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Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
1526
Stegent Equity Advisors
Texas
$465K +$24.8K +256 +5%
PMSA
1527
Patrick M. Sweeney & Associates
Illinois
$464K +$5.32K +55 +1%
MCCP
1528
Mission Creek Capital Partners
California
$464K -$52.5K -543 -10%
IIM
1529
InTrack Investment Management
Vermont
$463K -$126K -1,300 -21%
MC
1530
Matisse Capital
Oregon
$462K – – –
4WM
1531
49 Wealth Management
Texas
$461K -$45.8K -473 -9%
AFP
1532
Ausdal Financial Partners
Iowa
$461K +$238K +2,458 +95%
XF
1533
XML Financial
Maryland
$459K -$175K -1,807 -26%
CFA
1534
CWS Financial Advisors
Michigan
$458K +$35.5K +367 +8%
TNA
1535
True North Advisors
Texas
$457K -$43.9K -454 -8%
RDWM
1536
Red Door Wealth Management
Tennessee
$455K +$11.4K +118 +2%
QI
1537
Qtron Investments
Massachusetts
$455K – – –
SCM
1538
Stordahl Capital Management
Colorado
$455K – – –
PP
1539
Patten & Patten
Tennessee
$453K +$39.1K +404 +9%
YIA
1540
YHB Investment Advisors
Connecticut
$453K -$43K -444 -8%
EWM
1541
Elmwood Wealth Management
California
$453K -$12.1K -125 -2%
VWM
1542
Venturi Wealth Management
Texas
$452K +$220K +2,273 +85%
RW
1543
Rede Wealth
Virginia
$452K -$38.5K -398 -7%
PF
1544
Parker Financial
Washington
$451K -$68.6K -709 -13%
BCM
1545
Bourgeon Capital Management
Connecticut
$450K – – –
FAFN
1546
First Affirmative Financial Network
Colorado
$449K -$75.1K -776 -14%
SC
1547
Slow Capital
California
$448K -$43.1K -445 -8%
FFP
1548
FourThought Financial Partners
Florida
$448K +$474K +4,904 New
SWM
1549
Sculati Wealth Management
Michigan
$447K -$81.3K -840 -15%
SJIM
1550
St. Johns Investment Management
Florida
$447K +$19.3K +199 +4%
60 61
62
63 64