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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2851
Tempo Wealth
Ohio
$398K +$383K +5,161 New
LWA
2852
Lantern Wealth Advisors
New York
$397K -$562K -7,579 -60%
TFO
2853
Tarbox Family Office
California
$397K -$1.93K -26 -0.5%
NWMG
2854
National Wealth Management Group
Ohio
$397K +$122K +1,641 +47%
CIM
2855
Catalyst Investment Management
New Hampshire
$396K +$382K +5,143 New
GWI
2856
Grace & White Inc
New York
$396K – – –
HIM
2857
Hanlon Investment Management
New Jersey
$396K +$78.5K +1,058 +26%
E
2858
Evansbrook
Illinois
$395K +$380K +5,124 New
RBC
2859
Roble Belko & Company
Pennsylvania
$394K – – –
SL
2860
StoryOne LLC
Kansas
$394K – – –
FA
2861
Fiducient Advisors
Illinois
$393K – – –
WMP
2862
Wealth Management Partners
Arizona
$393K – – –
PHIC
2863
Pine Haven Investment Counsel
Massachusetts
$392K -$7.49K -101 -2%
IA
2864
Insight Advisors
Pennsylvania
$392K +$2K +27 +0.5%
WP
2865
Westmount Partners
California
$392K +$16K +215 +4%
PWP
2866
Ponta Wealth Partners
Florida
$392K +$377K +5,083 New
GI
2867
GLOBALT Investments
Georgia
$391K +$25.7K +347 +7%
KWM
2868
Kaydan Wealth Management
Michigan
$390K – – –
CB
2869
Centennial Bank
Arkansas
$390K -$7.42K -100 -2%
FFO
2870
Fortitude Family Office
Arizona
$389K +$5.57K +75 +2%
WG
2871
Watchman Group
Texas
$389K +$5.42K +73 +1%
MCA
2872
Magnolia Capital Advisors
Mississippi
$389K +$52.4K +706 +16%
LIA
2873
Lynx Investment Advisory
District of Columbia
$389K +$23.7K +319 +7%
RTC
2874
Riverview Trust Company
Washington
$388K – – –
LIP
2875
Lynch Investment Planning
Pennsylvania
$388K +$374K +5,034 New
113 114
115
116 117