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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2776
Richardson Financial Services
Massachusetts
$2M +$246K +3,390 +18%
WA
2777
Wealthstream Advisors
New York
$2M +$261K +3,600 +19%
BCM
2778
BluePointe Capital Management
California
$2M -$334K -4,610 -17%
WA
2779
Westfuller Advisors
New York
$1.99M +$1.6M +22,080 New
PEA
2780
Park Edge Advisors
Ohio
$1.99M +$580K +8,000 +57%
IFS
2781
Ifrah Financial Services
Arkansas
$1.99M -$70.3K -970 -4%
CG
2782
Corundum Group
Colorado
$1.99M -$130K -1,790 -8%
GSIS
2783
Global Strategic Investment Solutions
Arizona
$1.99M +$185K +2,550 +13%
PG
2784
Prostatis Group
Maryland
$1.98M -$144K -1,980 -8%
NRI
2785
NFP Retirement Inc
California
$1.98M +$222K +3,060 +16%
MFWP
2786
Mosaic Family Wealth Partners
Missouri
$1.98M -$28.9M -398,290 -95%
TWM
2787
Trueblood Wealth Management
Ohio
$1.98M -$834K -11,500 -34%
SIG
2788
Spinnaker Investment Group
California
$1.97M +$706K +9,740 +81%
APG
2789
Abacus Planning Group
South Carolina
$1.97M +$526K +7,260 +50%
FNB
2790
Farmers National Bank
Kentucky
$1.97M +$46.4K +640 +3%
MWM
2791
McNaughton Wealth Management
California
$1.97M -$81.9K -1,130 -5%
NP
2792
Ninepoint Partners
Ontario, Canada
$1.97M -$25.4K -350 -2%
PCMU
2793
Paragon Capital Management (Utah)
Utah
$1.96M -$1.46M -20,210 -48%
LA
2794
Latitude Advisors
Florida
$1.96M +$286K +3,950 +22%
GC
2795
Gibson Capital
Pennsylvania
$1.96M +$386K +5,330 +33%
ST
2796
Sabal Trust
Florida
$1.96M -$316K -4,360 -17%
EFMC
2797
Empire Financial Management Company
New York
$1.96M +$151K +2,080 +11%
HMS
2798
Hanseatic Management Services
New Mexico
$1.96M +$30.4K +420 +2%
UWPG
2799
Ullmann Wealth Partners Group
Florida
$1.95M +$302K +4,160 +24%
TBWA
2800
Three Bridge Wealth Advisors
California
$1.95M – – –
110 111
112
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