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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
4076
Monograph Wealth Advisors
California
$786K +$124K +516 +19%
TFA
4077
Tranquilli Financial Advisor
New Jersey
$784K +$181K +754 +30%
BBA
4078
Braun-Bostich & Associates
Pennsylvania
$783K +$55.2K +230 +8%
FAM
4079
Fenimore Asset Management
New York
$782K – – –
FMP
4080
Financial Management Professionals
Texas
$782K +$40.6K +169 +5%
SWM
4081
Shelton Wealth Management
Texas
$780K -$11.8K -49 -1%
GHA
4082
Granite Harbor Advisors
Texas
$779K +$779K +3,247 New
APC
4083
Asset Planning Corporation
Tennessee
$774K +$120K +500 +18%
CSIA
4084
Conrad Siegel Investment Advisors
Pennsylvania
$772K -$121K -506 -14%
TWD
4085
True Wealth Design
Ohio
$772K +$772K +3,218 New
KFS
4086
Kelly Financial Services
Massachusetts
$772K +$19.9K +83 +3%
RC
4087
Rovin Capital
Arizona
$769K -$130K -540 -14%
PI
4088
Pachira Investments
California
$769K +$480 +2 +0.1%
PD
4089
Planning Directions
Pennsylvania
$766K -$10.3K -43 -1%
VEA
4090
Virtus ETF Advisers
New York
$766K +$150K +627 +24%
WIM
4091
Westside Investment Management
California
$765K +$130K +543 +2%
MAG
4092
Mayfair Advisory Group
Alabama
$765K -$76.8K -320 -9%
AWA
4093
Alaska Wealth Advisors
Alaska
$765K -$48.5K -202 -6%
DIP
4094
Davis Investment Partners
North Carolina
$765K +$682K +2,843 New
SCM
4095
Stordahl Capital Management
Colorado
$765K +$61.4K +256 +9%
IAM
4096
Innovis Asset Management
Illinois
$762K +$762K +3,176 New
CSIA
4097
Charles Schwab Investment Advisory
California
$761K +$113K +469 +17%
PCA
4098
Private Capital Advisors
Connecticut
$760K -$9.64M -40,173 -93%
MFA
4099
McClarren Financial Advisors
Pennsylvania
$760K +$1.68K +7 +0.2%
SFC
4100
SYM Financial Corp
Indiana
$758K -$95K -396 -11%
162 163
164
165 166