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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3076
Cumberland Advisors
Florida
$1,000K – – –
FUBT
3077
First United Bank & Trust
Maryland
$997K +$9.66K +100 +1%
AIM
3078
Aspen Investment Management
Michigan
$997K -$4.83K -50 -0.5%
OPA
3079
Old Port Advisors
Maine
$994K +$10.6K +110 +1%
TCWA
3080
Ten Capital Wealth Advisors
Washington
$993K -$517K -5,352 -36%
LF
3081
LifeSteps Financial
California
$991K -$71.5K -740 -7%
DA
3082
Detalus Advisors
Missouri
$991K -$48.3K -500 -5%
SIC
3083
SJS Investment Consulting
Ohio
$990K +$60.6K +627 +7%
EWM
3084
Echo Wealth Management
Minnesota
$990K – – –
GA
3085
Greenspring Advisors
Maryland
$988K +$35.1K +363 +4%
HWM
3086
Howard Wealth Management
Connecticut
$984K -$7.73K -80 -0.8%
AWP
3087
Abacus Wealth Partners
California
$984K +$163K +1,687 +22%
HWM
3088
Horizon Wealth Management
Illinois
$982K +$49.2K +509 +6%
NC
3089
NinePointTwo Capital
California
$981K -$1.06K -11 -0.1%
SB
3090
Sunflower Bank
Texas
$980K -$20.6K -213 -2%
LFA
3091
Landmark Financial Advisors
Kentucky
$978K +$56.4K +584 +7%
WW
3092
Westshore Wealth
California
$976K +$5.8K +60 +0.6%
CSIA
3093
Conrad Siegel Investment Advisors
Pennsylvania
$975K – – –
HAIM
3094
Hunter Associates Investment Management
Pennsylvania
$975K +$42.5K +440 +5%
SWM
3095
SFG Wealth Management
Maryland
$975K +$58K +600 +7%
APWA
3096
Atlas Private Wealth Advisors
New Jersey
$975K +$9.86K +102 +1%
WFPG
3097
Waller Financial Planning Group
Ohio
$974K -$47.3K -490 -5%
MF
3098
Manchester Financial
California
$974K -$22.6K -234 -2%
VAFP
3099
Vahanian & Associates Financial Planning
New York
$974K -$164K -1,702 -15%
HC
3100
Hamilton Capital
Ohio
$974K +$26.3K +272 +3%
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