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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1801
Florida Financial Advisors
Florida
$269K +$271K +2,320 New
IWM
1802
Integris Wealth Management
California
$269K – – –
FW
1803
FirstPurpose Wealth
Utah
$267K +$8.89K +76 +3%
HAIM
1804
Hunter Associates Investment Management
Pennsylvania
$267K -$1.99K -17 -0.7%
KCM
1805
Kathmere Capital Management
Pennsylvania
$266K -$119K -1,021 -31%
PPG
1806
Peak Planning Group
Colorado
$266K -$702 -6 -0.3%
AIM
1807
AHL Investment Management
Florida
$265K -$1.75K -15 -0.7%
BWM
1808
Baystate Wealth Management
Massachusetts
$265K +$14.9K +127 +6%
CPA
1809
Court Place Advisors
Maryland
$265K – – –
BAM
1810
Bosun Asset Management
Illinois
$265K -$121K -1,035 -31%
RCG
1811
Regatta Capital Group
California
$265K -$1.29K -11 -0.5%
WPP
1812
Whalerock Point Partners
Rhode Island
$265K – – –
WW
1813
Waterfront Wealth
Kansas
$264K – – –
OHWP
1814
Oak Harbor Wealth Partners
North Carolina
$264K -$40.2K -344 -13%
NME
1815
Notis-McConarty Edward
$264K -$23.4K -200 -8%
QFA
1816
Quantum Financial Advisors
California
$263K +$12.9K +110 +5%
HI
1817
Hudock Inc
Pennsylvania
$262K +$117 +1 +0%
OWA
1818
Opal Wealth Advisors
New York
$262K -$149K -1,275 -36%
NPFS
1819
Novak & Powell Financial Services
Florida
$262K +$264K +2,256 New
PFM
1820
Patton Fund Management
Texas
$261K +$7.37K +63 +3%
AWAP
1821
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K +$2.81K +24 +1%
FMN
1822
Financial Management Network
California
$260K -$2.34K -20 -0.9%
FSWA
1823
Financial Synergies Wealth Advisors
Texas
$260K -$197K -1,685 -43%
LC
1824
LCNB Corp
Ohio
$260K – – –
GWM
1825
Gray Wealth Management
Maine
$258K +$8.77K +75 +3%
71 72
73
74 75