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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1876
MJP Associates
Connecticut
$580K -$9.64K -610 -1%
JGUA
1877
John G. Ullman & Associates
New York
$580K +$3.16K +200 +0.4%
CFA
1878
Capstone Financial Advisors
Illinois
$580K +$87.7K +5,550 +13%
AA
1879
Aire Advisors
California
$577K -$68.8K -4,350 -8%
CIA
1880
Capital Impact Advisors
Massachusetts
$576K -$376K -23,780 -33%
TF
1881
TimeScale Financial
Massachusetts
$576K +$47.1K +2,980 +7%
1W
1882
1776 Wealth
Georgia
$574K +$23.7K +1,500 +3%
SWM
1883
Scissortail Wealth Management
Oklahoma
$573K +$195K +12,320 +40%
PFM
1884
Premier Fund Managers
United Kingdom
$571K -$8.45M -534,360 -92%
ZF
1885
Zhang Financial
Michigan
$569K +$30.8K +1,950 +4%
WCA
1886
Waypoint Capital Advisors
Minnesota
$567K -$108K -6,850 -13%
PWMG
1887
Prestige Wealth Management Group
New Jersey
$567K +$27.7K +1,750 +4%
EWS
1888
Evergreen Wealth Solutions
Pennsylvania
$566K -$52.3K -3,310 -7%
BHWM
1889
Bar Harbor Wealth Management
New Hampshire
$561K -$176K -11,140 -19%
RA
1890
Resolute Advisors
California
$561K – – –
RT
1891
Rockland Trust
Massachusetts
$559K -$31.6K -2,000 -4%
CAM
1892
Carret Asset Management
New York
$558K – – –
NC
1893
NovaPoint Capital
Georgia
$558K +$13.9K +880 +2%
EFL
1894
ERn Financial LLC
Wisconsin
$558K +$66.7K +4,220 +10%
VT
1895
Vise Technologies
New York
$557K -$94.2K -5,960 -12%
TCM
1896
Tributary Capital Management
Nebraska
$556K -$8.7K -550 -1%
GM
1897
GeoWealth Management
Illinois
$556K +$59.3K +3,750 +9%
MAWCM
1898
Mine & Arao Wealth Creation & Management
California
$555K +$90.4K +5,720 +14%
JDR
1899
Jay D. Rosenbaum
$554K -$105K -6,640 -13%
AA
1900
Advisory Alpha
Michigan
$554K +$19.8K +1,250 +3%
74 75
76
77 78