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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1476
Soundmark Wealth Management
Washington
$594K -$51.4K -545 -8%
EP
1477
Eudaimonia Partners
Tennessee
$590K +$14.3K +151 +3%
BAM
1478
Blueshift Asset Management
New Jersey
$589K -$1.38M -14,603 -71%
SGK
1479
Steigerwald Gordon & Koch
Virginia
$589K +$40.9K +433 +8%
RIA
1480
Realta Investment Advisors
Delaware
$588K +$28.6K +303 +5%
CC
1481
Centiva Capital
New York
$585K +$524K +5,548 +1,576%
JIP
1482
Jaffetilchin Investment Partners
Florida
$585K -$52.8K -559 -9%
STA
1483
Summit Trail Advisors
New York
$584K +$21.6K +229 +4%
PWPS
1484
Pinnacle Wealth Planning Services
Ohio
$583K -$38.3K -406 -6%
BC
1485
Belmont Capital
California
$583K – – –
BWM
1486
Blossom Wealth Management
California
$582K +$1.89K +20 +0.3%
FHA
1487
Flagship Harbor Advisors
Massachusetts
$581K -$18.8K -199 -3%
RFN
1488
RDA Financial Network
Iowa
$579K -$10K -106 -2%
ALAM
1489
Asahi Life Asset Management
Japan
$579K +$268K +2,840 +95%
MSR
1490
Main Street Research
Connecticut
$579K +$11.1K +118 +2%
CBT
1491
CoreFirst Bank & Trust
Kansas
$577K -$2.17K -23 -0.4%
ECG
1492
Edge Capital Group
Georgia
$576K +$94K +996 +21%
MHS
1493
M Holdings Securities
Oregon
$575K -$44.7K -474 -8%
DWM
1494
Dorchester Wealth Management
Quebec, Canada
$575K -$45.8K -485 -8%
FMWA
1495
Forvis Mazars Wealth Advisors
Missouri
$573K +$28.3K +300 +5%
IPAM
1496
ICICI Prudential Asset Management
India
$572K +$146K +1,551 +37%
EP
1497
Edgestream Partners
New Jersey
$572K -$3.43M -36,304 -86%
BLC
1498
Brown, Lisle/Cummings
Rhode Island
$571K +$11.5K +122 +2%
SCM
1499
Stordahl Capital Management
Colorado
$570K – – –
SWRP
1500
Summit Wealth & Retirement Planning
California
$569K -$12.3K -130 -2%
58 59
60
61 62