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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
3376
TFC Financial Management
Massachusetts
$4.15M -$142K -776 -3%
SIM
3377
Samara Investment Management
Oregon
$4.15M +$4.36M +23,791 New
TWM
3378
Tripletail Wealth Management
Florida
$4.15M -$37.4K -204 -0.9%
RRA
3379
Round Rock Advisors
Connecticut
$4.15M -$550 -3 -0%
FWA
3380
FOCUS Wealth Advisors
Texas
$4.14M -$115K -629 -3%
NA
3381
Nordwand Advisors
Pennsylvania
$4.14M +$75.2K +410 +2%
JWA
3382
JFS Wealth Advisors
Pennsylvania
$4.14M +$72.1K +393 +2%
PA
3383
PFW Advisors
Georgia
$4.13M +$22.7K +124 +0.5%
BWM
3384
Braeburn Wealth Management
Michigan
$4.13M -$421K -2,296 -9%
MJFG
3385
Mars Jewett Financial Group
Washington
$4.12M +$42.2K +230 +1%
RH
3386
RFG Holdings
Texas
$4.12M +$98.9K +539 +2%
NCTC
3387
New Covenant Trust Company
Indiana
$4.12M +$454K +2,473 +12%
SA
3388
Scarborough Advisors
Maryland
$4.12M +$316K +1,723 +8%
CFIA
3389
Cantor Fitzgerald Investment Advisors
New York
$4.11M +$110K +602 +3%
RWM
3390
Redstone Wealth Management
Oklahoma
$4.11M +$656K +3,576 +18%
PFM
3391
Phillips Financial Management
Indiana
$4.1M -$74.5K -406 -2%
FFG
3392
Forum Finance Group
$4.1M +$5.3M +28,873 New
SW
3393
Solidarity Wealth
Utah
$4.09M +$778K +4,238 +22%
SEP
3394
Southland Equity Partners
Missouri
$4.09M +$415K +2,262 +11%
TWM
3395
Trueblood Wealth Management
Ohio
$4.08M +$75.8K +413 +2%
VFP
3396
Vilga Financial Planning
New Jersey
$4.08M – – –
JF
3397
JMN Financial
Ohio
$4.07M +$273K +1,490 +7%
PTFIS
3398
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$4.07M -$4.97M -27,080 -54%
PAM
3399
PVG Asset Management
Colorado
$4.07M +$2.07M +11,281 +143%
CWMGP
3400
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.07M +$37.6K +205 +0.9%
134 135
136
137 138