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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2876
Cassia Capital Partners
North Carolina
$486K +$10.6K +44 +2%
MAWA
2877
Moss Adams Wealth Advisors
Washington
$486K +$274K +1,140 +117%
SFA
2878
Source Financial Advisors
New York
$484K +$8.65K +36 +2%
CWA
2879
CM Wealth Advisors
Ohio
$484K -$936K -3,892 -67%
AFAS
2880
Acorn Financial Advisory Services
Virginia
$484K +$2.64K +11 +0.5%
CFO
2881
Collective Family Office
Pennsylvania
$483K -$8.41K -35 -2%
CWM
2882
Chesapeake Wealth Management
Virginia
$480K -$1.2K -5 -0.2%
OFW
2883
Omnia Family Wealth
Florida
$479K – – –
QCIG
2884
Quad-Cities Investment Group
Iowa
$478K -$20.4K -85 -4%
MAC
2885
Mason & Associates (California)
California
$478K +$162K +673 +48%
BBNB
2886
Baker Boyer National Bank
Washington
$477K +$499K +2,074 New
SAM
2887
Smithbridge Asset Management
Pennsylvania
$477K +$721 +3 +0.1%
YIH
2888
Y-Intercept (HK)
Hong Kong
$475K -$3.04M -12,655 -86%
JEST
2889
JTC Employer Solutions Trustee
Jersey
$475K – – –
BHIA
2890
Birch Hill Investment Advisors
Massachusetts
$475K +$111K +460 +29%
MMHP
2891
Murphy Middleton Hinkle & Parker
Georgia
$474K -$236K -980 -32%
VC
2892
Veery Capital
Delaware
$474K -$9.37K -39 -2%
RCG
2893
Rock Creek Group
District of Columbia
$473K -$202K -840 -29%
FCIM
2894
Fairview Capital Investment Management
California
$473K -$481 -2 -0.1%
AA
2895
Advisory Alpha
Michigan
$472K -$223K -926 -31%
SFG
2896
Sunburst Financial Group
Alabama
$472K +$20.4K +85 +4%
CFD
2897
Creative Financial Designs
Indiana
$471K +$240 +1 +0%
SPW
2898
Sonoma Private Wealth
California
$471K +$32K +133 +7%
JDR
2899
Jay D. Rosenbaum
$470K +$63.9K +266 +15%
SCA
2900
St. Clair Advisors
Ohio
$469K +$118K +489 +32%
114 115
116
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