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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2926
Wealth Effects
Massachusetts
$1.11M +$6.1K +19 +0.6%
MF
2927
Manchester Financial
California
$1.1M -$278K -866 -21%
KWM
2928
KFG Wealth Management
Indiana
$1.1M +$54.3K +169 +6%
MCM
2929
Mainstream Capital Management
California
$1.1M -$38.8K -121 -4%
CCM
2930
Cloud Capital Management
Washington
$1.1M -$16.7K -52 -2%
KA
2931
Kearns & Associates
California
$1.1M – – –
LI
2932
LRI Investments
Florida
$1.1M +$19.6K +61 +0.2%
RSC
2933
Red Spruce Capital
Pennsylvania
$1.1M – – –
HG
2934
Harbor Group
New Hampshire
$1.1M -$49.1K -153 -5%
FPF
2935
First Pacific Financial
Washington
$1.09M -$155K -482 -13%
CCA
2936
Cypress Capital Advisors
Tennessee
$1.09M -$51.7K -161 -5%
KFAS
2937
Keating Financial Advisory Services
Kansas
$1.09M +$9.31K +29 +0.9%
RYIA
2938
Roehl & Yi Investment Advisors
Oregon
$1.09M -$18K -56 -0.1%
UIM
2939
Unified Investment Management
Georgia
$1.09M +$642 +2 +0.1%
KFA
2940
Kapstone Financial Advisors
Ohio
$1.09M +$5.78K +18 +0.6%
LWA
2941
Legacy Wealth Advisors
Florida
$1.09M +$138K +431 +16%
LWM
2942
Liberty Wealth Management
California
$1.09M – – –
ZCP
2943
Z3 Capital Partners
Virginia
$1.08M -$38.8K -121 -4%
IIC
2944
Integrated Investment Consultants
Michigan
$1.08M -$71.9K -224 -7%
OFO
2945
OneAscent Family Office
Alabama
$1.08M +$160K +499 +19%
OW
2946
Olistico Wealth
Oklahoma
$1.08M +$11.9K +37 +1%
KCM
2947
KRS Capital Management
Michigan
$1.08M -$6.1K -19 -0.6%
VP
2948
Verum Partners
North Carolina
$1.08M +$180K +560 +22%
BFC
2949
Bedel Financial Consulting
Indiana
$1.08M +$321 +1 +0%
TC
2950
Trilogy Capital
California
$1.07M -$135K -422 -12%
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