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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2201
Wolff Wiese Magana
California
$161K -$49.7K -511 -23%
NFA
2202
Northwest Financial Advisors
Virginia
$161K +$163K +1,672 New
GFPC
2203
Global Financial Private Client
Florida
$157K – – –
SCM
2204
Silvant Capital Management
Georgia
$154K – – –
LIA
2205
Luken Investment Analytics
Tennessee
$154K – – –
A
2206
AJOVista
Massachusetts
$152K +$154K +1,585 New
OPTFSNA
2207
Old Point Trust & Financial Services N A
Virginia
$151K +$153K +1,569 New
PIM
2208
Plato Investment Management
Australia
$150K +$152K +1,565 New
VCM
2209
Versant Capital Management
Arizona
$148K -$12.4K -127 -8%
SOW
2210
State of Wyoming
Wyoming
$144K +$57.8K +594 +66%
SWC
2211
Spectrum Wealth Counsel
Indiana
$140K +$142K +1,462 New
PWMG
2212
Private Wealth Management Group
New Jersey
$137K +$139K +1,432 New
EBA
2213
Eagle Bay Advisors
New York
$136K -$3.6K -37 -3%
CAS
2214
Coppell Advisory Solutions
Texas
$135K +$129K +1,325 +1,699%
AF
2215
Advisornet Financial
Minnesota
$134K -$2.14K -22 -2%
EWP
2216
Elevation Wealth Partners
California
$132K +$68.1K +700 +94%
PS
2217
Planned Solutions
California
$130K +$132K +1,354 New
W
2218
WealthCollab
Washington
$125K +$127K +1,301 New
ATC
2219
Advantage Trust Company
Kansas
$124K +$126K +1,290 New
BHWM
2220
Beaird Harris Wealth Management
Texas
$124K +$2.14K +22 +2%
RIM
2221
Rockbridge Investment Management
New York
$120K +$122K +1,254 New
JEST
2222
JTC Employer Solutions Trustee
Jersey
$120K – – –
JSAM
2223
J. Safra Asset Management
New York
$120K – – –
GJIA
2224
Glass Jacobson Investment Advisors
Maryland
$120K +$11K +113 +10%
RFG
2225
RFP Financial Group
Georgia
$119K +$3.99K +41 +3%
87 88
89
90 91