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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
3726
OLIO Financial Planning
Virginia
$611K +$134 +1 +0%
PCWA
3727
Pacific Capital Wealth Advisors
California
$611K – – –
CFAM
3728
Center For Asset Management
Florida
$610K +$196K +1,464 +44%
ASI
3729
Advisory Services & Investments
Oregon
$610K – – –
SCP
3730
Stevens Capital Partners
Nebraska
$610K +$128K +956 +25%
PM
3731
Parametrica Management
Hong Kong
$610K +$643K +4,795 New
MHR
3732
Matthew Hamilton Rosenberg
$609K -$9.11K -68 -1%
KWM
3733
KFG Wealth Management
Indiana
$609K +$75.7K +565 +13%
COCM
3734
Charter Oak Capital Management
New Hampshire
$609K -$6.97K -52 -1%
REMPR
3735
Roof Eidam Maycock Peralta (REMP)
California
$608K – – –
SFWC
3736
Strategic Family Wealth Counselors
New Jersey
$608K -$115K -859 -15%
RRA
3737
Round Rock Advisors
Connecticut
$607K -$422K -3,153 -40%
SFC
3738
SYM Financial Corp
Indiana
$607K +$640K +4,776 New
AWP
3739
Atlas Wealth Partners
Pennsylvania
$605K -$83.7K -625 -12%
SWAG
3740
Spectrum Wealth Advisory Group
California
$604K – – –
POIA
3741
Pin Oak Investment Advisors
Texas
$603K -$31.9K -238 -5%
WAM
3742
Winslow Asset Management
Ohio
$603K – – –
PDM
3743
Penn Davis McFarland
Texas
$602K -$89.2K -666 -12%
HFA
3744
High Falls Advisors
New York
$602K -$8.04K -60 -1%
MTIM
3745
Marathon Trading Investment Management
Pennsylvania
$601K +$43.4K +324 +7%
RI
3746
Rinkey Investments
California
$600K -$72.4K -540 -10%
AMR
3747
Asset Management Resources
Massachusetts
$600K -$59.8K -446 -9%
MFG
3748
Mendota Financial Group
Wisconsin
$596K +$2.55K +19 +0.4%
SPW
3749
Sonoma Private Wealth
California
$596K +$11.5K +86 +2%
RC
3750
Rovin Capital
Arizona
$595K -$336K -2,511 -35%
148 149
150
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