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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2676
Bluesphere Advisors
Pennsylvania
$824K -$22.4K -500 -3%
FC
2677
Financial Council
Maryland
$822K – – –
AC
2678
AlphaCore Capital
California
$821K -$11.6K -260 -1%
HFM
2679
Hartford Funds Management
Pennsylvania
$821K +$290K +6,470 +52%
FCA
2680
FLC Capital Advisors
California
$820K -$33.2K -740 -4%
MPW
2681
Monterey Private Wealth
California
$819K +$6.72K +150 +0.8%
GFG
2682
Greystone Financial Group
Michigan
$819K +$47.5K +1,060 +6%
CFO
2683
Collective Family Office
Pennsylvania
$818K -$86K -1,920 -9%
FNT
2684
First Nebraska Trust
Nebraska
$815K +$17.9K +400 +2%
WCAMG
2685
Woodard & Company Asset Management Group
North Carolina
$815K +$54.2K +1,210 +7%
TW
2686
Towerpoint Wealth
California
$813K -$68.1K -1,520 -8%
PDM
2687
Penn Davis McFarland
Texas
$813K – – –
MFT
2688
Moisand Fitzgerald Tamayo
Florida
$810K -$26.9K -600 -3%
PO
2689
Private Ocean
California
$810K -$515K -11,500 -38%
IEFM
2690
IQ EQ Fund Management
Ireland
$810K +$328K +7,310 +65%
AWA
2691
Amplius Wealth Advisors
Pennsylvania
$810K -$3.58K -80 -0.4%
GD
2692
Grandfield & Dodd
New York
$809K -$33.6K -750 -4%
WA
2693
Wealthstream Advisors
New York
$808K +$48.8K +1,090 +6%
ECM
2694
EMC Capital Management
Texas
$808K -$1.64M -36,500 -67%
RBCM
2695
Raub Brock Capital Management
California
$806K -$7.17K -160 -0.9%
MSA
2696
McAlister Sweet & Associates
Texas
$805K +$370K +8,250 +80%
JAIC
2697
Josh Arnold Investment Consultant
Minnesota
$804K -$69.4K -1,550 -8%
MIC
2698
Meridian Investment Counsel
California
$803K -$26.4K -590 -3%
CA
2699
Callahan Advisors
Texas
$801K +$134K +2,980 +19%
SIAG
2700
Safeguard Investment Advisory Group
California
$801K -$75.3K -1,680 -8%
106 107
108
109 110