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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
2051
Juncture Wealth Strategies
Arizona
$596K +$52.8K +1,112 +10%
AFG
2052
Allegheny Financial Group
Pennsylvania
$593K +$29.1K +612 +5%
FDCP
2053
Foster Dykema Cabot & Partners
Massachusetts
$592K – – –
WW
2054
Westshore Wealth
California
$592K -$218K -4,590 -27%
BOPW
2055
Brandywine Oak Private Wealth
Pennsylvania
$591K -$33K -696 -5%
SHGA
2056
Sand Hill Global Advisors
California
$589K -$40K -842 -6%
AWS
2057
Aspen Wealth Strategies
Colorado
$589K -$4.84K -102 -0.8%
GWSG
2058
GPS Wealth Strategies Group
Colorado
$587K -$48.5K -1,022 -8%
SPC
2059
Spirepoint Private Client
Florida
$587K -$66.2K -1,394 -10%
KFA
2060
Krane Funds Advisors
New York
$587K +$29.8K +627 +5%
SR
2061
Syntax Research
Florida
$586K +$416K +8,766 +245%
JWWM
2062
Johnson & White Wealth Management
Pennsylvania
$586K +$46.4K +977 +9%
PP
2063
PrairieView Partners
Minnesota
$586K +$427K +9,000 +269%
BFIM
2064
Beese Fulmer Investment Management
Ohio
$585K -$720K -15,156 -55%
KWM
2065
Kolinsky Wealth Management
New Jersey
$585K -$39.1K -823 -6%
CHAM
2066
Clear Harbor Asset Management
Connecticut
$585K -$4.75K -100 -0.8%
LFG
2067
Larson Financial Group
Missouri
$585K +$228K +4,797 +64%
JAFL
2068
Jay A. Fishman Ltd
Michigan
$585K +$4.75K +100 +0.8%
AMM
2069
American Money Management
California
$584K +$475 +10 +0.1%
HP
2070
Hyperion Partners
Pennsylvania
$582K +$3.61K +76 +0.6%
BWAM
2071
Boyd Watterson Asset Management
Ohio
$581K – – –
FWM
2072
Focused Wealth Management
New York
$579K +$3.47K +73 +0.6%
MCM
2073
Monument Capital Management
Virginia
$578K -$478K -10,074 -45%
SIA
2074
Soltis Investment Advisors
Utah
$576K +$95.1K +2,003 +20%
SFA
2075
Souders Financial Advisors
Ohio
$576K -$221K -4,654 -28%
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83
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