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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3751
Tranquilli Financial Advisor
New Jersey
$936K -$32.8K -234 -4%
AWM
3752
Aprio Wealth Management
Georgia
$935K -$26.4K -188 -3%
SICM
3753
Sustainable Insight Capital Management
New York
$935K -$14K -100 -2%
CPP
3754
Capasso Planning Partners
South Carolina
$934K +$24.7K +176 +3%
SAI
3755
Savvy Advisors Inc
New York
$932K +$860K +6,136 New
FNT
3756
First Nebraska Trust
Nebraska
$930K +$63.2K +451 +8%
VIM
3757
VELA Investment Management
Ohio
$930K +$574K +4,092 +202%
AM
3758
Atwater Malick
Pennsylvania
$929K +$75.1K +536 +10%
MFS
3759
Madrona Financial Services
Washington
$925K -$4.91K -35 -0.6%
SWM
3760
Silverlake Wealth Management
Vermont
$925K -$249K -1,776 -23%
SFC
3761
SYM Financial Corp
Indiana
$925K +$183K +1,309 +27%
LF
3762
Lee Financial
Texas
$924K +$38.7K +276 +5%
OWM
3763
Opes Wealth Management
California
$924K +$209K +1,490 +32%
ASFA
3764
All Season Financial Advisors
Colorado
$923K -$63.4K -452 -7%
HCA
3765
Heck Capital Advisors
Wisconsin
$921K -$76.8K -548 -8%
IPW
3766
Inlet Private Wealth
Florida
$920K +$72.9K +520 +9%
TC
3767
Truvestments Capital
Florida
$920K -$4.35K -31 -0.5%
LFA
3768
LGT Financial Advisors
Texas
$919K -$79.8K -569 -9%
EB
3769
Exchange Bank
California
$916K -$48.9K -349 -5%
RB
3770
Rodgers Brothers
Pennsylvania
$916K +$105K +750 +14%
GPA
3771
Guerra Pan Advisors
New Jersey
$915K +$73.6K +525 +10%
LFA
3772
Lauterbach Financial Advisors
Texas
$913K – – –
CI
3773
CAZ Investments
Texas
$912K – – –
SIC
3774
Samalin Investment Counsel
New York
$912K +$47.7K +340 +6%
SSW
3775
Smith Shellnut Wilson
Mississippi
$911K -$5.61K -40 -0.7%
149 150
151
152 153