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Name Holding Trade Value Shares
Change 		Change in
Stake
THCM
5201
Taylor Hoffman Capital Management
Virginia
$364K +$7.32K +37 +2%
OC
5202
OxenFree Capital
Florida
$363K +$2.77K +14 +0.9%
SA
5203
Sincerus Advisory
New York
$362K +$23.4K +118 +8%
DWA
5204
Delta Wealth Advisors
Indiana
$362K +$5.94K +30 +2%
NJBEST
5205
New Jersey Better Educational Savings Trust
New Jersey
$361K -$834K -4,214 -72%
FWM
5206
FSA Wealth Management
Massachusetts
$360K -$3.56K -18 -1%
JPT
5207
Jordan Park Trust
New Hampshire
$360K +$4.16K +21 +1%
LFA
5208
LifeGuide Financial Advisors
Pennsylvania
$360K +$325K +1,641 New
BAWM
5209
Bennett Associates Wealth Management
Pennsylvania
$360K +$30.7K +155 +10%
GWM
5210
GoalFusion Wealth Management
Texas
$359K +$324K +1,638 New
AMIM
5211
Aull & Monroe Investment Management
Alabama
$359K -$12.5K -63 -4%
HKAM
5212
Horizon Kinetics Asset Management
New York
$358K +$101K +509 +45%
WFS
5213
Widmann Financial Services
Maryland
$358K +$323K +1,634 New
CPCP
5214
Cedar Point Capital Partners
Iowa
$357K +$21K +106 +7%
RCWM
5215
Red Crane Wealth Management
California
$357K – – –
IWM
5216
IMG Wealth Management
Florida
$356K +$63.9K +323 +25%
GCM
5217
Graver Capital Management
Ohio
$355K – – –
O3W
5218
Omni 360 Wealth
New Jersey
$355K +$5.14K +26 +2%
BIG
5219
Builder Investment Group
Georgia
$354K – – –
HWA
5220
Heritage Wealth Architects
Minnesota
$354K +$47.5K +240 +17%
MFC
5221
Morris Financial Concepts
South Carolina
$351K – – –
TAM
5222
TCP Asset Management
Ohio
$349K -$8.31K -42 -3%
BSWM
5223
Boston Standard Wealth Management
Massachusetts
$349K +$103K +523 +49%
ATIA
5224
American Trust Investment Advisors
New Hampshire
$349K -$61.9K -313 -16%
KOMWMG
5225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$349K +$46.3K +234 +17%
207 208
209
210 211