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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2651
Eclectic Associates
California
$543K +$6.91K +49 +1%
FHWM
2652
Fox Hill Wealth Management
Massachusetts
$543K -$46.1K -327 -8%
CWA
2653
CM Wealth Advisors
Ohio
$542K -$101K -715 -16%
PMSA
2654
Patrick M. Sweeney & Associates
Illinois
$539K +$19K +135 +4%
MA
2655
MJP Associates
Connecticut
$539K -$52.7K -374 -9%
C1AG
2656
Client 1st Advisory Group
Florida
$538K -$112K -796 -17%
PCM
2657
Pointe Capital Management
Michigan
$536K +$18.7K +133 +4%
AWAU
2658
Alliance Wealth Advisors (Utah)
Utah
$536K +$31.3K +222 +6%
SNB
2659
Security National Bank
Nebraska
$535K -$48.9K -347 -8%
OCG
2660
Opus Capital Group
Ohio
$535K – – –
JWWM
2661
Johnson & White Wealth Management
Pennsylvania
$533K -$34.7K -246 -6%
SA
2662
Shilanski & Associates
Alaska
$532K +$3.95K +28 +0.8%
SWA
2663
Strategies Wealth Advisors
Michigan
$532K -$56.7K -402 -10%
WRPWM
2664
Werba Rubin Papier Wealth Management
California
$532K -$106K -753 -17%
WWA
2665
Wisconsin Wealth Advisors
Wisconsin
$531K +$97.4K +691 +23%
PP
2666
Pacifica Partners
Canada
$531K – – –
SL
2667
Summitry LLC
California
$530K +$97.8K +694 +23%
WCP
2668
Wealthcare Capital Partners
Pennsylvania
$529K -$1.41K -10 -0.3%
QPW
2669
Quantum Private Wealth
Florida
$529K +$13.7K +97 +3%
VCS
2670
Vaughan & Co Securities
New Jersey
$529K -$1.13K -8 -0.2%
ODFS
2671
O'Donnell Financial Services
California
$528K – – –
TAM
2672
TCP Asset Management
Ohio
$528K +$28.1K +199 +6%
LODC
2673
Lanham O'Dell & Company
West Virginia
$528K +$2.96K +21 +0.6%
PA
2674
Probity Advisors
Texas
$524K +$11.7K +83 +2%
HSG
2675
Helen Stephens Group
Texas
$523K +$20.4K +145 +4%
105 106
107
108 109