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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2551
Holistic Financial Partners
Indiana
$371K +$30.7K +201 +8%
SVCP
2552
Silicon Valley Capital Partners
California
$370K +$393K +2,578 New
SMF
2553
Sterling Manor Financial
New York
$368K +$5.18K +34 +1%
TSWM
2554
Tyler-Stone Wealth Management
Ohio
$366K – – –
DWM
2555
Denver Wealth Management
Colorado
$366K +$49.4K +324 +15%
CAM
2556
Concorde Asset Management
Michigan
$366K +$51.4K +337 +15%
OWA
2557
Opal Wealth Advisors
New York
$365K +$5.18K +34 +1%
SAMT
2558
Select Asset Management & Trust
Pennsylvania
$365K +$25.2K +165 +7%
APW
2559
Acima Private Wealth
Virginia
$364K – – –
IA
2560
Integrity Advisory
Kansas
$364K +$2.75K +18 +0.7%
GM
2561
GeoWealth Management
Illinois
$363K -$154K -1,011 -29%
SIC
2562
SFE Investment Counsel
California
$363K -$7.63K -50 -2%
SA
2563
SRH Advisors
Kansas
$363K – – –
CIP
2564
Capital Insight Partners
Arizona
$362K +$75.5K +495 +24%
FSWA
2565
Financial Synergies Wealth Advisors
Texas
$361K +$40K +262 +12%
AT
2566
American Trust
Kentucky
$361K -$9.15K -60 -2%
SFG
2567
Sovereign Financial Group
Connecticut
$359K -$915 -6 -0.2%
DMC
2568
Drexel Morgan & Co
Pennsylvania
$359K – – –
WA
2569
WestEnd Advisors
North Carolina
$358K -$18.6M -121,851 -98%
WIC
2570
Wilkins Investment Counsel
Massachusetts
$357K -$3.81K -25 -1%
BC
2571
Bridgefront Capital
Texas
$357K +$133K +872 +54%
LSC
2572
Lesa Sroufe & Co
Washington
$354K +$376K +2,465 New
SHJ
2573
Sharkey, Howes & Javer
Colorado
$353K -$46.4K -304 -11%
RCWM
2574
Royal Capital Wealth Management
Indiana
$353K +$1.22K +8 +0.3%
AWP
2575
Abacus Wealth Partners
California
$353K -$1.52K -10 -0.4%
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