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Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
3926
Shira Ridge Wealth Management
California
$657K -$1.42K -14 -0.3%
CCM
3927
Colorado Capital Management
Colorado
$655K -$91.9K -909 -15%
DCM
3928
Davis Capital Management
Florida
$655K +$49.4K +489 +10%
OTL
3929
Oak Thistle LLC
New York
$654K +$536K +5,300 New
JJBC
3930
James J. Burns & Company
New York
$654K +$536K +5,298 New
MWP
3931
Meredith Wealth Planning
Illinois
$652K -$2.93K -29 -0.5%
TFP
3932
Tilia Fiduciary Partners
North Carolina
$651K -$38.8K -384 -7%
MC
3933
Machina Capital
France
$649K -$1.9M -18,803 -78%
RC
3934
Rovin Capital
Arizona
$649K +$186K +1,837 +54%
BTC
3935
Bank & Trust Company
Illinois
$648K +$530K +5,246 New
RCM
3936
Rain Capital Management
Oregon
$648K -$512K -5,069 -90%
AFG
3937
Altiora Financial Group
Ohio
$648K +$202 +2 +0%
AA
3938
AF Advisors
California
$647K +$25.3K +250 +5%
BBI
3939
Baxter Bros Inc
Connecticut
$647K +$5.56K +55 +1%
MCIA
3940
Mountain Capital Investment Advisors
Colorado
$645K +$72.1K +713 +17%
GA
3941
Greytown Advisors
Florida
$643K +$225K +2,227 +75%
MM
3942
Meridian Management
Arkansas
$643K +$38.9K +385 +8%
BF
3943
Brooklyn FI
New York
$641K +$30.4K +301 +6%
ATWA
3944
Arbor Trust Wealth Advisors
Michigan
$640K +$41.5K +410 +9%
AWA
3945
Aquire Wealth Advisors
Utah
$639K +$15.2K +150 +3%
WW
3946
Waterfront Wealth
Kansas
$637K -$305K -3,020 -37%
HNWA
3947
Henrickson Nauta Wealth Advisors
Michigan
$637K -$256K -2,534 -33%
MFG
3948
Midwest Financial Group
Kansas
$637K +$521K +5,155 New
PTB
3949
Pioneer Trust Bank
Oregon
$636K – – –
IFPG
3950
Intrepid Financial Planning Group
Indiana
$636K +$520K +5,145 New
156 157
158
159 160