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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
2601
Values First Advisors
Tennessee
$13.5K +$13.4K +594 New
AFG
2602
Albion Financial Group
Utah
$13.3K +$68 +3 +0.5%
EA
2603
Evolution Advisers
Virginia
$13K +$113 +5 +0.9%
CCM
2604
Copeland Capital Management
Pennsylvania
$12.6K – – –
PWMA
2605
Pension & Wealth Management Advisors
Massachusetts
$12.4K +$12.3K +546 New
FF
2606
Friedenthal Financial
New Jersey
$12.3K -$783K -34,790 -98%
SR
2607
Syntax Research
Florida
$12.2K – – –
EWM
2608
Evermay Wealth Management
Virginia
$12.1K – – –
PCWA
2609
Pacific Capital Wealth Advisors
California
$11.7K – – –
CFG
2610
Chapman Financial Group
Hawaii
$11.6K +$11.5K +510 New
CT
2611
Coastline Trust
Rhode Island
$11.4K -$29.8K -1,323 -73%
AIM
2612
Arcadia Investment Management
Michigan
$11.4K +$11.3K +500 New
HB
2613
Horizon Bancorp
Indiana
$11K -$18.2K -810 -62%
HNW
2614
High Note Wealth
Minnesota
$10.7K +$10.6K +469 New
CCMI
2615
Creative Capital Management Investments
California
$10.6K – – –
TLA
2616
Tanglewood Legacy Advisors
Texas
$10.6K – – –
KWAG
2617
Kiely Wealth Advisory Group
North Carolina
$10.3K – – –
CAC
2618
Core Alternative Capital
Georgia
$10.3K – – –
KSWA
2619
Kathleen S. Wright Associates
Pennsylvania
$10.2K -$1.73K -77 -15%
DCM
2620
Davis Capital Management
Florida
$9.68K – – –
W
2621
WealthCollab
Washington
$9.54K – – –
CTC
2622
Cetera Trust Company
Minnesota
$9.34K – – –
RPA
2623
Redwood Park Advisors
California
$9.29K +$9.18K +408 New
MCM
2624
MidAtlantic Capital Management
Virginia
$9.11K – – –
TCA
2625
Trifecta Capital Advisors
Illinois
$9.04K – – –
103 104
105
106 107