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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2651
Capital Advisors Wealth Management
Washington
$273K +$274K +5,246 New
NP
2652
NS Partners
United Kingdom
$272K -$32.4K -621 -11%
ACM
2653
AUA Capital Management
Pennsylvania
$272K – – –
PGA
2654
Portland Global Advisors
Maine
$272K – – –
FMP
2655
Financial Management Professionals
Texas
$272K +$2.82K +54 +1%
WAM
2656
Watershed Asset Management
California
$272K +$273K +5,239 New
PP
2657
Pacifica Partners
Canada
$271K +$64.3K +1,233 +31%
UL
2658
Unionview LLC
Washington
$271K +$272K +5,215 New
6F
2659
626 Financial
Michigan
$271K +$272K +5,218 New
AG
2660
AlphaSimPlex Group
Massachusetts
$270K -$317K -6,084 -54%
MAA
2661
Mraz Amerine & Associates
California
$270K – – –
SC
2662
Stephens Consulting
Michigan
$270K +$271K +5,190 New
CFO
2663
Collective Family Office
Pennsylvania
$269K -$86.6K -1,660 -24%
JF
2664
JSF Financial
California
$269K -$57.8K -1,107 -18%
I
2665
INVST
Indiana
$268K -$175K -3,346 -40%
HP
2666
HT Partners
Connecticut
$268K -$11.5K -220 -4%
LA
2667
LexAurum Advisors
Kansas
$268K -$4.17K -80 -2%
SA
2668
swisspartners Advisors
Switzerland
$268K – – –
SMF
2669
Sterling Manor Financial
New York
$268K +$1.98K +38 +0.7%
PP
2670
PrairieView Partners
Minnesota
$268K +$30.4K +582 +13%
FI
2671
Finivi Inc
Massachusetts
$267K +$268K +5,134 New
WLIM
2672
White Lighthouse Investment Management
Massachusetts
$266K -$5.79K -111 -2%
IF
2673
Integrity Financial
Wyoming
$266K +$267K +5,110 New
FWM
2674
Fairhaven Wealth Management
Illinois
$265K -$8.4K -161 -3%
LAS
2675
LWM Advisory Services
Florida
$265K +$266K +5,092 New
105 106
107
108 109