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Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
3276
NIA Impact Advisors
California
$367K -$65.5K -239 -15%
MIM
3277
Martin Investment Management
Florida
$367K – – –
WW
3278
Westshore Wealth
California
$367K +$274 +1 +0.1%
DWG
3279
Darden Wealth Group
Michigan
$365K – – –
WMWM
3280
Whitaker-Myers Wealth Managers
Ohio
$364K +$54.3K +198 +17%
BCMLT
3281
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K +$24.7K +90 +7%
AWP
3282
Abacus Wealth Partners
California
$363K +$2.74K +10 +0.7%
III
3283
Independent Investors Inc
New York
$362K – – –
IF
3284
Integrity Financial
Wyoming
$362K -$3.56K -13 -0.9%
AWM
3285
Aberdeen Wealth Management
Illinois
$361K – – –
HP
3286
HT Partners
Connecticut
$361K -$32.6K -119 -8%
WFA
3287
WestHill Financial Advisors
California
$360K +$274 +1 +0.1%
AWM
3288
Accel Wealth Management
Iowa
$360K +$129K +471 +52%
CWM
3289
Cherrydale Wealth Management
New Jersey
$360K -$3.29K -12 -0.9%
EWA
3290
ERTS Wealth Advisors
Michigan
$359K – – –
FA
3291
Fortis Advisors
Pennsylvania
$359K – – –
TFF
3292
The Family Firm
Maryland
$359K +$12.9K +47 +4%
RFP
3293
Root Financial Partners
California
$359K +$98.1K +358 +36%
FC
3294
Fusion Capital
South Carolina
$357K -$5.48K -20 -1%
AIP
3295
Almanack Investment Partners
Pennsylvania
$357K -$32.6K -119 -8%
SA
3296
Skyline Advisors
Washington
$356K +$274 +1 +0.1%
SICM
3297
Sustainable Insight Capital Management
New York
$356K +$27.4K +100 +8%
PP
3298
PrairieView Partners
Minnesota
$356K +$120K +437 +48%
GWP
3299
Gateway Wealth Partners
Wisconsin
$355K -$8.77K -32 -2%
OCM
3300
Orser Capital Management
Texas
$355K – – –
130 131
132
133 134