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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
3026
Okabena Investment Services
Minnesota
$313K +$319K +2,000 New
JJBC
3027
James J. Burns & Company
New York
$312K +$15.1K +95 +5%
AWA
3028
Acorn Wealth Advisors
Michigan
$310K +$19.8K +124 +7%
DWS
3029
Dynamic Wealth Strategies
California
$310K -$10K -63 -3%
FFO
3030
Fortitude Family Office
Arizona
$310K +$228K +1,432 +261%
GPW
3031
Gentry Private Wealth
Kansas
$309K +$315K +1,978 New
DA
3032
Dash Acquisitions
California
$309K -$2.87K -18 -0.9%
IWP
3033
Innova Wealth Partners
Pennsylvania
$309K +$12.1K +76 +4%
SCG
3034
Sonata Capital Group
Washington
$309K -$7.97K -50 -2%
SXL
3035
Summit X LLC
Missouri
$308K +$49.6K +311 +19%
SGK
3036
Steigerwald Gordon & Koch
Virginia
$307K -$9.89K -62 -3%
HWMT
3037
Heritage Wealth Management (Texas)
Texas
$307K +$478 +3 +0.2%
WCM
3038
WealthBridge Capital Management
Ohio
$306K +$2.23K +14 +0.7%
STB
3039
S&T Bank
Pennsylvania
$306K – – –
KFSC
3040
Keystone Financial Services (Colorado)
Colorado
$306K -$6.54K -41 -2%
BP
3041
Broadleaf Partners
Ohio
$305K -$11.8K -74 -4%
HC
3042
Henshaw Capital
Massachusetts
$304K – – –
TCB
3043
Texas Capital Bancshares
Texas
$303K -$21.7K -136 -7%
MAM
3044
McLean Asset Management
Virginia
$302K +$17.2K +108 +6%
CA
3045
Claris Advisors
Missouri
$302K -$12.8K -80 -4%
AGA
3046
Arkos Global Advisors
Texas
$302K -$225K -1,412 -42%
AWM
3047
AllSquare Wealth Management
New York
$302K – – –
BDF
3048
Black Diamond Financial
Maryland
$301K +$307K +1,923 New
BWG
3049
Boomfish Wealth Group
Georgia
$300K +$306K +1,920 New
MAM
3050
MMA Asset Management
Pennsylvania
$300K -$11.8K -74 -4%
120 121
122
123 124