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Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
3726
Phocas Financial Corp
California
$2.5M -$47.9K -275 -2%
NIA
3727
NBZ Investment Advisors
Tennessee
$2.49M -$10.6K -61 -0.5%
SFS
3728
Sharp Financial Services
Pennsylvania
$2.49M -$516K -2,962 -18%
BIS
3729
BG Investment Services
Guam
$2.49M +$719K +4,123 +45%
MFG
3730
Monte Financial Group
Connecticut
$2.49M -$58.6K -336 -2%
ABLA
3731
Alan B. Lancz & Associates
Ohio
$2.49M -$1.12M -6,450 -33%
GGI
3732
Godsey & Gibb Inc
Virginia
$2.48M +$14.3K +82 +0.6%
KL
3733
KWMG LLC
Kansas
$2.48M +$18.3K +105 +0.8%
EFA
3734
Edge Financial Advisors
Illinois
$2.48M +$461K +2,645 +66%
MW
3735
Members Wealth
Pennsylvania
$2.48M +$2.3M +13,223 New
WFS
3736
Widmann Financial Services
Maryland
$2.47M +$11.7K +67 +0.5%
KRW
3737
Kaufman Rossin Wealth
Florida
$2.47M +$315K +1,805 +16%
SWM
3738
SK Wealth Management
Rhode Island
$2.47M -$7.84K -45 -0.3%
BFP
3739
Beacon Financial Planning
Massachusetts
$2.47M +$6.45K +37 +0.3%
5W
3740
5T Wealth
California
$2.47M +$12K +69 +0.5%
AWA
3741
Amplius Wealth Advisors
Pennsylvania
$2.46M -$1.35M -7,734 -37%
BF
3742
Baring Financial
Washington
$2.46M -$22K -126 -0.9%
SA
3743
Sonoma Allocations
California
$2.46M +$2.36M +13,519 New
CFS
3744
Coordinated Financial Services
Colorado
$2.46M +$106K +609 +5%
SF
3745
Seros Financial
Arizona
$2.46M +$47.6K +273 +2%
BWMG
3746
Bannerman Wealth Management Group
Texas
$2.45M +$54K +310 +2%
FH
3747
Financial Harvest
Florida
$2.45M +$72.3K +415 +4%
XPN
3748
XY Planning Network
Montana
$2.45M – – –
GC
3749
GatePass Capital
Ohio
$2.45M +$716K +4,109 +46%
DA
3750
Detalus Advisors
Missouri
$2.44M -$3.66K -21 -0.2%
148 149
150
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