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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3126
Paragon Advisors
Texas
$2M -$21K -150 -1%
HFP
3127
Holistic Financial Partners
Indiana
$2M -$45.4K -324 -2%
SPWM
3128
Spartan Planning & Wealth Management
North Carolina
$2M +$1.42M +10,155 +340%
CA
3129
Cresta Advisors
Texas
$1.99M – – –
LI
3130
LVZ Inc
Michigan
$1.99M +$68K +485 +4%
TFP
3131
Tilia Fiduciary Partners
North Carolina
$1.99M -$210K -1,501 -10%
WWG
3132
West Wealth Group
California
$1.99M -$43.9K -313 -2%
SL
3133
Salomon & Ludwin
Virginia
$1.99M – – –
STCOSD
3134
Sageworth Trust Company of South Dakota
South Dakota
$1.99M – – –
SMH
3135
Sanders Morris Harris
Texas
$1.99M -$926K -6,605 -33%
BCM
3136
BluePointe Capital Management
California
$1.99M +$1.83M +13,066 New
WH
3137
Willner & Heller
California
$1.98M +$1.83M +13,033 New
VAF
3138
Values Added Financial
District of Columbia
$1.98M -$150K -1,068 -8%
LC
3139
LCNB Corp
Ohio
$1.98M -$51.3K -366 -3%
AGP
3140
Autumn Glory Partners
Texas
$1.98M – – –
IFAM
3141
Institutional & Family Asset Management
Colorado
$1.98M -$57.5K -410 -3%
AWM
3142
Adams Wealth Management
Utah
$1.98M +$82.1K +586 +5%
SLFPAM
3143
St. Louis Financial Planners Asset Management
Missouri
$1.97M +$1.82M +12,995 New
FFA
3144
Fi3 Financial Advisors
Indiana
$1.97M -$38.4K -274 -2%
GWA
3145
Gratus Wealth Advisors
Virginia
$1.97M +$1.82M +12,962 New
HIM
3146
Hillsdale Investment Management
Ontario, Canada
$1.97M +$92.5K +660 +5%
WC
3147
Wynn Capital
Georgia
$1.96M +$1.81M +12,926 New
TCM
3148
Tributary Capital Management
Nebraska
$1.96M +$140K +1,000 +8%
DAM
3149
Derbend Asset Management
Georgia
$1.96M +$60.7K +433 +3%
AWM
3150
Alterna Wealth Management
Texas
$1.96M +$121K +863 +7%
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