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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2226
LJI Wealth Management
Indiana
$363K – – –
CPSC
2227
Carl P. Sherr & Co
Massachusetts
$362K – – –
MF
2228
Montis Financial
Massachusetts
$362K +$384K +700 New
DIM
2229
DC Investments Management
Virginia
$359K – – –
PFA
2230
Pathway Financial Advisors
Vermont
$358K – – –
NC
2231
Napatree Capital
Rhode Island
$357K +$53.7K +98 +17%
SGCA
2232
Steel Grove Capital Advisors
Tennessee
$357K +$7.68K +14 +2%
TSS
2233
Two Sigma Securities
New York
$356K -$7.85M -14,312 -95%
FNWA
2234
Financial Network Wealth Advisors
Utah
$356K +$36.7K +67 +11%
NAMA
2235
Nikko Asset Management Americas
New York
$353K -$11K -20 -3%
FFWA
2236
FRG Family Wealth Advisors
Washington
$351K – – –
NFP
2237
Narus Financial Partners
Utah
$351K -$8.23K -15 -2%
TWA
2238
Tandem Wealth Advisors
Arizona
$351K +$27.4K +50 +8%
JC
2239
JB Capital
Connecticut
$351K +$75.1K +137 +25%
TWA
2240
TCI Wealth Advisors
Arizona
$347K -$2.74K -5 -0.7%
PFWA
2241
Paces Ferry Wealth Advisors
Georgia
$346K -$8.23K -15 -2%
PS
2242
Planned Solutions
California
$346K – – –
SFG
2243
Sunburst Financial Group
Alabama
$345K -$7.13K -13 -2%
MSA
2244
Marino Stram & Associates
Massachusetts
$345K +$1.1K +2 +0.3%
AWA
2245
Acorn Wealth Advisors
Michigan
$344K +$83.4K +152 +30%
LA
2246
Lifeworks Advisors
Michigan
$344K +$14.3K +26 +4%
QPWM
2247
Quadrant Private Wealth Management
Pennsylvania
$344K +$6.58K +12 +2%
OWA
2248
Octavia Wealth Advisors
Ohio
$343K -$36.2K -66 -9%
SIC
2249
Sterling Investment Counsel
New York
$343K +$4.39K +8 +1%
CA
2250
Cornerstone Advisory
Maryland
$343K +$19.2K +35 +6%
88 89
90
91 92