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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1851
Adams Wealth Management
Utah
$859K +$375K +1,646 +101%
CI
1852
CacheTech Inc
Utah
$859K +$375K +1,646 +101%
WFA
1853
Wellspring Financial Advisors
Ohio
$858K +$2.13M +9,353 +334%
LAM
1854
Lewis Asset Management
California
$858K +$5.93K +26 +0.8%
MA
1855
MCF Advisors
Kentucky
$857K +$2.28K +10 +0.3%
RWM
1856
RBA Wealth Management
California
$856K +$23.5K +103 +3%
WPC
1857
White Pine Capital
Minnesota
$852K +$17.1K +75 +2%
TCOT
1858
Trust Company of Toledo
Ohio
$850K -$28.3K -124 -4%
RWI
1859
Red Wave Investments
Pennsylvania
$847K +$2.28K +10 +0.3%
AWP
1860
Abacus Wealth Partners
California
$847K +$38.1K +167 +5%
CP
1861
Castleview Partners
Texas
$839K +$291K +1,277 +66%
TIA
1862
Traphagen Investment Advisors
New Jersey
$838K +$7.07K +31 +1%
OL
1863
Optas LLC
Texas
$837K +$117K +511 +19%
KNW
1864
Kesler Norman & Wride
Utah
$837K -$548K -2,403 -43%
BWP
1865
BSW Wealth Partners
Colorado
$837K -$1.14K -5 -0.2%
CAM
1866
Concorde Asset Management
Michigan
$835K +$15.3K +67 +2%
FC
1867
Family CFO
California
$835K – – –
BWM
1868
Baron Wealth Management
Michigan
$834K +$37.4K +164 +5%
AW
1869
Avion Wealth
Texas
$833K -$122K -536 -14%
IWM
1870
Integris Wealth Management
California
$832K -$202K -884 -22%
SWM
1871
SK Wealth Management
Rhode Island
$831K +$439K +1,926 New
ABC
1872
Associated Banc-Corp
Wisconsin
$830K +$2.28K +10 +0.3%
EAM
1873
Empirical Asset Management
Massachusetts
$829K -$117K -511 -14%
MWA
1874
Motive Wealth Advisors
Michigan
$829K – – –
CTA
1875
Chesley Taft & Associates
Illinois
$829K – – –
73 74
75
76 77