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Name Holding Trade Value Shares
Change 		Change in
Stake
WS
4751
Wilian Securities
Minnesota
$2.15M +$2.23M +4,451 New
NFTC
4752
North Forty Two & Co
Oregon
$2.15M -$27.6K -55 -1%
RPA
4753
Rock Point Advisors
Vermont
$2.15M +$25.6K +51 +1%
PFM
4754
Peak Financial Management
Massachusetts
$2.15M +$401K +800 +22%
MBFW
4755
Morton Brown Family Wealth
Pennsylvania
$2.14M +$1.11M +2,224 +101%
DPI
4756
Diversified Portfolios Inc
Michigan
$2.14M +$300K +599 +16%
OFS
4757
Oldfather Financial Services
Nebraska
$2.14M +$875K +1,746 +65%
IWA
4758
IVC Wealth Advisors
Pennsylvania
$2.14M +$117K +233 +6%
MCC
4759
Malaga Cove Capital
California
$2.14M -$19K -38 -0.9%
S
4760
Sachetta
Massachusetts
$2.13M -$3.17M -6,323 -59%
SWM
4761
SilverOak Wealth Management
Minnesota
$2.13M – – –
HGA
4762
Hobbs Group Advisors
South Carolina
$2.13M -$179K -357 -7%
NF
4763
NavPoint Financial
Minnesota
$2.13M +$802K +1,600 +57%
DHC
4764
Drum Hill Capital
Connecticut
$2.13M -$77.7K -155 -3%
ACM
4765
Absolute Capital Management
Pennsylvania
$2.13M +$121K +241 +6%
TF
4766
Tandem Financial
Colorado
$2.12M +$10.5K +21 +0.4%
EWP
4767
Evergreen Wealth Partners
Montana
$2.12M +$2.2M +4,387 New
LFS
4768
Littlejohn Financial Services
Oregon
$2.12M -$115K -230 -5%
BIA
4769
Bell Investment Advisors
California
$2.11M -$6.01K -12 -0.3%
R
4770
Rebalance
California
$2.11M +$162K +323 +8%
WA
4771
Whipplewood Advisors
Colorado
$2.11M +$42.6K +85 +2%
WWM
4772
Wiser Wealth Management
Georgia
$2.11M +$87.7K +175 +4%
VFP
4773
Verus Financial Partners
Virginia
$2.1M +$75.2K +150 +3%
PCA
4774
Private Capital Advisors
Connecticut
$2.1M +$44.1K +88 +2%
KWM
4775
Koa Wealth Management
California
$2.1M +$577K +1,152 +36%
189 190
191
192 193