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Name Holding Trade Value Shares
Change 		Change in
Stake
CHWM
4351
Cauble & Harre Wealth Management
Missouri
$1.72M -$77.1K -420 -5%
KWA
4352
Kondo Wealth Advisors
California
$1.72M +$49.4K +269 +3%
MIM
4353
MTM Investment Management
South Carolina
$1.72M -$2.75K -15 -0.2%
WAG
4354
Wallace Advisory Group
California
$1.72M +$237K +1,293 +15%
LWM
4355
Lighthouse Wealth Management
Ohio
$1.71M -$114K -622 -6%
SFS
4356
Sunrise Financial Services
Washington
$1.71M -$43.5K -237 -2%
WWWM
4357
White Wing Wealth Management
Texas
$1.71M -$87.7K -478 -5%
IAS
4358
Investment Advisory Services
Texas
$1.71M +$131K +715 +8%
CW
4359
Code Waechter
Florida
$1.7M +$123K +669 +7%
KWA
4360
Kellett Wealth Advisors
Ohio
$1.7M +$114K +624 +7%
GD
4361
Grandfield & Dodd
New York
$1.7M -$11.6K -63 -0.6%
KCM
4362
Kennicott Capital Management
California
$1.7M – – –
WP
4363
Wealthspan Partners
Iowa
$1.69M +$7.34K +40 +0.4%
HDIM
4364
Hanson & Doremus Investment Management
Vermont
$1.69M +$385K +2,100 +28%
CCA
4365
Carrera Capital Advisors
Michigan
$1.69M -$23.9K -130 -1%
PWS
4366
Pursuit Wealth Strategies
North Carolina
$1.68M -$72.8K -397 -4%
DI
4367
DDFG Inc
California
$1.68M -$52.3K -285 -3%
AFP
4368
ATX Financial Planning
Texas
$1.68M -$205K -1,120 -10%
MCM
4369
Magnolia Capital Management
New York
$1.67M – – –
THCM
4370
Taylor Hoffman Capital Management
Virginia
$1.67M -$63.8K -348 -3%
OCG
4371
Opus Capital Group
Ohio
$1.67M +$67.1K +366 +4%
FF
4372
Foundry Financial
California
$1.67M +$211K +1,149 +14%
PNC
4373
Point Nemo Capital
Texas
$1.67M +$612K +3,334 +53%
WF
4374
WealthPoint Financial
North Carolina
$1.67M +$171K +934 +11%
DP
4375
Denver PWM
Colorado
$1.67M -$1.65M -8,973 -54%
173 174
175
176 177