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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2651
Encompass Wealth Advisors
Oregon
$919K +$4.68K +19 +0.5%
BL
2652
BFSG LLC
California
$919K +$870K +3,528 New
DBRC
2653
D.B. Root & Company
Pennsylvania
$915K -$148K -599 -15%
MTWM
2654
Masso Torrence Wealth Management
New Jersey
$914K +$64.3K +261 +8%
PK
2655
Pflug Koory
Nebraska
$913K +$13.3K +54 +2%
WF
2656
WoodTrust Financial
Wisconsin
$911K +$739 +3 +0.1%
CD
2657
Chapin Davis
Maryland
$910K +$49.5K +201 +6%
OW
2658
Olistico Wealth
Oklahoma
$909K +$739 +3 +0.1%
PFG
2659
PAX Financial Group
Texas
$909K -$48.6K -197 -6%
SRC
2660
Sage Rhino Capital
California
$907K -$2.96K -12 -0.3%
TCM
2661
Tufton Capital Management
Maryland
$907K -$56.7K -230 -6%
OIA
2662
Optimum Investment Advisors
Illinois
$905K -$24.6K -100 -3%
JFA
2663
JNBA Financial Advisors
Minnesota
$905K -$2.46K -10 -0.3%
AP
2664
Adero Partners
California
$904K +$246 +1 +0%
SAM
2665
Sycomore Asset Management
France
$902K +$660K +2,678 +332%
JF
2666
JSF Financial
California
$900K -$3.2K -13 -0.4%
3F
2667
360 Financial
Minnesota
$898K +$77.1K +313 +10%
FFA
2668
Fi3 Financial Advisors
Indiana
$897K -$115K -468 -12%
CHJWM
2669
Carlton Hofferkamp & Jenks Wealth Management
Texas
$896K -$24.6K -100 -3%
AWS
2670
Aspen Wealth Strategies
Colorado
$893K +$7.89K +32 +0.9%
IIM
2671
Ironwood Investment Management
Massachusetts
$891K +$21K +85 +3%
GWA
2672
GGM Wealth Advisors
Maryland
$891K -$49.5K -201 -6%
SFS
2673
Sharp Financial Services
Pennsylvania
$889K +$842K +3,416 New
HWM
2674
Howard Wealth Management
Connecticut
$880K -$1.23K -5 -0.1%
WA
2675
Wealth Architects
California
$880K -$10.8K -44 -1%
105 106
107
108 109