250 -3%
CIA
3470
Capital Impact Advisors
Massachusetts
$2.23M -$4.2M -13,959 -66%
OAM
3471
Oak Asset Management
California
$2.23M +$22.6K +75 +1%
NC
3472
NinePointTwo Capital
California
$2.23M -$21.7K -72 -1%
RCM
3473
Requisite Capital Management
Texas
$2.22M -$1.58M -5,250 -42%
APC
3474
Aspire Private Capital
North Carolina
$2.22M +$140K +467 +7%
BAM
3475
Baldrige Asset Management
Pennsylvania
$2.22M -$104K -347 -5%
137 138
139
140 141