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Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
4051
American Financial & Tax Strategies
New York
$943K +$18.2K +99 +2%
2L
4052
25 LLC
Missouri
$941K +$1.1K +6 +0.1%
ETIA
4053
Epic Trust Investment Advisors
Washington
$941K +$181K +986 +25%
PDM
4054
Penn Davis McFarland
Texas
$941K +$26.8K +146 +3%
CAM
4055
Councilmark Asset Management
Tennessee
$941K – – –
FP
4056
Fiduciary Planning
Florida
$939K -$124K -673 -12%
GA
4057
Greenspring Advisors
Maryland
$939K +$181K +985 +25%
CIA
4058
Caerus Investment Advisors
Texas
$938K – – –
WCM
4059
Wallace Capital Management
Texas
$937K +$138K +750 +18%
IWA
4060
IVC Wealth Advisors
Pennsylvania
$937K +$23.1K +126 +3%
FWM
4061
Foguth Wealth Management
Michigan
$935K -$944K -5,138 -52%
BO
4062
Bank OZK
Arkansas
$932K +$59.9K +326 +7%
EFA
4063
Evernest Financial Advisors
Indiana
$931K +$141K +769 +19%
FWM
4064
ForthRight Wealth Management
Georgia
$930K – – –
NVIM
4065
New Vernon Investment Management
Illinois
$929K – – –
BFS
4066
Burkett Financial Services
South Carolina
$926K -$2.39K -13 -0.3%
OPPS
4067
Obsidian Personal Planning Solutions
Maryland
$921K – – –
VDI
4068
Vaughan David Investments
Illinois
$920K -$370K -2,013 -30%
CA
4069
Cambridge Advisors
Nebraska
$920K +$24.8K +135 +3%
HIS
4070
Horizon Investment Services
Indiana
$919K +$25.5K +139 +3%
WAM
4071
Winslow Asset Management
Ohio
$917K – – –
PFA
4072
Pathway Financial Advisors
Vermont
$915K -$9.19K -50 -1%
KWAG
4073
Kiely Wealth Advisory Group
North Carolina
$910K +$14.7K +80 +1%
VF
4074
VitalStone Financial
Texas
$909K +$344K +1,871 +66%
NAMM
4075
NorthStar Asset Management (Massachusetts)
Massachusetts
$908K -$5.33K -29 -0.6%
161 162
163
164 165