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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1751
TrueWealth Advisors
Alabama
$918K -$32.6K -137 -4%
B
1752
BetterWealth
California
$918K – – –
EWM
1753
Evermay Wealth Management
Virginia
$917K +$160K +674 +22%
OAC
1754
OMERS Administration Corp
Ontario, Canada
$916K – – –
KA
1755
Kozak & Associates
Colorado
$916K -$2.03M -8,531 -67%
CICI
1756
Capital Investment Counsel Inc
North Carolina
$915K +$133K +560 +18%
EE
1757
EWG Elevate
California
$914K -$7.61K -32 -0.9%
MAG
1758
MRA Advisory Group
New Jersey
$913K -$277K -1,164 -24%
HCM
1759
Howland Capital Management
Massachusetts
$912K -$38.5K -162 -4%
HW
1760
Hamilton Wealth
California
$911K +$300K +1,263 +53%
FAN
1761
Financial Advisors Network
California
$908K +$1.43K +6 +0.2%
FWM
1762
Finer Wealth Management
Massachusetts
$908K +$6.89K +29 +0.8%
KFI
1763
Key Financial Inc
Pennsylvania
$907K +$438K +1,845 +102%
BA
1764
Bellwether Advisors
Nebraska
$906K -$1.34M -5,628 -61%
CBA
1765
Coastal Bridge Advisors
Connecticut
$906K +$69.2K +291 +9%
NL
1766
NDWM LLC
California
$906K +$866K +3,645 New
FMII
1767
Farmers & Merchants Investments Inc
Nebraska
$905K -$4.75K -20 -0.5%
SFO
1768
Stokes Family Office
Louisiana
$904K -$503K -2,117 -37%
OGF
1769
Orin Green Financial
California
$903K – – –
LW
1770
Linscomb Wealth
Texas
$902K -$63K -265 -7%
OL
1771
Owen LaRue
Kentucky
$900K +$28.5K +120 +3%
EL
1772
EMFO LLC
Florida
$899K – – –
SWS
1773
SYSTM Wealth Solutions
Illinois
$899K +$77.5K +326 +10%
CW
1774
CIC Wealth
Maryland
$897K +$7.13K +30 +0.8%
RWPA
1775
Richard W. Paul & Associates
Michigan
$896K -$6.18K -26 -0.7%
69 70
71
72 73