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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2076
AFT Forsyth & Company
Florida
$268K – – –
FIC
2077
Family Investment Center
Missouri
$266K +$246K +1,622 New
HA
2078
Hofer & Associates
California
$265K +$15.8K +104 +7%
DA
2079
Detalus Advisors
Missouri
$265K +$22.2K +146 +10%
AWG
2080
Altus Wealth Group
Colorado
$265K +$23.4K +154 +11%
RWA
2081
Rooted Wealth Advisors
Illinois
$265K +$235K +1,548 New
FWM
2082
Focused Wealth Management
New York
$265K -$1.52K -10 -0.6%
SAA
2083
Southeast Asset Advisors
Georgia
$265K +$8.51K +56 +4%
GTAM
2084
Global Trust Asset Management
Florida
$265K +$211K +1,389 +617%
AMM
2085
American Money Management
California
$265K +$245K +1,614 New
NIC
2086
Northwest Investment Counselors
Oregon
$264K +$30.4K +200 +14%
VARA
2087
Value Aligned Research Advisors
New Jersey
$264K +$220K +1,448 New
CNB
2088
Camden National Bank
Maine
$263K -$31.1K -205 -11%
RT
2089
Rockland Trust
Massachusetts
$263K -$15.2K -100 -6%
ACM
2090
Adalta Capital Management
New York
$261K – – –
SWP
2091
Summit Wealth Partners
Florida
$261K +$25.2K +166 +12%
SA
2092
Strategic Advocates
Utah
$261K -$1.98K -13 -0.8%
NFA
2093
Northern Financial Advisors
Michigan
$260K -$456 -3 -0.2%
3F
2094
360 Financial
Minnesota
$260K +$11.4K +75 +5%
OCG
2095
Opus Capital Group
Ohio
$260K +$1.52K +10 +0.6%
CAL
2096
Capital Advisors Ltd
Ohio
$260K +$6.08K +40 +3%
ODIJL
2097
One Day In July LLC
Vermont
$260K +$241K +1,583 New
SIS
2098
Sound Income Strategies
Florida
$260K +$104K +683 +76%
SRC
2099
Shufro Rose & Co
New York
$260K – – –
PCM
2100
Poehling Capital Management
Wisconsin
$259K +$240K +1,579 New
82 83
84
85 86