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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1301
Catalyst Financial Partners
Massachusetts
$617K -$6.34K -63 -1%
MW
1302
MBL Wealth
North Carolina
$616K -$9.87K -98 -2%
LA
1303
LexAurum Advisors
Kansas
$616K -$21.5K -213 -3%
DP
1304
DDD Partners
Washington
$615K -$1.81K -18 -0.3%
RCM
1305
Ratan Capital Management
Florida
$614K – – –
TPWA
1306
TRUE Private Wealth Advisors
Oregon
$613K -$3.02K -30 -0.5%
FMTC
1307
Farmers & Merchants Trust Company
California
$610K -$176K -1,750 -23%
RIA
1308
Regal Investment Advisors
Michigan
$610K -$10.5K -104 -2%
CPWA
1309
Cerro Pacific Wealth Advisors
California
$610K +$107K +1,062 +22%
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$607K -$29.9K -297 -5%
CIA
1311
Compass Ion Advisors
Pennsylvania
$606K +$906 +9 +0.2%
EMFAT
1312
Emerald Mutual Fund Advisers Trust
Pennsylvania
$605K +$213K +2,112 +55%
FNT
1313
First Nebraska Trust
Nebraska
$605K +$133K +1,319 +29%
ST
1314
Somerset Trust
Pennsylvania
$604K -$6.04K -60 -1%
IAIM
1315
International Assets Investment Management
Florida
$601K -$96.9K -962 -14%
BWM
1316
Blossom Wealth Management
California
$601K -$15.1K -150 -2%
BA
1317
Bridgewater Advisors
New York
$599K +$34.8K +346 +6%
NB
1318
Nicolet Bankshares
Wisconsin
$599K +$26.6K +264 +5%
FFS
1319
Flavin Financial Services
Florida
$598K -$41.4K -411 -7%
FAG
1320
Fortitude Advisory Group
Washington
$597K -$27.5K -273 -4%
IIC
1321
Ironwood Investment Counsel
Arizona
$594K -$106K -1,052 -15%
SAM
1322
Synergy Asset Management
Washington
$594K +$207K +2,054 +55%
STA
1323
Smith Thornton Advisors
Alabama
$592K +$70.9K +704 +15%
JWM
1324
Jeppson Wealth Management
California
$591K -$6.14K -61 -1%
RLIM
1325
Red Lighthouse Investment Management
New York
$591K +$1.71K +17 +0.3%
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