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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
3326
W.H. Cornerstone Investments
Massachusetts
$405K -$65.5K -159 -13%
UCB
3327
United Community Bank
South Carolina
$405K +$2.06K +5 +0.5%
AWA
3328
Amplius Wealth Advisors
Pennsylvania
$405K +$37.1K +90 +9%
CAM
3329
Cobblestone Asset Management
Virginia
$404K – – –
IA
3330
Invested Advisors
Pennsylvania
$403K -$20.6K -50 -4%
ACA
3331
Atlas Capital Advisors
Wyoming
$403K +$55.6K +135 +14%
CFA
3332
Collaborative Fund Advisors
Nevada
$403K +$447K +1,084 New
SAFS
3333
S&A Financial Services
Kansas
$403K +$447K +1,084 New
ZAM
3334
Zevin Asset Management
Massachusetts
$403K -$14.4K -35 -3%
BFS
3335
Burkett Financial Services
South Carolina
$403K – – –
LA
3336
Lynch & Associates
Indiana
$402K +$68.8K +167 +18%
CS
3337
Cannell & Spears
New York
$401K -$68.8K -167 -13%
HFM
3338
Hartford Financial Management
Connecticut
$401K +$4.94K +12 +1%
HFA
3339
Highland Financial Advisors
New Jersey
$401K +$11.5K +28 +3%
TFM
3340
TFC Financial Management
Massachusetts
$400K -$28.4K -69 -6%
FA
3341
FF Advisors
California
$399K +$4.94K +12 +1%
JEST
3342
JTC Employer Solutions Trustee
Jersey
$399K +$97.6K +237 +28%
EAM
3343
Everstar Asset Management
North Carolina
$398K -$824 -2 -0.2%
GWS
3344
Greykasell Wealth Strategies
California
$397K – – –
UWM
3345
USAdvisors Wealth Management
Minnesota
$396K +$17.3K +42 +4%
FAC
3346
Financial Advisory Corporation
Michigan
$396K -$1.24K -3 -0.3%
LC
3347
Lavaca Capital
Texas
$396K +$20.6K +50 +5%
KPWG
3348
KFA Private Wealth Group
Virginia
$395K – – –
NL
3349
Navalign LLC
California
$393K -$19.4K -47 -4%
CAP
3350
Cordoba Advisory Partners
New York
$392K – – –
132 133
134
135 136