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Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
2176
Mountain Pacific Investment Advisers
Idaho
$270K – – –
CFFP
2177
Center for Financial Planning
Michigan
$270K +$65.6K +1,050 +36%
VBFP
2178
Valtinson Bruner Financial Planning
Minnesota
$270K +$250K +4,000 New
WPW
2179
Warther Private Wealth
Ohio
$270K +$250K +4,000 New
FAG
2180
Fortitude Advisory Group
Washington
$269K -$50.6K -810 -17%
FIA
2181
FNY Investment Advisers
New York
$269K -$1.16M -18,500 -82%
UL
2182
Unionview LLC
Washington
$269K -$5.62K -90 -2%
TW
2183
TrinityPoint Wealth
Connecticut
$269K +$15.6K +250 +7%
PCH
2184
PGIM Custom Harvest
New Jersey
$269K +$32.5K +520 +15%
SWA
2185
Sightline Wealth Advisors
Connecticut
$268K – – –
MPCL
2186
My Personal CFO LLC
Washington
$268K -$3.12K -50 -1%
CAL
2187
Capital Advisors Ltd
Ohio
$267K -$9.37K -150 -4%
AWA
2188
Aletheian Wealth Advisors
Washington
$267K +$38.7K +620 +19%
RWA
2189
Rooted Wealth Advisors
Illinois
$265K -$3.12K -50 -1%
WAM
2190
Worth Asset Management
Texas
$265K -$34.4K -550 -12%
SPWG
2191
Sage Private Wealth Group
Illinois
$265K -$15.6K -250 -6%
LOIM
2192
Liberty One Investment Management
Illinois
$264K +$105K +1,680 +75%
AF
2193
Affiance Financial
Minnesota
$263K +$9.99K +160 +4%
CA
2194
Cornerstone Advisory
Maryland
$262K -$26.9K -430 -10%
CCP
2195
Clarity Capital Partners
California
$262K +$5K +80 +2%
CWC
2196
Carolinas Wealth Consulting
North Carolina
$260K -$5.62K -90 -2%
HIM
2197
Harbour Investment Management
Washington
$260K -$2.5K -40 -1%
SIM
2198
Studio Investment Management
Illinois
$259K +$1.87K +30 +0.8%
SWM
2199
Selective Wealth Management
Virginia
$258K -$6.87K -110 -3%
CMBA
2200
C.M. Bidwell & Associates
Hawaii
$258K – – –
86 87
88
89 90