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Name Holding Trade Value Shares
Change 		Change in
Stake
TB
4201
Treynor Bancshares
Iowa
$503K -$6.79K -25 -1%
MWM
4202
Maripau Wealth Management
Indiana
$502K -$15.5K -57 -3%
BRA
4203
Biechele Royce Advisors
Indiana
$498K -$13.6K -50 -3%
CA
4204
Corrado Advisors
New Jersey
$498K +$29.6K +109 +6%
SPIO
4205
Seven Post Investment Office
California
$497K – – –
HWM
4206
HighMark Wealth Management
Minnesota
$496K – – –
CCP
4207
Cassia Capital Partners
North Carolina
$495K +$91.5K +337 +21%
BAM
4208
Banta Asset Management
California
$492K +$27.1K +100 +6%
KL
4209
KilterHowling LLC
Colorado
$490K +$81.2K +299 +19%
QC
4210
Quantedge Capital
Singapore
$488K -$706K -2,600 -58%
AFG
4211
Affinia Financial Group
Massachusetts
$486K +$2.44K +9 +0.5%
EP
4212
EPIQ Partners
Minnesota
$485K – – –
SBF
4213
Sara-Bay Financial
Florida
$482K -$6.79K -25 -1%
PGF
4214
Plan Group Financial
Oklahoma
$481K +$509K +1,874 New
PCM
4215
Presidio Capital Management
California
$478K +$33.9K +125 +7%
AWM
4216
AAF Wealth Management
Massachusetts
$477K -$33.4K -123 -6%
BF
4217
Blankinship & Foster
California
$476K – – –
CFP
4218
Cypress Financial Planning
New Jersey
$476K +$503K +1,852 New
MRWM
4219
ML&R Wealth Management
Texas
$474K -$16.6K -61 -3%
GAM
4220
Garrison Asset Management
Arkansas
$473K -$21.7K -80 -4%
LWP
4221
Laurel Wealth Planning
Minnesota
$471K -$23.9K -88 -5%
DFA
4222
DHJJ Financial Advisors
Illinois
$471K +$814 +3 +0.2%
MW
4223
Milestone Wealth
New York
$470K +$194K +713 +64%
MC
4224
Merlin Capital
Rhode Island
$468K -$11.1K -41 -2%
BRC
4225
Bell Rock Capital
Delaware
$467K -$3.03M -11,157 -86%
167 168
169
170 171