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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
3726
Lesa Sroufe & Co
Washington
$485K – – –
AG
3727
AlphaSimPlex Group
Massachusetts
$482K -$34K -220 -7%
APW
3728
Acima Private Wealth
Virginia
$482K -$12.4K -80 -3%
COF
3729
Capital One Financial
Virginia
$480K -$1.77M -11,460 -80%
PWM
3730
Provident Wealth Management
Tennessee
$479K -$43.3K -280 -9%
FWM
3731
Fingerlakes Wealth Management
New York
$479K – – –
SAM
3732
S.A. Mason
Michigan
$479K – – –
SDJVC
3733
St. Denis J. Villere & Co
Louisiana
$479K +$55.6K +360 +14%
BFAG
3734
Blackston Financial Advisory Group
Florida
$476K -$3.09K -20 -0.7%
PWP
3735
Personal Wealth Partners
Minnesota
$476K – – –
RWRC
3736
R.W. Roge & Company
New York
$476K – – –
FLA
3737
Financial Life Advisors
Texas
$476K +$46.4K +300 +11%
EBWM
3738
Eagle Bluffs Wealth Management
Missouri
$476K +$52.5K +340 +13%
HCM
3739
Howard Capital Management
Georgia
$473K -$158K -1,020 -26%
FFP
3740
Forbes Financial Planning
Rhode Island
$473K – – –
MCA
3741
Martin Capital Advisors
Texas
$473K +$12.4K +80 +3%
MWM
3742
McNaughton Wealth Management
California
$473K +$49.4K +320 +12%
AWM
3743
AAF Wealth Management
Massachusetts
$473K +$448K +2,900 New
VBFP
3744
Valtinson Bruner Financial Planning
Minnesota
$470K +$43.3K +280 +10%
HWM
3745
HighMark Wealth Management
Minnesota
$469K – – –
NP
3746
Ninepoint Partners
Ontario, Canada
$469K +$9.27K +60 +2%
AWM
3747
Aprio Wealth Management
Georgia
$469K +$176K +1,140 +66%
T
3748
TNF
Montana
$468K -$40.2K -260 -7%
EDRIA
3749
Edmonds Duncan Registered Investment Advisors
Kansas
$466K – – –
TWA
3750
TPB Wealth Advisors
Texas
$466K – – –
148 149
150
151 152