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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
4251
Neumann Capital Management
California
$2.68M -$34.1K -80 -1%
RA
4252
RoundAngle Advisors
New Jersey
$2.68M +$2.7M +6,347 New
NWMG
4253
Nicholson Wealth Management Group
South Carolina
$2.67M +$771K +1,810 +40%
AWA
4254
ARQ Wealth Advisors
Arizona
$2.67M -$152K -356 -5%
LF
4255
Lighthouse Financial
Florida
$2.67M +$2.69M +6,324 New
CP
4256
Creekside Partners
California
$2.67M -$22.6K -53 -0.8%
TFP
4257
TrueWealth Financial Partners
Washington
$2.67M – – –
PFA
4258
Pathway Financial Advisors
Vermont
$2.66M -$30.2K -71 -1%
SA
4259
Strategic Advocates
Utah
$2.66M +$576K +1,352 +27%
BHWM
4260
Beaird Harris Wealth Management
Texas
$2.66M -$197K -462 -7%
OCPWS
4261
One Charles Private Wealth Services
Massachusetts
$2.66M +$242K +569 +10%
B
4262
Birchbrook
Maine
$2.66M -$19.2K -45 -0.7%
PCWA
4263
Pacific Capital Wealth Advisors
California
$2.65M -$33.2K -78 -1%
OAS
4264
Optivise Advisory Services
Tennessee
$2.65M +$160K +375 +6%
TWM
4265
Trevian Wealth Management
Massachusetts
$2.65M -$10.2K -24 -0.4%
SRWM
4266
Shira Ridge Wealth Management
California
$2.64M -$301K -706 -10%
PA
4267
PSI Advisors
Florida
$2.64M +$39.6K +93 +2%
WLIM
4268
White Lighthouse Investment Management
Massachusetts
$2.64M -$4.26K -10 -0.2%
RA
4269
Ruggaard & Associates
Ohio
$2.64M -$121K -285 -4%
HFS
4270
Hopwood Financial Services
Virginia
$2.63M +$2.66M +6,248 New
HGWM
4271
Horst & Graben Wealth Management
Oregon
$2.63M +$51.5K +121 +2%
FCM
4272
Family Capital Management
Michigan
$2.63M +$17.5K +41 +0.7%
TBWA
4273
Three Bridge Wealth Advisors
California
$2.63M +$194K +455 +8%
TIP
4274
Tandem Investment Partners
New Jersey
$2.63M +$2.65M +6,228 New
XC
4275
XY Capital
Hong Kong
$2.62M +$2.27M +5,324 +591%
169 170
171
172 173