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Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
3776
Ervin Investment Management
Washington
$328K -$5.06K -40 -1%
FFP
3777
Forbes Financial Planning
Rhode Island
$328K – – –
VBWMG
3778
Von Berge Wealth Management Group
California
$328K +$6.32K +50 +2%
HWMG
3779
Hurlow Wealth Management Group
Indiana
$328K +$35.4K +280 +11%
UWM
3780
USAdvisors Wealth Management
Minnesota
$326K +$48.3K +382 +15%
LSC
3781
Lesa Sroufe & Co
Washington
$325K +$364K +2,880 New
PA
3782
Parkside Advisors
California
$325K +$364K +2,880 New
AR
3783
Apeiron RIA
Texas
$324K -$23.1K -183 -6%
VIM
3784
Vista Investment Management
Pennsylvania
$324K -$21.6K -171 -6%
EC
3785
EdgeRock Capital
Colorado
$324K +$26.8K +212 +8%
PWM
3786
Penobscot Wealth Management
Maine
$323K – – –
MCM
3787
McRae Capital Management
New Jersey
$323K +$50.6K +400 +16%
PL
3788
Parthenon LLC
Kentucky
$322K – – –
AA
3789
Argent Advisors
Louisiana
$320K +$358K +2,834 New
WCP
3790
Wick Capital Partners
Pennsylvania
$319K +$23.6K +187 +7%
LODC
3791
Lanham O'Dell & Company
West Virginia
$318K +$102K +810 +41%
BWA
3792
BlueSky Wealth Advisors
North Carolina
$318K +$355K +2,811 New
GCIG
3793
Grand Central Investment Group
Florida
$316K +$22.8K +180 +7%
GCM
3794
Goldstream Capital Management
Hong Kong
$316K +$354K +2,800 New
WB
3795
West Bancorporation
Iowa
$315K -$62.2K -492 -15%
FVCM
3796
F&V Capital Management
Florida
$314K -$7.58K -60 -2%
OA
3797
Operose Advisors
Wisconsin
$314K +$10.1K +80 +3%
LWMNY
3798
Landmark Wealth Management (New York)
New York
$312K +$348K +2,757 New
AWA
3799
Aquire Wealth Advisors
Utah
$310K +$13.5K +107 +4%
MA
3800
MAS Advisors
Florida
$310K +$346K +2,740 New
150 151
152
153 154