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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
BigSur Wealth Management
Florida
$286K – – –
MPIA
2727
Mountain Pacific Investment Advisers
Idaho
$286K – – –
NS
2728
Northland Securities
Minnesota
$286K – – –
AWC
2729
Adamsbrown Wealth Consultants
Kansas
$285K -$154K -1,751 -30%
LW
2730
Livet Wealth
Utah
$285K +$2.47K +28 +0.7%
SFPG
2731
Stonebridge Financial Planning Group
Florida
$285K -$30.8K -350 -8%
WF
2732
Whelan Financial
California
$285K -$50.7K -576 -13%
PAM
2733
PVG Asset Management
Colorado
$284K +$351K +3,984 New
RA
2734
Rise Advisors
New York
$284K +$25K +284 +8%
BHC
2735
Bull Harbor Capital
Maryland
$284K -$42.6K -484 -11%
JTWM
2736
Jackson Thornton Wealth Management
Alabama
$284K +$95.4K +1,083 +38%
HFAS
2737
Hummer Financial Advisory Services
Illinois
$283K – – –
JCFM
2738
JBR Co Financial Management
Oklahoma
$283K -$9.69K -110 -3%
RCM
2739
RNC Capital Management
California
$283K – – –
CCM
2740
Chaney Capital Management
Washington
$283K +$349K +3,959 New
SGFG
2741
Silver Grove Financial Group
New York
$282K -$85K -965 -20%
SM
2742
Sciencast Management
New Jersey
$282K +$348K +3,956 New
WA
2743
Waystone Advisors
Washington
$282K -$60.6K -688 -15%
AWM
2744
Ariadne Wealth Management
California
$282K -$22.4K -254 -6%
PMFA
2745
Plante Moran Financial Advisors
Michigan
$282K +$36.3K +412 +12%
PGAM
2746
Princeton Global Asset Management
New Jersey
$282K -$881 -10 -0.3%
RW
2747
RVW Wealth
California
$282K -$339K -3,846 -49%
PFG
2748
Putney Financial Group
California
$281K -$32.6K -370 -9%
VAF
2749
Values Added Financial
District of Columbia
$281K +$10.2K +116 +3%
CPA
2750
Clear Point Advisors
New York
$281K -$3.52K -40 -1%
108 109
110
111 112