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Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
4076
Treasure Coast Financial Planning
Florida
$870K +$286 +2 +0%
AFIA
4077
America First Investment Advisors
Nebraska
$867K – – –
HFA
4078
Highland Financial Advisors
New Jersey
$866K +$120K +842 +14%
GWM
4079
Greenhouse Wealth Management
Connecticut
$864K +$4.57K +32 +0.5%
STB
4080
S&T Bank
Pennsylvania
$862K -$59K -413 -6%
SFA
4081
Seneca Financial Advisors
New York
$860K -$20.9K -146 -2%
EBSAM
4082
Eubel Brady & Suttman Asset Management
Ohio
$857K -$133K -928 -12%
FFM
4083
Flagstone Financial Management
Nebraska
$853K +$938K +6,564 New
AWM
4084
Altus Wealth Management
Kentucky
$852K +$715 +5 +0.1%
GWSA
4085
Global Wealth Strategies & Associates
Colorado
$850K +$935K +6,545 New
HCM
4086
Howard Capital Management
Georgia
$845K +$73.9K +517 +9%
PCM
4087
Presidio Capital Management
California
$843K -$12.3K -86 -1%
JW
4088
Jenkins Wealth
Colorado
$836K +$919K +6,433 New
PSC
4089
Prentiss Smith & Co
Vermont
$834K -$571K -3,993 -38%
KTA
4090
Keeley-Teton Advisors
Illinois
$831K +$123K +863 +16%
5SA
4091
5th Street Advisors
Connecticut
$831K -$85.7K -600 -9%
FWM
4092
Foresight Wealth Management
Utah
$830K -$12M -84,149 -93%
WMR
4093
Wealth Management Resources
Rhode Island
$830K +$1.29K +9 +0.1%
T
4094
TrueFG
Texas
$829K +$10.7K +75 +1%
TWA
4095
Tandem Wealth Advisors
Arizona
$827K +$909K +6,363 New
WP
4096
Woodline Partners
California
$826K +$909K +6,359 New
DC
4097
Defender Capital
North Carolina
$825K – – –
ACH
4098
ArrowMark Colorado Holdings
Colorado
$825K – – –
LAM
4099
LifePro Asset Management
California
$824K +$18.3K +128 +2%
RA
4100
Rodgers & Associates
Pennsylvania
$824K -$31.6K -221 -3%
162 163
164
165 166