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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3501
Sollinda Capital Management
Florida
$490K – – –
LJHT
3502
Laurie J. Hall Trustee
$490K – – –
PFSC
3503
Peoples Financial Services Corp
Pennsylvania
$490K -$13.8K -43 -3%
CFP
3504
Cascade Financial Partners
California
$490K – – –
PIWA
3505
Prevail Innovative Wealth Advisors
Kansas
$488K -$21.5K -67 -4%
SF
3506
Sun Financial
Utah
$487K -$31.5K -98 -6%
G
3507
GenTrust
Florida
$487K +$127K +394 +32%
CWA
3508
Centennial Wealth Advisory
Michigan
$487K -$52.1K -162 -9%
CCA
3509
Carrera Capital Advisors
Michigan
$485K -$129K -400 -20%
APM
3510
a16z Perennial Management
California
$484K – – –
AWA
3511
ARQ Wealth Advisors
Arizona
$484K +$515K +1,601 New
AW
3512
Avion Wealth
Texas
$483K +$7.72K +24 +2%
OIA
3513
Oakmont Investment Advisors
Pennsylvania
$482K -$16.1K -50 -3%
EBA
3514
Eagle Bay Advisors
New York
$482K -$16.1K -50 -3%
LWM
3515
Lakeridge Wealth Management
Ohio
$482K -$15.1K -47 -3%
LWM
3516
LeConte Wealth Management
Tennessee
$482K -$41.8K -130 -8%
EP
3517
Edgestream Partners
New Jersey
$481K -$2.16M -6,708 -81%
ACC
3518
Acorn Creek Capital
Colorado
$479K +$3.86K +12 +0.8%
CFGA
3519
Cambridge Financial Group (Arizona)
Arizona
$479K +$26K +81 +5%
IMC
3520
Investment Management Corporation
Virginia
$478K +$10.9K +34 +2%
SCA
3521
Sippican Capital Advisors
Massachusetts
$478K – – –
SL
3522
StoryOne LLC
Kansas
$478K – – –
GFPC
3523
Global Financial Private Client
Florida
$477K +$1.29K +4 +0.3%
SIM
3524
Studio Investment Management
Illinois
$477K +$4.5K +14 +0.9%
T
3525
TrustBank
Illinois
$476K +$117K +364 +30%
139 140
141
142 143