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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2051
Empirical Wealth Management
Washington
$328K -$156K -4,619 -31%
PAM
2052
Peak Asset Management
Colorado
$328K +$78.3K +2,318 +30%
TWM
2053
TriaGen Wealth Management
California
$327K -$7.43K -220 -2%
MLFP
2054
MPS Loria Financial Planners
Illinois
$327K -$13K -386 -4%
BCM
2055
Blume Capital Management
California
$326K +$51K +1,510 +18%
SL
2056
Sentry LLC
Tennessee
$326K +$33.8K +1,000 +11%
KWM
2057
Kolinsky Wealth Management
New Jersey
$326K -$40.6K -1,203 -11%
AOI
2058
Auto-Owners Insurance
Michigan
$325K – – –
CG
2059
CFO4Life Group
Texas
$325K +$102K +3,013 +43%
RCI
2060
RS Crum Inc
California
$325K -$2.16K -64 -0.6%
EP
2061
Edgestream Partners
New Jersey
$324K -$441K -13,061 -57%
D
2062
Diversified
Delaware
$324K +$7.6K +225 +2%
BC
2063
Barrett & Company
Rhode Island
$324K -$24.2K -715 -7%
FRM
2064
Fox Run Management
Connecticut
$323K +$337K +9,962 New
CS
2065
Candriam SCA
Luxembourg
$323K -$24.9M -735,551 -99%
TWP
2066
Tower Wealth Partners
Pennsylvania
$322K +$28.3K +839 +9%
DWM
2067
Drive Wealth Management
Utah
$322K +$90.7K +2,684 +37%
UF
2068
Univest Financial
Pennsylvania
$322K -$176K -5,207 -34%
COCM
2069
Charter Oak Capital Management
New Hampshire
$321K -$24.4K -721 -7%
CAGAS
2070
Capital Advisory Group Advisory Services
Minnesota
$321K +$334K +9,894 New
CYG
2071
Clean Yield Group
Vermont
$320K -$55.6K -1,646 -14%
VP
2072
Verum Partners
North Carolina
$320K -$46.8K -1,384 -12%
SFG
2073
Socha Financial Group
New York
$319K +$50.7K +1,500 +18%
SA
2074
Syntax Advisors
New York
$318K +$20.9K +620 +7%
VCG
2075
Vantage Consulting Group
Virginia
$318K +$20.9K +620 +7%
81 82
83
84 85