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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
3226
Kapstone Financial Advisors
Ohio
$3.39M +$164K +1,305 +6%
MC
3227
Martin & Co
Tennessee
$3.38M -$50.7K -403 -2%
CF
3228
Copperwynd Financial
Arizona
$3.38M -$3.07M -24,389 -53%
RLH
3229
RD Lewis Holdings
Florida
$3.38M -$94.4K -750 -4%
LPAM
3230
Lodestar Private Asset Management
California
$3.37M +$56.8K +451 +2%
CCM
3231
Collar Capital Management
Wisconsin
$3.37M +$1.8M +14,312 +204%
RC
3232
Rahlfs Capital
Texas
$3.36M – – –
BPFA
3233
Barnes Pettey Financial Advisors
Mississippi
$3.36M +$16.9K +134 +0.6%
CWM
3234
Cherrydale Wealth Management
New Jersey
$3.36M -$24.7K -196 -0.9%
EIG
3235
Ellenbecker Investment Group
Wisconsin
$3.35M +$140K +1,114 +6%
BC
3236
Brio Consultants
California
$3.35M +$68.1K +541 +3%
NCFG
3237
New Century Financial Group
New Jersey
$3.35M +$1.37M +10,866 +105%
BRWM
3238
Blue Rock Wealth Management
North Carolina
$3.35M -$52.2K -415 -2%
WPC
3239
White Pine Capital
Minnesota
$3.34M +$214K +1,700 +9%
NP
3240
Ninepoint Partners
Ontario, Canada
$3.33M +$513K +4,073 +24%
PFG
3241
Putney Financial Group
California
$3.33M -$81.2K -645 -3%
EWM
3242
Evermay Wealth Management
Virginia
$3.33M +$40K +318 +2%
ACA
3243
Atlas Capital Advisors
Wyoming
$3.33M +$23.2K +184 +0.9%
KSB
3244
Kennebec Savings Bank
Maine
$3.33M +$138K +1,099 +5%
CWA
3245
Choice Wealth Advisors
Maine
$3.33M – – –
LFA
3246
Lauterbach Financial Advisors
Texas
$3.32M +$19.4K +154 +0.7%
LWP
3247
LeClair Wealth Partners
Ohio
$3.32M -$23.3K -185 -0.9%
SL
3248
Sentinus LLC
Illinois
$3.31M -$163K -1,292 -6%
AWA
3249
Amplius Wealth Advisors
Pennsylvania
$3.31M +$360K +2,857 +16%
PPW
3250
Pasadena Private Wealth
California
$3.3M +$1.55M +12,296 +143%
128 129
130
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