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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3651
AlphaSimPlex Group
Massachusetts
$778K +$803K +2,761 New
ETS
3652
ESL Trust Services
New York
$773K – – –
TIM
3653
Total Investment Management
Arizona
$771K +$93.1K +320 +13%
WFAG
3654
Wescott Financial Advisory Group
Pennsylvania
$770K -$96.9K -333 -11%
BWLSA
3655
Blue Water Life Science Advisors
California
$769K – – –
ONGA
3656
O'Neil Global Advisors
California
$763K -$515K -1,769 -40%
AWM
3657
Aprio Wealth Management
Georgia
$763K +$2.33K +8 +0.3%
SI
3658
Shaker Investments
Ohio
$762K – – –
DC
3659
Derby & Company
Massachusetts
$761K +$92.2K +317 +13%
EA
3660
Eclectic Associates
California
$759K -$20.7K -71 -3%
PFT
3661
Providence First Trust
Arizona
$749K -$26.2K -90 -3%
FS
3662
Ferguson Shapiro
Georgia
$749K +$582 +2 +0.1%
FPIS
3663
Financial Planning & Information Services
Wisconsin
$748K +$17.2K +59 +2%
ACM
3664
Alamar Capital Management
California
$743K +$213K +732 +38%
CRIG
3665
Charter Research & Investment Group
Connecticut
$740K – – –
OBWP
3666
O'Brien Wealth Partners
Massachusetts
$739K -$974K -3,346 -57%
AFS
3667
Annapolis Financial Services
Maryland
$738K +$26.5K +91 +4%
BMD
3668
Better Money Decisions
New Mexico
$738K +$174K +598 +30%
SAM
3669
Sequent Asset Management
Texas
$735K +$87.3K +300 +13%
SWA
3670
Sightline Wealth Advisors
Connecticut
$729K +$291 +1 +0%
OGF
3671
Orin Green Financial
California
$727K +$2.04K +7 +0.3%
FI
3672
FIDELIS iM
Oregon
$723K +$746K +2,565 New
NQWM
3673
Northwest Quadrant Wealth Management
Oregon
$722K +$2.91K +10 +0.4%
SWG
3674
Summit Wealth Group
Vermont
$722K +$745K +2,560 New
WFA
3675
West Financial Advisors
Iowa
$720K +$29.1K +100 +4%
145 146
147
148 149