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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2376
Wealth Architects
California
$261K +$17.3K +647 +8%
LAM
2377
Lifestyle Asset Management
Texas
$261K -$40.6K -1,518 -14%
WF
2378
Wayfinding Financial
Washington
$260K +$240K +8,972 New
ABWM
2379
Alpine Bank Wealth Management
Colorado
$260K -$3.87K -145 -2%
PJSIMP
2380
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K +$239K +8,965 New
SFS
2381
Security Financial Services
Indiana
$260K +$239K +8,952 New
DPW
2382
DiNuzzo Private Wealth
Pennsylvania
$259K – – –
SRWM
2383
Shira Ridge Wealth Management
California
$259K +$908 +34 +0.4%
PS
2384
Planned Solutions
California
$258K -$7.69K -288 -3%
CA
2385
Cullinan Associates
Kentucky
$258K -$100K -3,755 -30%
CPCM
2386
Cardinal Point Capital Management
Ontario, Canada
$257K -$48.1K -1,800 -17%
CPBTD
2387
Central Pacific Bank - Trust Division
Hawaii
$257K +$74.8K +2,800 +46%
SDAM
2388
Shulman DeMeo Asset Management
New York
$257K -$15.8K -591 -6%
PWC
2389
Pathfinder Wealth Consulting
North Carolina
$257K +$5.96K +223 +3%
VCWM
2390
Vista Cima Wealth Management
Arizona
$256K +$236K +8,843 New
WWA
2391
Wingate Wealth Advisors
Massachusetts
$255K +$235K +8,804 New
CL
2392
CPWA LLC
Oregon
$255K +$274K +10,262 New
SC
2393
Sepio Capital
Utah
$255K -$11.1K -417 -5%
CWM
2394
Cedar Wealth Management
California
$254K -$78.3K -2,931 -25%
ACM
2395
Ashford Capital Management
Delaware
$254K – – –
WCM
2396
Warburton Capital Management
Oklahoma
$254K +$19.8K +741 +8%
NCM
2397
Northside Capital Management
Oregon
$254K +$27 +1 +0%
KDA
2398
Kraft Davis & Associates
Missouri
$254K +$267 +10 +0.1%
FFA
2399
Fi3 Financial Advisors
Indiana
$253K -$55.2K -2,065 -19%
FDDB
2400
Fidelity D&D Bancorp
Pennsylvania
$253K -$5.56K -208 -2%
94 95
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