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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
2926
Stewart & Patten Company
California
$591K -$123K -500 -18%
BBW
2927
Blue Barn Wealth
Utah
$591K +$87.7K +356 +19%
SAI
2928
Savvy Advisors Inc
New York
$591K +$560K +2,270 New
GSIS
2929
Global Strategic Investment Solutions
Arizona
$590K -$4.19K -17 -0.7%
DA
2930
Drake & Associates
Wisconsin
$590K +$12.1K +49 +2%
CFD
2931
Creative Financial Designs
Indiana
$589K +$52.3K +212 +10%
SWM
2932
Stockman Wealth Management
Montana
$589K -$11.3K -46 -2%
CG
2933
Clarus Group
Texas
$588K -$50.3K -204 -8%
MPCG
2934
Matrix Private Capital Group
New York
$588K -$1.97K -8 -0.4%
EBA
2935
Eagle Bay Advisors
New York
$587K -$94.6K -384 -15%
SFWA
2936
Summit Financial Wealth Advisors
Louisiana
$586K – – –
PWA
2937
Physician Wealth Advisors
Utah
$585K +$11.3K +46 +2%
TWM
2938
Trueblood Wealth Management
Ohio
$584K +$553K +2,243 New
NJBEST
2939
New Jersey Better Educational Savings Trust
New Jersey
$583K – – –
TA
2940
TrueWealth Advisors
Alabama
$582K +$119K +484 +28%
CSB
2941
City State Bank
Iowa
$582K -$7.89K -32 -1%
VAF
2942
Values Added Financial
District of Columbia
$581K -$56.4K -229 -9%
SIM
2943
SSI Investment Management
California
$581K -$1.48K -6 -0.3%
SC
2944
Sonen Capital
California
$581K – – –
MAWA
2945
Moss Adams Wealth Advisors
Washington
$580K +$28.3K +115 +5%
JWA
2946
JFS Wealth Advisors
Pennsylvania
$580K +$26.6K +108 +5%
AA
2947
Apriem Advisors
California
$579K -$9.12K -37 -2%
CCP
2948
Cassia Capital Partners
North Carolina
$579K +$27.1K +110 +5%
BBNB
2949
Baker Boyer National Bank
Washington
$576K +$33.8K +137 +7%
LAM
2950
Lewis Asset Management
California
$575K +$545K +2,210 New
116 117
118
119 120