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Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
4176
Boston Standard Wealth Management
Massachusetts
$642K -$19.3K -64 -3%
SPW
4177
Surience Private Wealth
Washington
$641K -$77K -256 -11%
CIA
4178
Caerus Investment Advisors
Texas
$640K -$469K -1,559 -39%
FFWM
4179
Future Financial Wealth Management
Ohio
$639K -$431K -1,431 -41%
BCM
4180
Barometer Capital Management
Ontario, Canada
$638K -$18.7M -62,048 -97%
AFIA
4181
America First Investment Advisors
Nebraska
$633K – – –
ES
4182
ETF Store
Kansas
$632K +$1.2K +4 +0.2%
HCRE
4183
Hoya Capital Real Estate
Connecticut
$630K – – –
ADIM
4184
Alpha DNA Investment Management
Maryland
$627K -$1.73M -5,759 -74%
PFT
4185
Providence First Trust
Arizona
$627K +$108K +359 +21%
TEC
4186
Tiger Eye Capital
Tennessee
$622K – – –
HA
4187
HC Advisors
Georgia
$619K +$1.5K +5 +0.2%
RPG
4188
Resource Planning Group
Georgia
$618K +$301 +1 +0%
CCA
4189
Cadent Capital Advisors
Oklahoma
$618K +$67.1K +223 +13%
BTIM
4190
BancFirst Trust & Investment Management
Oklahoma
$618K +$86.3K +287 +17%
FPOC
4191
Financial Planners of Cleveland
Ohio
$617K -$390K -1,297 -39%
SLT
4192
St Louis Trust
Missouri
$617K – – –
UIA
4193
Ulland Investment Advisors
Minnesota
$616K -$114K -380 -16%
BA
4194
Ballew Advisors
Mississippi
$616K +$167K +556 +35%
AWA
4195
Alaska Wealth Advisors
Alaska
$614K -$13.2K -44 -2%
BRA
4196
Biechele Royce Advisors
Indiana
$614K +$22.3K +74 +4%
BFS
4197
Burrus Financial Services
Utah
$611K +$596K +1,982 New
CCP
4198
Carmel Capital Partners
California
$611K – – –
TB
4199
Treynor Bancshares
Iowa
$611K – – –
AWM
4200
AAF Wealth Management
Massachusetts
$610K +$13.5K +45 +2%
166 167
168
169 170