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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
3151
Sustainable Insight Capital Management
New York
$423K -$34.7K -100 -10%
GWP
3152
Gen-Wealth Partners
Michigan
$423K +$310K +893 +1,514%
CFMC
3153
Curbstone Financial Management Corp
New Hampshire
$423K +$330K +952 New
AA
3154
Addison Advisors
Vermont
$423K -$10.8K -31 -3%
GIP
3155
Greatmark Investment Partners
Georgia
$422K – – –
CASB
3156
Cape Ann Savings Bank
Massachusetts
$422K -$22.5K -65 -6%
BWA
3157
BlueSky Wealth Advisors
North Carolina
$422K – – –
AWP
3158
Astra Wealth Partners
New Jersey
$421K +$43K +124 +15%
BF
3159
Bonfire Financial
Colorado
$420K +$328K +945 New
REMPR
3160
Roof Eidam Maycock Peralta (REMP)
California
$420K – – –
AAM
3161
American Asset Management
Florida
$420K +$52K +150 +19%
FSWA
3162
Financial Synergies Wealth Advisors
Texas
$419K -$151K -436 -32%
MCM
3163
Mengis Capital Management
Oregon
$419K – – –
DC
3164
Dorval Corp
Minnesota
$419K +$4.16K +12 +1%
C
3165
Covestor
United Kingdom
$418K +$2.08K +6 +0.6%
DA
3166
Drake & Associates
Wisconsin
$417K +$2.08K +6 +0.7%
CT
3167
Caldwell Trust
Florida
$417K -$377K -1,086 -54%
FNBOMD
3168
First National Bank of Mount Dora
Florida
$417K – – –
LWMI
3169
Legacy Wealth Management (Idaho)
Idaho
$417K -$74.6K -215 -19%
SF
3170
Slagle Financial
Illinois
$415K -$39.5K -114 -11%
MF
3171
Montis Financial
Massachusetts
$414K +$45.1K +130 +16%
AFIA
3172
America First Investment Advisors
Nebraska
$413K +$14.9K +43 +5%
VPP
3173
Vertex Planning Partners
Illinois
$412K +$87.8K +253 +38%
SRWM
3174
Shira Ridge Wealth Management
California
$412K -$16.3K -47 -5%
HR
3175
Hardy Reed
Mississippi
$412K +$321K +926 New
125 126
127
128 129