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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2126
Garde Capital
Washington
$943K +$26.4K +960 +3%
CFO
2127
CVA Family Office
Colorado
$941K +$861K +31,280 +4,285%
FAM
2128
Flaharty Asset Management
Florida
$938K +$313K +11,370 +55%
6F
2129
626 Financial
Michigan
$935K +$875K +31,800 New
RA
2130
RiverTree Advisors
Florida
$934K -$481K -17,490 -36%
KM
2131
Kalos Management
Georgia
$934K +$55K +2,000 +7%
KWM
2132
Kolinsky Wealth Management
New Jersey
$933K +$873K +31,720 New
SAM
2133
Sompo Asset Management
Japan
$929K +$66K +2,400 +8%
EF
2134
Empowered Funds
Pennsylvania
$929K +$199K +7,230 +30%
TAM
2135
Tucker Asset Management
Colorado
$922K +$24.5K +890 +3%
BAM
2136
Beaumont Asset Management
Texas
$922K +$39.6K +1,440 +5%
OFS
2137
Orrstown Financial Services
Pennsylvania
$921K -$436K -15,840 -33%
CI
2138
CPR Investments
Michigan
$921K +$861K +31,300 New
LJAC
2139
L.J. Altfest & Co
New York
$920K -$88.3K -3,210 -9%
3F
2140
360 Financial
Minnesota
$919K +$13.2K +480 +2%
LL
2141
LPWM LLC
Minnesota
$918K – – –
RCA
2142
Riverview Capital Advisers
Massachusetts
$916K +$857K +31,160 New
EA
2143
Echo45 Advisors
California
$915K +$856K +31,100 New
WB
2144
West Bancorporation
Iowa
$914K +$855K +31,060 New
SMA
2145
Sage Mountain Advisors
Georgia
$913K +$200K +7,270 +31%
BWM
2146
Birchcreek Wealth Management
Ohio
$912K -$35.8K -1,300 -4%
LWMM
2147
Legacy Wealth Management (Mississippi)
Mississippi
$912K – – –
SWM
2148
Scissortail Wealth Management
Oklahoma
$911K +$853K +30,990 New
PFM
2149
Peak Financial Management
Massachusetts
$910K +$252K +9,170 +42%
CNAM
2150
Campbell Newman Asset Management
Wisconsin
$904K -$8.8K -320 -1%
84 85
86
87 88