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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2201
Adero Partners
California
$231K +$228K +10,135 New
MCM
2202
Manchester Capital Management
Vermont
$231K – – –
SCM
2203
Sage Capital Management
New Jersey
$230K +$2.36K +105 +1%
SP
2204
Stonebrook Private
Michigan
$230K +$228K +10,115 New
PA
2205
Perennial Advisors
New York
$230K +$227K +10,095 New
PJWM
2206
Philip James Wealth Mangement
Georgia
$230K -$61.2K -2,720 -21%
BFG
2207
Bouchey Financial Group
New York
$229K -$9K -400 -4%
WHC
2208
Wulff, Hansen & Co
California
$229K +$5.85K +260 +3%
NAAA
2209
New Age Alpha Advisors
New York
$229K +$226K +10,041 New
IA
2210
Insight Advisors
Pennsylvania
$229K -$27.9K -1,238 -11%
CB
2211
Centennial Bank
Arkansas
$229K -$6.23K -277 -3%
BA
2212
Bristlecone Advisors
Washington
$229K +$9K +400 +4%
FWTB
2213
First Western Trust Bank
Colorado
$229K -$315 -14 -0.1%
CFGA
2214
Cambridge Financial Group (Arizona)
Arizona
$228K -$22.5K -1,000 -9%
CM
2215
Cercano Management
Washington
$228K -$4.58M -203,430 -95%
BW
2216
BostonPremier Wealth
Massachusetts
$228K +$226K +10,026 New
RAM
2217
Roanoke Asset Management
New Jersey
$228K – – –
BDWCC
2218
B&D White Capital Company
Texas
$228K – – –
KCM
2219
Key Colony Management
Arkansas
$228K +$225K +10,000 New
PWP
2220
Phillips Wealth Planners
Mississippi
$228K +$5.96K +265 +3%
HPC
2221
Hobart Private Capital
North Carolina
$228K +$225K +9,993 New
VWA
2222
VERITY Wealth Advisors
United States
$227K – – –
OS
2223
Objectivity Squared
South Carolina
$227K – – –
HFS
2224
Hoge Financial Services
Pennsylvania
$227K +$7.36K +327 +3%
GWSG
2225
GPS Wealth Strategies Group
Colorado
$226K -$7.92K -352 -3%
87 88
89
90 91