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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
3151
Painted Porch Advisors
California
$425K +$148K +426 +80%
KHC
3152
Koesten Hirschmann & Crabtree
Kansas
$424K +$24.6K +71 +8%
KW
3153
KWB Wealth
California
$423K -$16.6K -48 -3%
SICM
3154
Sustainable Insight Capital Management
New York
$423K -$34.7K -100 -10%
GWP
3155
Gen-Wealth Partners
Michigan
$423K +$310K +893 +1,514%
CFMC
3156
Curbstone Financial Management Corp
New Hampshire
$423K +$330K +952 New
AA
3157
Addison Advisors
Vermont
$423K -$10.8K -31 -3%
GIP
3158
Greatmark Investment Partners
Georgia
$422K – – –
CASB
3159
Cape Ann Savings Bank
Massachusetts
$422K -$22.5K -65 -6%
BWA
3160
BlueSky Wealth Advisors
North Carolina
$422K – – –
AWP
3161
Astra Wealth Partners
New Jersey
$421K +$43K +124 +15%
BF
3162
Bonfire Financial
Colorado
$420K +$328K +945 New
REMPR
3163
Roof Eidam Maycock Peralta (REMP)
California
$420K – – –
AAM
3164
American Asset Management
Florida
$420K +$52K +150 +19%
FSWA
3165
Financial Synergies Wealth Advisors
Texas
$419K -$151K -436 -32%
MCM
3166
Mengis Capital Management
Oregon
$419K – – –
DC
3167
Dorval Corp
Minnesota
$419K +$4.16K +12 +1%
C
3168
Covestor
United Kingdom
$418K +$2.08K +6 +0.6%
DA
3169
Drake & Associates
Wisconsin
$417K +$2.08K +6 +0.7%
CT
3170
Caldwell Trust
Florida
$417K -$377K -1,086 -54%
FNBOMD
3171
First National Bank of Mount Dora
Florida
$417K – – –
LWMI
3172
Legacy Wealth Management (Idaho)
Idaho
$417K -$74.6K -215 -19%
SF
3173
Slagle Financial
Illinois
$415K -$39.5K -114 -11%
MF
3174
Montis Financial
Massachusetts
$414K +$45.1K +130 +16%
AFIA
3175
America First Investment Advisors
Nebraska
$413K +$14.9K +43 +5%
125 126
127
128 129