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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2826
New England Capital Financial Advisors
Connecticut
$154K +$37.9K +808 +29%
CFM
2827
Cornerstone Financial Management
Massachusetts
$151K +$9.71K +207 +6%
MFT
2828
Moisand Fitzgerald Tamayo
Florida
$150K – – –
BC
2829
Bayforest Capital
United Kingdom
$149K +$165K +3,526 New
CJ
2830
Caitlin John
Michigan
$149K -$6.47K -138 -4%
FW
2831
Fairway Wealth
Ohio
$148K -$13.4K -285 -8%
FFO
2832
Fortitude Family Office
Arizona
$148K -$14.9K -318 -8%
FMTCOCP
2833
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K -$23.5K -500 -13%
SMBT
2834
Southern Michigan Bank & Trust
Michigan
$146K – – –
GFA
2835
Gladwyn Financial Advisors
Virginia
$142K -$12K -256 -7%
JFA
2836
JNBA Financial Advisors
Minnesota
$142K +$12.3K +263 +9%
FA
2837
Fedenia Advisers
Wisconsin
$141K +$157K +3,341 New
PWMA
2838
Pension & Wealth Management Advisors
Massachusetts
$138K +$11.8K +251 +8%
BFPW
2839
BOK Financial Private Wealth
Colorado
$138K +$4.79K +102 +3%
RF
2840
Roxbury Financial
New Jersey
$138K -$3.66K -78 -2%
SEP
2841
Signature Equity Partners
Ohio
$136K -$3.52K -75 -2%
FDW
2842
Fourth Dimension Wealth
Ohio
$136K -$14.1K -300 -9%
GKIM
2843
GW&K Investment Management
Massachusetts
$135K +$1.78K +38 +1%
AP
2844
Aspect Partners
Virginia
$135K -$1.97K -42 -1%
ABWM
2845
Alpine Bank Wealth Management
Colorado
$134K +$148K +3,164 New
SNB
2846
Security National Bank
Nebraska
$133K – – –
OAJ
2847
Ogorek Anthony Joseph
New York
$131K +$7.41K +158 +5%
GP
2848
Guardian Partners
Canada
$131K +$145K +3,090 New
CIS
2849
Custom Index Systems
New York
$131K +$145K +3,087 New
VWA
2850
VSM Wealth Advisory
Maryland
$130K -$4.27K -91 -3%
112 113
114
115 116