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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2626
Seed Wealth Management
Illinois
$201K +$192K +5,103 New
WLIM
2627
White Lighthouse Investment Management
Massachusetts
$201K +$192K +5,100 New
AFC
2628
AFT Forsyth & Company
Florida
$200K +$192K +5,083 New
KCM
2629
Kendall Capital Management
Maryland
$200K -$13.2K -351 -6%
APC
2630
Aspire Private Capital
North Carolina
$198K -$443K -11,754 -70%
MTIC
2631
Missouri Trust & Investment Company
Missouri
$197K -$18.8K -500 -9%
CM
2632
Cercano Management
Washington
$197K +$188K +5,000 New
HI
2633
Hoey Investments
Pennsylvania
$195K -$5.65K -150 -3%
AWM
2634
Activest Wealth Management
Florida
$194K -$43.5K -1,155 -19%
TFM
2635
TFC Financial Management
Massachusetts
$193K -$11.8K -314 -6%
BBPWM
2636
Blue Bell Private Wealth Management
Pennsylvania
$191K -$17.8K -473 -9%
GGI
2637
Godsey & Gibb Inc
Virginia
$190K +$182K +4,818 New
CPG
2638
Cornerstone Planning Group
New Jersey
$189K +$178K +4,728 New
TLCM
2639
Twin Lakes Capital Management
California
$189K -$39.3K -1,044 -18%
PFC
2640
Phocas Financial Corp
California
$189K +$181K +4,797 New
BCM
2641
Blume Capital Management
California
$187K -$77.2K -2,050 -30%
CFO
2642
CVA Family Office
Colorado
$185K -$41.8K -1,109 -19%
NIC
2643
Northwest Investment Counselors
Oregon
$183K +$15.1K +400 +9%
PP
2644
PrairieView Partners
Minnesota
$183K -$22.2K -589 -11%
FIM
2645
FWL Investment Management
Texas
$182K +$174K +4,631 New
ACM
2646
AUA Capital Management
Pennsylvania
$182K – – –
ACM
2647
Antonetti Capital Management
Florida
$180K -$11.3K -300 -6%
JFA
2648
JNBA Financial Advisors
Minnesota
$180K -$29.8K -790 -15%
UAML
2649
US Asset Management LLC
Pennsylvania
$179K +$172K +4,553 New
BHWM
2650
Beaird Harris Wealth Management
Texas
$179K -$11.2K -297 -6%
104 105
106
107 108