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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
676
Versant Capital Management
Arizona
$3.39K – – –
SRCM
677
Signature Resources Capital Management
California
$2.91K – – –
TCM
678
Tradewinds Capital Management
Washington
$2.9K – – –
PS
679
PayPay Securities
Japan
$2.52K -$634 -7 -21%
MFG
680
Mendota Financial Group
Wisconsin
$2.42K – – –
WAG
681
Wiser Advisor Group
Arizona
$2.42K – – –
IHWM
682
Iron Horse Wealth Management
Iowa
$2.42K +$272 +3 +14%
WBC
683
West Branch Capital
Massachusetts
$2.32K – – –
RWM
684
Raffa Wealth Management
District of Columbia
$2.23K – – –
MCM
685
MV Capital Management
Maryland
$2.13K +$1.54K +17 +340%
AFG
686
Albion Financial Group
Utah
$1.94K – – –
AF
687
Advisornet Financial
Minnesota
$1.55K -$543 -6 -27%
PP
688
Paloma Partners
Connecticut
$1.45K -$334K -3,686 -100%
WWP
689
WR Wealth Planners
Missouri
$1.36K +$1.27K +14 New
FSWA
690
Financial Synergies Wealth Advisors
Texas
$1.26K +$1.18K +13 New
WCM
691
Winthrop Capital Management
Indiana
$1K +$453 +5 +63%
WWM
692
Wolff Wiese Magana
California
$969 – – –
BCH
693
Berkshire Capital Holdings
California
$968 -$14.5M -159,740 -100%
RCM
694
Raleigh Capital Management
North Carolina
$968 – – –
OP
695
ORG Partners
Indiana
$953 -$58.9K -650 -98%
GI
696
Gradient Investments
Minnesota
$678 -$4.17K -46 -87%
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$678 – – –
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$581 – – –
ZB
699
Zions Bancorporation
Utah
$484 – – –
CSWM
700
Cassady Schiller Wealth Management
Ohio
$484 +$453 +5 New
26 27
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