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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
3126
White Pine Capital
Minnesota
$678K +$97.3K +2,100 +18%
DWM
3127
Dogwood Wealth Management
Kansas
$677K +$633K +13,660 New
HWA
3128
HHM Wealth Advisors
Tennessee
$676K -$40.3K -870 -6%
PFC
3129
Phocas Financial Corp
California
$676K -$1.14M -24,580 -64%
NRW
3130
Nova R Wealth
Kansas
$676K -$102K -2,210 -14%
LL
3131
LWMG LLC
Minnesota
$675K -$75.1K -1,620 -11%
AR
3132
Apeiron RIA
Texas
$674K -$29.7K -640 -4%
VEA
3133
Virtus ETF Advisers
New York
$673K -$152K -3,270 -19%
JFG
3134
JDM Financial Group
Texas
$672K – – –
WAL
3135
W Advisors LLC
Tennessee
$672K +$6.49K +140 +1%
BLC
3136
Brown, Lisle/Cummings
Rhode Island
$671K +$85.7K +1,850 +16%
MWA
3137
Motive Wealth Advisors
Michigan
$669K -$203K -4,390 -25%
MIOT
3138
Massachusetts Institute of Technology
Massachusetts
$669K +$626K +13,500 New
RB
3139
Renasant Bank
Mississippi
$668K +$54.2K +1,170 +10%
PSP
3140
Pacific Sage Partners
Washington
$667K -$115K -2,480 -16%
RGI
3141
River Global Investors
United Kingdom
$667K -$631K -13,620 -50%
PWA
3142
Phoenix Wealth Advisors
North Carolina
$666K +$17.1K +370 +3%
CCMT
3143
CMT Capital Markets Trading
Germany
$666K -$7.16M -154,560 -92%
NWM
3144
Napa Wealth Management
California
$665K +$622K +13,420 New
MSRI
3145
Michael S. Ryan Inc
New York
$664K – – –
DBIA
3146
Dumont & Blake Investment Advisors
New Jersey
$663K – – –
MAM
3147
Milestone Asset Management
Pennsylvania
$662K +$86.7K +1,870 +16%
RWM
3148
Revisor Wealth Management
Ohio
$660K -$1.62M -34,940 -72%
FC
3149
FCA Corp
Texas
$660K +$927 +20 +0.2%
FCM
3150
Family Capital Management
Michigan
$657K +$17.1K +370 +3%
124 125
126
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