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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3951
GoalVest Advisory
New York
$786K -$156K -991 -15%
LWA
3952
LWS Wealth Advisors
New Jersey
$783K +$2.83K +18 +0.3%
CCM
3953
Cullen Capital Management
New York
$779K – – –
EWM
3954
Endowment Wealth Management
Wisconsin
$775K +$351K +2,236 +66%
AFWM
3955
AMJ Financial Wealth Management
Virginia
$773K +$157K +999 +22%
BFA
3956
BMS Financial Advisors
South Dakota
$772K -$25.6K -163 -3%
SF
3957
Safeguard Financial
Wisconsin
$771K +$340K +2,169 +64%
KTA
3958
Keeley-Teton Advisors
Illinois
$765K -$14.1K -90 -2%
OAM
3959
Oberweis Asset Management
Illinois
$757K -$28.1K -179 -3%
IFO
3960
Independent Family Office
New York
$755K -$43.9K -280 -5%
PWA
3961
Pillar Wealth Advisors
Pennsylvania
$755K – – –
FF
3962
Financial Futures
New Jersey
$754K -$33K -210 -4%
PPWP
3963
Proquility Private Wealth Partners
Nevada
$751K -$353K -2,250 -29%
APC
3964
Asset Planning Corporation
Tennessee
$751K +$942 +6 +0.1%
SWM
3965
Seaside Wealth Management
California
$747K +$213K +1,357 +39%
EL
3966
Envoi LLC
Minnesota
$738K -$230K -1,465 -22%
FAM
3967
Forte Asset Management
New York
$736K – – –
TDWM
3968
Topel & Distasi Wealth Management
California
$735K -$15.1K -96 -2%
AC
3969
Avant Capital
Louisiana
$734K +$76.3K +486 +10%
SC
3970
Scholtz & Company
Connecticut
$732K -$1.97M -12,562 -72%
BTIM
3971
BancFirst Trust & Investment Management
Oklahoma
$732K -$424K -2,701 -34%
PFA
3972
Peak Financial Advisors
Colorado
$730K -$2.51K -16 -0.3%
PMIA
3973
Patrick Mauro Investment Advisor
Illinois
$726K +$824K +5,253 New
MA
3974
MAS Advisors
Florida
$722K -$37.5K -239 -4%
FW
3975
FirstPurpose Wealth
Utah
$720K +$105K +672 +15%
157 158
159
160 161