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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
3476
One Plus One Wealth Management
Florida
$471K -$28.4K -82 -6%
WWC
3477
Waypoint Wealth Counsel
Georgia
$471K -$26.6K -77 -5%
EPW
3478
Endeavor Private Wealth
Kansas
$467K +$23.5K +68 +5%
SC
3479
Saturna Capital
Washington
$467K – – –
GT
3480
GreatBanc Trust
Illinois
$467K +$474K +1,369 New
WA
3481
WESPAC Advisors
California
$467K -$8.65K -25 -2%
TCM
3482
Traub Capital Management
Massachusetts
$467K -$17.7K -51 -4%
PVAMC
3483
PPS&V Asset Management Consultants
Michigan
$467K -$346 -1 -0.1%
BF
3484
Brogan Financial
Tennessee
$467K -$6.23K -18 -1%
AWMG
3485
Alliance Wealth Management Group
New Jersey
$466K +$243K +701 +105%
AWA
3486
Amplius Wealth Advisors
Pennsylvania
$466K -$539K -1,558 -53%
MSCM
3487
McElhenny Sheffield Capital Management
Texas
$466K -$340K -981 -42%
SL
3488
Salomon & Ludwin
Virginia
$465K +$162K +468 +54%
SAM
3489
Smithbridge Asset Management
Pennsylvania
$465K -$51.2K -148 -10%
EFG
3490
Embree Financial Group
Illinois
$465K +$51.6K +149 +12%
SGWM
3491
Sterling Group Wealth Management
California
$465K – – –
CGA
3492
Crescent Grove Advisors
Illinois
$464K -$8.31K -24 -2%
T
3493
Tableaux
Massachusetts
$464K +$235K +679 +100%
BBNB
3494
Baker Boyer National Bank
Washington
$463K +$37K +107 +9%
HA
3495
Helium Advisors
Washington
$463K -$2.38M -6,871 -84%
FBFS
3496
First Business Financial Services
Wisconsin
$462K – – –
FC
3497
Financial Council
Maryland
$462K +$6.92K +20 +2%
OF
3498
Optimize Financial
California
$462K +$99.7K +288 +27%
AIP
3499
Almanack Investment Partners
Pennsylvania
$462K +$148K +428 +46%
WCP
3500
Wealthcare Capital Partners
Pennsylvania
$460K +$1.73K +5 +0.4%
138 139
140
141 142