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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3451
Dover Advisors
Virginia
$327K -$22.5K -215 -5%
PSCM
3452
Per Stirling Capital Management
Texas
$327K +$291K +2,782 New
PWMG
3453
Private Wealth Management Group
New Jersey
$326K +$127K +1,212 +77%
MWM
3454
Mittelman Wealth Management
Massachusetts
$326K -$345K -3,303 -63%
LFG
3455
Lazard Frères Gestion
France
$326K – – –
II
3456
Impact Investors
California
$325K -$91.6K -876 -24%
EA
3457
Eclectic Associates
California
$324K -$29.7K -284 -9%
C1AG
3458
Client 1st Advisory Group
Florida
$324K +$288K +2,758 New
MFC
3459
Morris Financial Concepts
South Carolina
$324K – – –
SA
3460
SAM Advisors
California
$323K +$105 +1 +0%
MWA
3461
Mills Wealth Advisors
Texas
$323K -$4.81K -46 -2%
WF
3462
Warner Financial
Maryland
$323K +$627 +6 +0.2%
SWM
3463
SilverOak Wealth Management
Minnesota
$323K +$1.57K +15 +0.5%
APW
3464
Aventura Private Wealth
Florida
$322K +$65.4K +625 +29%
DWS
3465
Discipline Wealth Solutions
South Carolina
$322K +$287K +2,740 New
SO
3466
Sierra Ocean
California
$321K +$286K +2,735 New
OPWM
3467
Oxinas Partners Wealth Management
Indiana
$321K – – –
NEWAS
3468
N.E.W. Advisory Services
Wisconsin
$321K +$6.69K +64 +2%
SSW
3469
Smith Shellnut Wilson
Mississippi
$320K – – –
FDDB
3470
Fidelity D&D Bancorp
Pennsylvania
$319K +$4.6K +44 +2%
PRP
3471
Peak Retirement Planning
Ohio
$318K +$283K +2,710 New
MEAC
3472
M.E. Allison & Co
Texas
$318K – – –
LWM
3473
Lionshead Wealth Management
New York
$318K +$9.94K +95 +4%
GCM
3474
Gambit Capital Management
Tennessee
$318K +$283K +2,706 New
OPOWM
3475
One Plus One Wealth Management
Florida
$318K +$283K +2,706 New
137 138
139
140 141