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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1576
Whalerock Point Partners
Rhode Island
$391K – – –
FMN
1577
Financial Management Network
California
$390K -$107K -998 -18%
OPTFSNA
1578
Old Point Trust & Financial Services N A
Virginia
$390K -$66.3K -616 -12%
JE
1579
JMAC Enterprises
Pennsylvania
$390K +$26.6K +247 +6%
SFS
1580
Strategic Financial Services
New York
$387K -$5.38K -50 -1%
EI
1581
Ellevest Inc
New York
$387K +$104K +966 +26%
WF
1582
Wayfinding Financial
Washington
$386K -$7.43K -69 -1%
KFP
1583
KB Financial Partners
New Jersey
$386K +$12.1K +112 +2%
JEST
1584
JTC Employer Solutions Trustee
Jersey
$385K – – –
FFM
1585
Forum Financial Management
Illinois
$384K -$73.1K -679 -13%
GHAM
1586
Gilman Hill Asset Management
Connecticut
$384K -$62.9K -584 -11%
BCM
1587
Bayesian Capital Management
New York
$384K +$498K +4,625 New
TFS
1588
TrustCore Financial Services
Tennessee
$381K -$51.6K -479 -9%
DAS
1589
Dynamic Advisor Solutions
Arizona
$381K +$2.15K +20 +0.4%
SCFS
1590
S.C. Financial Services
Arizona
$380K -$81.6K -758 -14%
CFO
1591
Colony Family Offices
North Carolina
$380K +$108 +1 +0%
TGAM
1592
TBH Global Asset Management
Tennessee
$380K +$323 +3 +0.1%
MPCL
1593
My Personal CFO LLC
Washington
$380K +$2.58K +24 +0.8%
IWA
1594
Intercontinental Wealth Advisors
Texas
$375K -$2.58K -24 -0.5%
XSC
1595
X-Square Capital
Puerto Rico
$375K -$431 -4 -0.1%
ITFISA
1596
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$374K – – –
MPI
1597
Mairs & Power Inc
Minnesota
$374K – – –
LPT
1598
Legacy Private Trust
Wisconsin
$372K -$218K -2,027 -31%
MWM
1599
Modera Wealth Management
New Jersey
$372K -$1.51K -14 -0.3%
CS
1600
Cannell & Spears
New York
$372K – – –
62 63
64
65 66