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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2976
Divergent Wealth Advisors
Utah
$422K -$79.7K -660 -18%
HWM
2977
HighMark Wealth Management
Minnesota
$422K – – –
FTC
2978
Farmers Trust Company
Ohio
$420K -$7.25K -60 -2%
SDWMA
2979
Schneider Downs Wealth Management Advisors
Pennsylvania
$419K +$43.5K +360 +13%
GG
2980
GenWealth Group
New Jersey
$417K -$41.1K -340 -10%
SLA
2981
Silver Lake Advisory
Utah
$414K -$116K -960 -24%
AWM
2982
Adams Wealth Management
Utah
$414K +$362K +3,000 New
WA
2983
WP Advisors
California
$414K +$362K +3,000 New
SWM
2984
Sanctuary Wealth Management
Idaho
$411K -$41.1K -340 -10%
CG
2985
Corundum Group
Colorado
$408K -$21.7K -180 -6%
AA
2986
Alesco Advisors
New York
$406K -$84.5K -700 -19%
LL
2987
LPWM LLC
Minnesota
$406K -$9.66K -80 -3%
ACM
2988
Anfield Capital Management
California
$405K +$14.5K +120 +5%
CWM
2989
Cahaba Wealth Management
Georgia
$404K +$21.7K +180 +7%
MS
2990
Maven Securities
Jersey
$400K -$8M -66,220 -96%
EBSAM
2991
Eubel Brady & Suttman Asset Management
Ohio
$397K +$16.9K +140 +5%
HCM
2992
Hutchinson Capital Management
California
$395K – – –
PWP
2993
Personal Wealth Partners
Minnesota
$395K – – –
LD
2994
Lipe & Dalton
New York
$392K -$48.3K -400 -12%
SL
2995
Savior LLC
Massachusetts
$392K – – –
TFF
2996
The Family Firm
Maryland
$392K – – –
CAM
2997
Concorde Asset Management
Michigan
$391K +$343K +2,840 New
AAM
2998
Auxier Asset Management
Oregon
$389K – – –
GG
2999
Greenwood Gearhart
Arkansas
$389K – – –
WFMPM
3000
Woodley Farra Manion Portfolio Management
Indiana
$386K -$43.5K -360 -11%
118 119
120
121 122