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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2976
Measured Wealth Private Client Group
New Hampshire
$6.17M -$197K -1,056 -3%
FA
2977
Fermata Advisors
California
$6.16M +$2.76M +14,812 +81%
RA
2978
Rockingstone Advisors
Massachusetts
$6.15M -$1.37M -7,341 -18%
BA
2979
Ballast Advisors
Minnesota
$6.15M -$40K -215 -0.6%
CFC
2980
Coyle Financial Counsel
Illinois
$6.14M +$782K +4,201 +15%
GFWA
2981
Grey Fox Wealth Advisors
Delaware
$6.14M +$85.1K +457 +1%
ASM
2982
AI-Squared Management
Hong Kong
$6.14M +$6.12M +32,900 New
FIB
2983
First Interstate Bank
Montana
$6.13M -$146K -785 -2%
CAM
2984
Columbia Asset Management
Michigan
$6.12M -$377K -2,025 -6%
AWMT
2985
AAFMAA Wealth Management & Trust
North Carolina
$6.11M -$687K -3,691 -10%
AWA
2986
Acorn Wealth Advisors
Michigan
$6.11M +$2.42M +13,003 +66%
RWC
2987
Rare Wolf Capital
Washington
$6.1M +$6.09M +32,733 New
GCA
2988
Gradient Capital Advisors
California
$6.08M -$222K -1,195 -4%
BWG
2989
Boomfish Wealth Group
Georgia
$6.07M +$222K +1,192 +4%
WCM
2990
Wedge Capital Management
North Carolina
$6.07M +$143K +768 +2%
CH
2991
Canton Hathaway
Rhode Island
$6.07M +$15.1K +81 +0.2%
CFGW
2992
Chancellor Financial Group WB
Pennsylvania
$6.07M -$146K -782 -2%
FFG
2993
Frisch Financial Group
New York
$6.06M +$3.54K +19 +0.1%
TAFW
2994
Tred Avon Family Wealth
Maryland
$6.06M -$112K -603 -2%
S
2995
SharpePoint
Arizona
$6.05M +$269K +1,445 +5%
DFCM
2996
Dark Forest Capital Management
Puerto Rico
$6.05M -$1.69M -9,100 -22%
LWM
2997
LJI Wealth Management
Indiana
$6.05M -$133K -716 -2%
AWM
2998
Accel Wealth Management
Iowa
$6.04M -$293K -1,574 -5%
TDB
2999
Thompson David Blair
$6.02M +$6.01M +32,288 New
VCP
3000
Vista Capital Partners
Oregon
$5.99M -$528K -2,838 -8%
118 119
120
121 122