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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
3051
Center For Asset Management
Florida
$2.66M +$43.7K +337 +2%
OWA
3052
Outlook Wealth Advisors
Texas
$2.65M +$301K +2,325 +14%
DWA
3053
Delos Wealth Advisors
Texas
$2.65M +$2.51M +19,352 New
APSP
3054
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.64M +$2.98K +23 +0.1%
EL
3055
EMFO LLC
Florida
$2.64M +$2.5M +19,285 New
UMC
3056
United Maritime Capital
New York
$2.64M -$551K -4,250 -18%
LWM
3057
Lionsbridge Wealth Management
Florida
$2.63M -$987K -7,616 -28%
JGUA
3058
John G. Ullman & Associates
New York
$2.63M -$77.7K -600 -3%
WAM
3059
Werlinich Asset Management
Connecticut
$2.62M -$72K -556 -3%
HWMG
3060
Hurlow Wealth Management Group
Indiana
$2.61M -$7.26K -56 -0.3%
ACWM
3061
Adams Chetwood Wealth Management
North Carolina
$2.61M +$49.9K +385 +2%
RPCA
3062
Running Point Capital Advisors
California
$2.6M +$337K +2,600 +16%
TFCP
3063
Twin Focus Capital Partners
Massachusetts
$2.58M -$321K -2,474 -12%
AA
3064
Alesco Advisors
New York
$2.58M -$48.5K -374 -2%
PIA
3065
Pinion Investment Advisors
Kansas
$2.58M +$50K +386 +2%
SAMC
3066
Spectrum Asset Management (California)
California
$2.57M -$221K -1,709 -8%
AA
3067
Addison Advisors
Vermont
$2.57M +$2.43M +18,777 New
SFG
3068
Sunburst Financial Group
Alabama
$2.56M +$48.1K +371 +2%
TFF
3069
The Family Firm
Maryland
$2.56M -$645K -4,977 -21%
RWI
3070
Red Wave Investments
Pennsylvania
$2.56M +$24.5K +189 +1%
OFS
3071
Oldfather Financial Services
Nebraska
$2.56M +$25.9K +200 +1%
HIS
3072
Harvest Investment Services
Illinois
$2.55M +$25.4K +196 +1%
APC
3073
Aspire Private Capital
North Carolina
$2.55M +$433K +3,342 +22%
SAMT
3074
Select Asset Management & Trust
Pennsylvania
$2.53M -$518 -4 -0%
GA
3075
GoalVest Advisory
New York
$2.53M +$62.3K +481 +3%
121 122
123
124 125