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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4426
Prism Advisors
California
$268K +$23.8K +79 +10%
KCM
4427
Kendall Capital Management
Maryland
$266K -$7.52K -25 -3%
MFT
4428
Moisand Fitzgerald Tamayo
Florida
$265K -$809K -2,690 -76%
HWA
4429
Hillcrest Wealth Advisors
New Jersey
$265K – – –
NHFG
4430
New Harbor Financial Group
Massachusetts
$262K – – –
DACG
4431
Donor Advised Charitable Giving
California
$260K -$38.5K -128 -13%
TC
4432
TAGStone Capital
North Carolina
$260K +$903 +3 +0.4%
WAM
4433
Wakefield Asset Management
Colorado
$260K +$2.71K +9 +1%
TFP
4434
Triune Financial Partners
Kansas
$258K -$602 -2 -0.2%
LW
4435
Libra Wealth
California
$258K +$252K +837 New
GIA
4436
Goodwin Investment Advisory
Georgia
$256K -$14.7K -49 -6%
CCM
4437
CAAS Capital Management
New York
$256K +$250K +831 New
EPP
4438
ETF Portfolio Partners
Kansas
$252K – – –
TWP
4439
TFO Wealth Partners
Ohio
$251K +$185K +614 +307%
BWM
4440
Biltmore Wealth Management
Arizona
$250K -$68.9K -229 -22%
CI
4441
Cordant Inc
Oregon
$250K +$244K +811 New
APP
4442
Alpha Paradigm Partners
Illinois
$249K -$78.5K -261 -24%
TCM
4443
Tuttle Capital Management
Connecticut
$249K +$243K +808 New
FSWA
4444
Financial Synergies Wealth Advisors
Texas
$248K -$280K -932 -54%
DAL
4445
Delta Accumulation LLC
California
$248K +$301 +1 +0.1%
SWM
4446
Sanctuary Wealth Management
Idaho
$248K +$14.4K +48 +6%
GF
4447
Goodman Financial
Texas
$247K -$140K -466 -37%
AIS
4448
American Investment Services
Massachusetts
$246K -$85.7K -285 -26%
LL
4449
LPWM LLC
Minnesota
$246K -$18.7K -62 -7%
DA
4450
Doliver Advisors
Texas
$245K -$15.3K -51 -6%
176 177
178
179 180