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Name Holding Trade Value Shares
Change 		Change in
Stake
ASFA
2051
All Season Financial Advisors
Colorado
$371K +$388K +17,054 New
BHTS
2052
Bar Harbor Trust Services
Maine
$369K -$2.84K -125 -0.7%
CFN
2053
Cordasco Financial Network
Florida
$369K +$74.2K +3,260 +24%
PWA
2054
Physician Wealth Advisors
Utah
$369K +$98.3K +4,323 +33%
OIM
2055
Orca Investment Management
Oregon
$368K -$3.46K -152 -0.9%
NWM
2056
Northwest Wealth Management
Iowa
$368K +$119K +5,247 +45%
HCP
2057
Holt Capital Partners
Texas
$367K -$9.03K -397 -2%
CCA
2058
Childress Capital Advisors
Texas
$366K -$147K -6,453 -28%
HBT
2059
Hills Bank & Trust
Iowa
$365K -$54.1K -2,378 -12%
SCI
2060
Stableford Capital II
Arizona
$365K – – –
BA
2061
Bridgewater Advisors
New York
$365K +$11.4K +502 +3%
NEAM
2062
New England Asset Management
Connecticut
$365K +$280K +12,320 +275%
KWA
2063
KCS Wealth Advisory
California
$364K -$4.59K -202 -1%
JWM
2064
JGP Wealth Management
Oregon
$363K -$4.72M -207,515 -93%
REMPR
2065
Roof Eidam Maycock Peralta (REMP)
California
$362K -$751 -33 -0.2%
TWM
2066
Titus Wealth Management
California
$362K +$2.07K +91 +0.5%
KPWG
2067
KFA Private Wealth Group
Virginia
$360K -$8.94K -393 -2%
PMFA
2068
Plante Moran Financial Advisors
Michigan
$359K +$37.6K +1,652 +11%
UF
2069
Univest Financial
Pennsylvania
$358K – – –
RIM
2070
Rockbridge Investment Management
New York
$358K +$75.5K +3,320 +25%
SC
2071
Saturna Capital
Washington
$357K – – –
WAG
2072
Winthrop Advisory Group
Massachusetts
$356K -$254K -11,169 -41%
AWG
2073
Altus Wealth Group
Colorado
$356K -$11.1K -489 -3%
MSFP
2074
Mark Sheptoff Financial Planning
Connecticut
$355K -$420K -18,483 -53%
GSIS
2075
Global Strategic Investment Solutions
Arizona
$355K +$371K +16,320 New
81 82
83
84 85