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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3351
Addison Advisors
Vermont
$459K +$450K +2,820 New
RF
3352
RHS Financial
California
$456K +$47.9K +300 +12%
AWM
3353
Adams Wealth Management
Utah
$453K -$12.8K -80 -3%
MFS
3354
Madrona Financial Services
Washington
$453K +$16K +100 +4%
FPFS
3355
First Personal Financial Services
North Carolina
$453K +$60.6K +380 +16%
KCM
3356
Kathmere Capital Management
Pennsylvania
$453K +$98.9K +620 +29%
KCA
3357
Karn Couzens & Associates
Connecticut
$453K +$444K +2,780 New
FBFS
3358
First Business Financial Services
Wisconsin
$449K – – –
AW
3359
Avion Wealth
Texas
$449K +$118K +740 +37%
WJA
3360
Willis Johnson & Associates
Texas
$446K +$437K +2,740 New
EBSAM
3361
Eubel Brady & Suttman Asset Management
Ohio
$443K – – –
FDS
3362
First Dallas Securities
Texas
$443K +$63.8K +400 +17%
OLA
3363
Oliver Luxxe Assets
New Jersey
$442K +$102K +640 +29%
AFA
3364
Atlanta Financial Associates
Georgia
$440K – – –
GG
3365
GenWealth Group
New Jersey
$440K – – –
CCA
3366
Cadent Capital Advisors
Oklahoma
$440K +$431K +2,700 New
GCIG
3367
Grand Central Investment Group
Florida
$440K +$431K +2,700 New
SAMT
3368
Select Asset Management & Trust
Pennsylvania
$440K +$431K +2,700 New
WCM
3369
Wealthcare Capital Management
Virginia
$433K +$44.7K +280 +12%
CWM
3370
CCG Wealth Management
California
$430K -$60.6K -380 -13%
EM
3371
Excalibur Management
Massachusetts
$430K +$109K +680 +35%
EW
3372
Element Wealth
Mississippi
$427K +$12.8K +80 +3%
FWM
3373
FSA Wealth Management
Massachusetts
$427K +$92.6K +580 +28%
TFF
3374
The Family Firm
Maryland
$425K – – –
WFWM
3375
Wechter Feldman Wealth Management
New Jersey
$423K – – –
133 134
135
136 137