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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3151
Capital Advantage
California
$298K +$28.3K +94 +11%
BP
3152
BBR Partners
New York
$297K -$904 -3 -0.3%
DFP
3153
Defined Financial Planning
California
$296K -$9.04K -30 -3%
C
3154
Covestor
United Kingdom
$296K -$3.01K -10 -1%
AWA
3155
ARQ Wealth Advisors
Arizona
$296K – – –
DC
3156
Dorval Corp
Minnesota
$295K +$59.4K +197 +27%
RT
3157
Rockland Trust
Massachusetts
$295K +$280K +930 New
MPPLM
3158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$295K +$1.81K +6 +0.7%
MA
3159
MKT Advisors
California
$295K -$9.64K -32 -3%
CM
3160
Cornerstone Management
Georgia
$294K +$278K +924 New
JWM
3161
JPL Wealth Management
Colorado
$293K +$38.3K +127 +16%
SP
3162
SIH Partners
Delaware
$292K -$4M -13,267 -94%
TFP
3163
Tilia Fiduciary Partners
North Carolina
$291K +$276K +917 New
MAM
3164
Martingale Asset Management
Massachusetts
$291K +$603 +2 +0.2%
FF
3165
Foronjy Financial
California
$290K +$275K +914 New
SNB
3166
Security National Bank
Nebraska
$290K +$9.34K +31 +4%
FG
3167
Fairman Group
Pennsylvania
$289K -$170K -565 -38%
BTIM
3168
BancFirst Trust & Investment Management
Oklahoma
$289K – – –
CAM
3169
Costello Asset Management
Pennsylvania
$289K -$2.41K -8 -0.9%
BI
3170
Ballast Inc
Kentucky
$288K +$3.62K +12 +1%
CC
3171
Cypress Capital
Tennessee
$288K -$1.51K -5 -0.5%
BWP
3172
Barlow Wealth Partners
Kentucky
$288K – – –
MWM
3173
Mattern Wealth Management
Kansas
$287K +$6.33K +21 +2%
NC
3174
North Capital
Utah
$287K -$74.7K -248 -22%
WAM
3175
Winslow Asset Management
Ohio
$286K – – –
125 126
127
128 129