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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
2876
Advus Financial Partners
Florida
$209K +$238K +1,442 New
DIS
2877
Diversified Investment Strategies
Louisiana
$208K – – –
JF
2878
Joule Financial
Kentucky
$208K +$238K +1,440 New
FCMC
2879
Founders Capital Management (Connecticut)
Connecticut
$207K – – –
GSAM
2880
Grant Street Asset Management
Pennsylvania
$207K +$236K +1,430 New
KNW
2881
Kesler Norman & Wride
Utah
$206K – – –
LWM
2882
Ledge Wealth Management
Minnesota
$205K – – –
TW
2883
Towerpoint Wealth
California
$205K +$2.15K +13 +0.9%
EWM
2884
Executive Wealth Management
Michigan
$205K +$30.7K +186 +15%
OPWM
2885
Oakwell Private Wealth Management
Texas
$205K +$234K +1,413 New
TPW
2886
Transatlantique Private Wealth
New York
$204K +$232K +1,406 New
AF
2887
AtlasMark Financial
Texas
$203K – – –
SC
2888
Saturna Capital
Washington
$203K – – –
SIAM
2889
Sterling Investment Advisors (Missouri)
Missouri
$203K – – –
MAWCM
2890
Mine & Arao Wealth Creation & Management
California
$203K +$496 +3 +0.2%
BA
2891
Bridge Advisory
California
$203K +$26.9K +163 +13%
APW
2892
Aurora Private Wealth
New Jersey
$202K -$60.5K -366 -21%
BBW
2893
Blue Barn Wealth
Utah
$201K -$91.9K -556 -29%
AA
2894
ACT Advisors
North Carolina
$201K -$8.43K -51 -4%
CCM
2895
Chiron Capital Management
Florida
$200K – – –
ME
2896
McIlrath & Eck
Washington
$197K -$496 -3 -0.2%
BRWM
2897
B. Riley Wealth Management
Tennessee
$194K +$2.34M +14,140 +32%
RDIA
2898
RE Dickinson Investment Advisors
Iowa
$189K – – –
LPP
2899
Life Planning Partners
Florida
$186K – – –
CFG
2900
CKW Financial Group
Hawaii
$185K +$331 +2 +0.2%
114 115
116
117 118