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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1826
Founders Financial Alliance
North Carolina
$2.06M +$115K +289 +6%
MWA
1827
Motive Wealth Advisors
Michigan
$2.06M +$65.6K +165 +3%
ATC
1828
Adirondack Trust Company
New York
$2.06M +$53.7K +135 +3%
IA
1829
IFC Advisors
California
$2.05M +$12.7K +32 +0.7%
GA
1830
Greenspring Advisors
Maryland
$2.05M +$183K +459 +10%
PCM
1831
Prelude Capital Management
New York
$2.04M +$931K +2,340 +93%
MWA
1832
Martel Wealth Advisors
Washington
$2.04M – – –
WWM
1833
Walser Wealth Management
Florida
$2.04M -$24.3K -61 -1%
AWS
1834
Arkfeld Wealth Strategies
Nebraska
$2.04M +$128K +321 +7%
FOA
1835
Five Oceans Advisors
California
$2.03M +$398 +1 +0%
FA
1836
Faithward Advisors
Pennsylvania
$2.03M -$3.77M -9,472 -66%
GRR
1837
Golden Reserve Retirement
Ohio
$2.03M +$924K +2,323 +93%
BBA
1838
BLB&B Advisors
Pennsylvania
$2.03M +$72K +181 +4%
MCA
1839
Magnolia Capital Advisors
Mississippi
$2.03M -$13.5K -34 -0.7%
EI
1840
Ellevest Inc
New York
$2.02M +$109K +275 +6%
KFAS
1841
Keating Financial Advisory Services
Kansas
$2.02M +$142K +358 +8%
BHC
1842
Bull Harbor Capital
Maryland
$2.02M +$380K +956 +25%
GH
1843
GAM Holding
Switzerland
$2.02M – – –
SRL
1844
Scientech Research LLC
New Jersey
$2.02M +$1.91M +4,794 New
JTWM
1845
Jackson Thornton Wealth Management
Alabama
$2.01M +$571K +1,436 +43%
FPL
1846
Fortress Private Ledger
North Carolina
$2.01M -$56.9K -143 -3%
DWA
1847
Delap Wealth Advisory
Oregon
$2.01M – – –
VFM
1848
Vision Financial Markets
Connecticut
$2M – – –
PJSIMP
1849
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M -$9.54K -24 -0.5%
IFA
1850
Index Fund Advisors
California
$2M +$1.19K +3 +0.1%
72 73
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