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Name Holding Trade Value Shares
Change 		Change in
Stake
NLWP
3626
Next Level Wealth Planning
Idaho
$409K +$3.49K +10 +0.9%
AAM
3627
Austin Asset Management
Texas
$409K -$45K -129 -10%
IAP
3628
Indie Asset Partners
Indiana
$409K -$31K -89 -7%
CB
3629
Centennial Bank
Arkansas
$408K -$15.7K -45 -4%
MLFP
3630
MPS Loria Financial Planners
Illinois
$408K +$697 +2 +0.2%
BRWM
3631
Blue Rock Wealth Management
North Carolina
$407K -$7.32K -21 -2%
PPH
3632
Pure Portfolios Holdings
Oregon
$406K -$8.71K -25 -2%
AF
3633
Abound Financial
California
$406K -$4.53K -13 -1%
FWM
3634
Focused Wealth Management
New York
$405K +$349 +1 +0.1%
NWWA
3635
New Wave Wealth Advisors
Arkansas
$405K +$13.2K +38 +3%
CFO
3636
Custos Family Office
Texas
$405K +$84K +241 +27%
VEA
3637
Virtus ETF Advisers
New York
$404K -$11.2K -32 -3%
CA
3638
CGN Advisors
Kansas
$404K +$11.5K +33 +3%
NIA
3639
NIA Impact Advisors
California
$403K -$57.2K -164 -13%
WAN
3640
Wealth Advisors Northwest
Oregon
$403K +$26.8K +77 +7%
WA
3641
WealthTrust Axiom
Pennsylvania
$403K – – –
B
3642
Bellecapital
Switzerland
$403K -$232K -665 -37%
MM
3643
MQS Management
New York
$403K +$395K +1,134 New
MAA
3644
Matrix Asset Advisors
New York
$402K +$57.2K +164 +17%
AWP
3645
Abacus Wealth Partners
California
$402K -$113K -323 -22%
HI
3646
Harrington Investments
California
$401K -$17.4K -50 -4%
GWA
3647
Geometric Wealth Advisors
District of Columbia
$401K +$6.97K +20 +2%
NI
3648
NDVR Inc
Massachusetts
$401K +$62K +178 +19%
PBO
3649
Peoples Bank (Ohio)
Ohio
$399K -$30.3K -87 -7%
PSF
3650
Pacific Sun Financial
California
$398K -$3.49K -10 -0.9%
144 145
146
147 148