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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2051
Sunpointe
Missouri
$506K +$52K +1,201 +12%
BHIA
2052
Birch Hill Investment Advisors
Massachusetts
$506K +$43.3K +1,000 +10%
BF
2053
Brucke Financial
Indiana
$506K +$113K +2,610 +26%
TNA
2054
True North Advisors
Texas
$506K +$498K +11,502 New
DIP
2055
Davis Investment Partners
North Carolina
$504K -$68.1K -1,574 -12%
BIA
2056
Barry Investment Advisors
Massachusetts
$503K +$496K +11,456 New
VPP
2057
Vertex Planning Partners
Illinois
$503K +$28.7K +664 +6%
AWM
2058
Ariadne Wealth Management
California
$503K +$282K +6,521 +114%
NI
2059
Natural Investments
California
$503K -$9.22K -213 -2%
PP
2060
PFS Partners
New Jersey
$502K +$7.83K +181 +2%
KA
2061
Kooman & Associates
Pennsylvania
$501K +$8.36K +193 +2%
RIA
2062
Realta Investment Advisors
Delaware
$501K -$34.4K -795 -7%
OCM
2063
One Capital Management
California
$501K -$157K -3,638 -24%
LSWP
2064
Liberty Square Wealth Partners
Pennsylvania
$500K +$3.94K +91 +0.8%
TWM
2065
TriaGen Wealth Management
California
$500K -$21K -486 -4%
FPWM
2066
FSB Premier Wealth Management
Iowa
$499K -$4.59K -106 -0.9%
SKK
2067
Shepherd Kaplan Krochuk
Massachusetts
$498K -$30.4K -703 -6%
RCI
2068
RS Crum Inc
California
$496K – – –
BFS
2069
BridgePort Financial Solutions
Iowa
$496K +$119K +2,745 +32%
DFA
2070
Delta Financial Advisors
Louisiana
$496K +$251K +5,795 +106%
PH
2071
Pinnacle Holdings
Oklahoma
$496K -$2.08K -48 -0.4%
3IP
2072
3Chopt Investment Partners
Virginia
$495K -$61.2K -1,414 -11%
SCP
2073
Sivia Capital Partners
California
$495K +$69.2K +1,599 +17%
AWM
2074
AllSquare Wealth Management
New York
$494K +$44.6K +1,030 +10%
MPAM
2075
Murphy Pohlad Asset Management
Minnesota
$494K – – –
81 82
83
84 85