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Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
3126
Gill Capital Partners
Colorado
$247K -$65.7K -197 -17%
HOWA
3127
Heritage Oak Wealth Advisors
Florida
$247K +$24.3K +73 +8%
NC
3128
NewSquare Capital
Pennsylvania
$247K +$189K +567 +147%
BWA
3129
BlueChip Wealth Advisors
Georgia
$247K +$318K +954 New
EA
3130
Enclave Advisors
Texas
$247K +$1K +3 +0.3%
AWA
3131
Alaska Wealth Advisors
Alaska
$247K -$154K -462 -33%
FNBOMD
3132
First National Bank of Mount Dora
Florida
$247K +$26K +78 +9%
SFS
3133
Symphony Financial Services
Ohio
$247K +$106K +318 +50%
BBNB
3134
Baker Boyer National Bank
Washington
$246K -$658K -1,973 -67%
KWA
3135
Kondo Wealth Advisors
California
$246K +$48K +144 +18%
C
3136
Covestor
United Kingdom
$245K -$49K -147 -13%
MF
3137
Montis Financial
Massachusetts
$245K -$63.7K -191 -17%
HP
3138
HT Partners
Connecticut
$245K -$2.67K -8 -0.8%
COCM
3139
Charter Oak Capital Management
New Hampshire
$245K +$11K +33 +4%
CSIA
3140
Conrad Siegel Investment Advisors
Pennsylvania
$244K – – –
MCM
3141
Mengis Capital Management
Oregon
$244K +$75K +225 +31%
IFA
3142
Independence Financial Advisors
New Hampshire
$244K +$314K +941 New
LFGO
3143
Legacy Financial Group (Oklahoma)
Oklahoma
$244K -$5.67K -17 -2%
BF
3144
Brooklyn FI
New York
$244K +$27.7K +83 +10%
BP
3145
BBR Partners
New York
$243K -$5.67K -17 -2%
RGC
3146
Roberts, Glore & Co
Illinois
$243K -$6.67K -20 -2%
HHWM
3147
Hiley Hunt Wealth Management
Nebraska
$243K +$301K +904 New
CS
3148
Capital Square
Tennessee
$243K +$18.7K +56 +6%
BWA
3149
BlueSky Wealth Advisors
North Carolina
$242K +$110K +329 +55%
WFS
3150
WealthGarden F.S.
California
$241K -$60K -180 -16%
124 125
126
127 128