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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3476
SAM Advisors
California
$323K +$105 +1 +0%
MWA
3477
Mills Wealth Advisors
Texas
$323K -$4.81K -46 -2%
WF
3478
Warner Financial
Maryland
$323K +$627 +6 +0.2%
SWM
3479
SilverOak Wealth Management
Minnesota
$323K +$1.57K +15 +0.5%
APW
3480
Aventura Private Wealth
Florida
$322K +$65.4K +625 +29%
DWS
3481
Discipline Wealth Solutions
South Carolina
$322K +$287K +2,740 New
SO
3482
Sierra Ocean
California
$321K +$286K +2,735 New
OPWM
3483
Oxinas Partners Wealth Management
Indiana
$321K – – –
NEWAS
3484
N.E.W. Advisory Services
Wisconsin
$321K +$6.69K +64 +2%
SSW
3485
Smith Shellnut Wilson
Mississippi
$320K – – –
FDDB
3486
Fidelity D&D Bancorp
Pennsylvania
$319K +$4.6K +44 +2%
PRP
3487
Peak Retirement Planning
Ohio
$318K +$283K +2,710 New
MEAC
3488
M.E. Allison & Co
Texas
$318K – – –
LWM
3489
Lionshead Wealth Management
New York
$318K +$9.94K +95 +4%
GCM
3490
Gambit Capital Management
Tennessee
$318K +$283K +2,706 New
OPOWM
3491
One Plus One Wealth Management
Florida
$318K +$283K +2,706 New
PWP
3492
Phillips Wealth Planners
Mississippi
$317K -$50.4K -482 -15%
AF
3493
AtlasMark Financial
Texas
$317K – – –
CWA
3494
CogentBlue Wealth Advisors
Tennessee
$317K +$7.22K +69 +3%
SHJ
3495
Sharkey, Howes & Javer
Colorado
$317K -$78.3K -749 -22%
CL
3496
CLG LLC
California
$316K +$282K +2,693 New
BAWC
3497
Boyce & Associates Wealth Consulting
Texas
$316K +$105 +1 +0%
HNH
3498
Hopwood Nicholas Hunter
$316K +$4.6K +44 +2%
GAA
3499
Guardian Asset Advisors
Pennsylvania
$316K -$7.11K -68 -2%
JMBA
3500
J. M. Brown & Associates
Oklahoma
$316K +$281K +2,686 New
138 139
140
141 142