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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2926
Brio Consultants
California
$1.01M +$13.2K +38 +1%
KL
2927
KilterHowling LLC
Colorado
$1.01M +$44.6K +129 +5%
IRP
2928
Investment Research Partners
Pennsylvania
$1.01M +$1.02M +2,952 New
CPW
2929
Crestmont Private Wealth
Texas
$1M +$51.2K +148 +5%
WA
2930
Wealth Architects
California
$1M -$6.92K -20 -0.7%
ASBI
2931
American State Bank (Iowa)
Iowa
$1,000K +$26K +75 +3%
S
2932
Sunpointe
Missouri
$994K -$49.5K -143 -5%
AF
2933
Atala Financial
California
$991K – – –
FCA
2934
FLC Capital Advisors
California
$991K +$1.04K +3 +0.1%
WPA
2935
West Paces Advisors
Georgia
$989K -$36K -104 -3%
MWA
2936
Midland Wealth Advisors
Illinois
$987K -$3.46K -10 -0.3%
GAM
2937
Gemmer Asset Management
California
$986K +$11.8K +34 +1%
SIC
2938
Samalin Investment Counsel
New York
$986K -$11.4K -33 -1%
MC
2939
Mayar Capital
United Kingdom
$983K – – –
HWMO
2940
Heritage Wealth Management (Ohio)
Ohio
$982K -$692 -2 -0.1%
PHAM
2941
Palisades Hudson Asset Management
Florida
$981K – – –
WFA
2942
Wellspring Financial Advisors
Ohio
$979K -$264K -762 -21%
YWM
2943
Yukon Wealth Management
Kansas
$976K -$20.1K -58 -2%
LRIA
2944
Leonard Rickey Investment Advisors
Washington
$975K +$18K +52 +2%
BWM
2945
Blossom Wealth Management
California
$972K – – –
NFG
2946
Nadler Financial Group
Illinois
$970K +$104K +300 +12%
SWA
2947
SOA Wealth Advisors
New York
$970K +$21.5K +62 +0.3%
FI
2948
Finivi Inc
Massachusetts
$970K +$4.15K +12 +0.4%
KFS
2949
Kaizen Financial Strategies
California
$970K +$4.5K +13 +0.5%
SF
2950
Seek First
California
$969K -$3.81K -11 -0.4%
116 117
118
119 120