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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
3901
Riverpark Capital Management
New York
$3.57M +$170K +399 +5%
VWM
3902
Vigilare Wealth Management
Arizona
$3.57M +$426 +1 +0%
AIP
3903
Almanack Investment Partners
Pennsylvania
$3.57M +$60.9K +143 +2%
WBCM
3904
Wilson & Boucher Capital Management
California
$3.57M -$57.1K -134 -2%
EWM
3905
Evergreen Wealth Management
Michigan
$3.56M +$65.6K +154 +2%
EGWAG
3906
Elwood & Goetz Wealth Advisory Group
Georgia
$3.56M -$426 -1 -0%
AHL
3907
Abel Hall LLC
Louisiana
$3.56M +$145K +341 +4%
BCM
3908
BluePath Capital Management
Georgia
$3.55M +$294K +691 +9%
SF
3909
Safeguard Financial
Wisconsin
$3.55M +$141K +331 +4%
NC
3910
Napatree Capital
Rhode Island
$3.55M +$362K +850 +11%
VAM
3911
Verity Asset Management
North Carolina
$3.55M -$3.42M -8,029 -49%
AWM
3912
Ariadne Wealth Management
California
$3.55M +$232K +544 +7%
OWA
3913
Outlook Wealth Advisors
Texas
$3.54M +$172K +404 +5%
PWP
3914
Precedent Wealth Partners
Texas
$3.54M +$17.5K +41 +0.5%
DSN
3915
D. Scott Neal
Kentucky
$3.53M – – –
WB
3916
West Bancorporation
Iowa
$3.53M -$163K -382 -4%
FC
3917
Fjell Capital
North Dakota
$3.53M +$3.57M +8,374 New
BWG
3918
Boomfish Wealth Group
Georgia
$3.53M +$75.4K +177 +2%
CIS
3919
Custom Index Systems
New York
$3.53M +$473K +1,111 +15%
SWRP
3920
Summit Wealth & Retirement Planning
California
$3.53M +$433K +1,017 +14%
FF
3921
Farrell Financial
New York
$3.52M +$3.83K +9 +0.1%
CCG
3922
Coastwise Capital Group
California
$3.52M +$280K +658 +9%
NFA
3923
Northern Financial Advisors
Michigan
$3.52M -$119K -280 -3%
TCM
3924
Triumph Capital Management
Colorado
$3.52M -$610K -1,433 -15%
FWM
3925
Fonville Wealth Management
Virginia
$3.51M -$99.2K -233 -3%
155 156
157
158 159