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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
5151
PFS Partners
New Jersey
$393K -$23.1K -113 -6%
FCG
5152
Financial Connections Group
California
$391K -$4.09K -20 -1%
VWA
5153
VERITY Wealth Advisors
United States
$391K -$90K -440 -20%
SCM
5154
Spring Capital Management
Texas
$391K +$364K +1,780 New
TC
5155
TAP Consulting
Missouri
$390K -$11K -54 -3%
LCM
5156
LRT Capital Management
Texas
$389K +$362K +1,771 New
FPTW
5157
Franklin, Parlapiano, Turner & Welch
Texas
$387K – – –
WFP
5158
Wrenne Financial Planning
Kentucky
$386K -$26.6K -130 -7%
BAMG
5159
Brand Asset Management Group
Missouri
$386K -$102K -498 -22%
FWM
5160
FSA Wealth Management
Massachusetts
$385K -$94.9K -464 -21%
LWM
5161
Latko Wealth Management
Illinois
$384K +$14.7K +72 +4%
VWA
5162
VSM Wealth Advisory
Maryland
$384K +$358K +1,749 New
RWRC
5163
R.W. Roge & Company
New York
$383K – – –
KCM
5164
Kendall Capital Management
Maryland
$382K +$356K +1,741 New
SHF
5165
Safe Harbor Fiduciary
Florida
$382K – – –
ACM
5166
Argyle Capital Management
Pennsylvania
$382K +$8.18K +40 +2%
O3W
5167
Omni 360 Wealth
New Jersey
$380K -$465K -2,273 -57%
SFG
5168
Socha Financial Group
New York
$379K +$11.3K +55 +3%
HAFS
5169
Hapanowicz & Associates Financial Services
Pennsylvania
$378K – – –
LAS
5170
Lloyd Advisory Services
Georgia
$378K -$28.4K -139 -7%
AMIM
5171
Aull & Monroe Investment Management
Alabama
$373K – – –
SEM
5172
Strategic Equity Management
Arizona
$373K +$347K +1,698 New
EWA
5173
EQ Wealth Advisors
Texas
$372K +$347K +1,696 New
MWM
5174
Melfa Wealth Management
Massachusetts
$372K +$61.4K +300 +22%
DB
5175
Dravo Bay
Delaware
$370K +$345K +1,688 New
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207
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