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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
3651
Sentinel Pension Advisors
Massachusetts
$610K +$404K +2,360 +182%
TFA
3652
Tranquilli Financial Advisor
New Jersey
$607K +$44.5K +260 +8%
EBSAM
3653
Eubel Brady & Suttman Asset Management
Ohio
$607K +$133K +780 +27%
OWM
3654
OneAscent Wealth Management
Alabama
$607K +$623K +3,640 New
AWA
3655
Aletheian Wealth Advisors
Washington
$604K +$620K +3,620 New
RPSA
3656
Richard P. Slaughter Associates
Texas
$603K -$20.5K -120 -3%
CPSC
3657
Carl P. Sherr & Co
Massachusetts
$601K +$616K +3,600 New
SC
3658
Saltoro Capital
Texas
$600K +$616K +3,600 New
JGGDR
3659
JGP Global Gestao de Recursos
Brazil
$597K -$335K -1,960 -35%
LFGH
3660
Lee Financial Group Hawaii
Hawaii
$597K -$6.85K -40 -1%
REMPR
3661
Roof Eidam Maycock Peralta (REMP)
California
$594K -$13.7K -80 -2%
PSIWM
3662
Paradigm Strategies in Wealth Management
Minnesota
$594K – – –
VCM
3663
Versant Capital Management
Arizona
$590K – – –
OWA
3664
One Wealth Advisors
California
$590K +$41.1K +240 +7%
RA
3665
Riversedge Advisors
Delaware
$590K +$130K +760 +27%
TIM
3666
Thompson Investment Management
Wisconsin
$587K -$75.3K -440 -11%
SPP
3667
Single Point Partners
Massachusetts
$586K +$602K +3,520 New
PWA
3668
PCG Wealth Advisors
Kansas
$585K +$602K +3,520 New
BBPWM
3669
Blue Bell Private Wealth Management
Pennsylvania
$584K +$599K +3,500 New
IDA
3670
Intelligence Driven Advisers
California
$583K +$236K +1,380 +50%
AFS
3671
Annapolis Financial Services
Maryland
$580K -$250K -1,460 -30%
IWP
3672
Insight Wealth Partners
Texas
$580K +$342K +2,000 +135%
PFC
3673
Phocas Financial Corp
California
$577K +$3.42K +20 +0.6%
CIS
3674
Continental Investors Services
Washington
$577K +$606K +3,540 New
RA
3675
Rise Advisors
New York
$577K +$592K +3,460 New
145 146
147
148 149