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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
3076
Omnia Family Wealth
Florida
$366K +$126K +811 +52%
PPC
3077
Pennington Partners & Co
Maryland
$366K -$4.03K -26 -1%
RMF
3078
Red Mountain Financial
Colorado
$366K -$6.5K -42 -2%
FFS
3079
Fischer Financial Services
Pennsylvania
$366K -$620K -4,001 -63%
ECM
3080
Eisler Capital Management
United Kingdom
$366K +$167K +1,076 +89%
FWI
3081
Facet Wealth Inc
Maryland
$365K +$98.8K +638 +37%
RFS
3082
Richardson Financial Services
Massachusetts
$365K +$23.4K +151 +7%
ACM
3083
AUA Capital Management
Pennsylvania
$365K – – –
PWA
3084
Provenance Wealth Advisors
Florida
$365K -$3.1K -20 -0.8%
IPW
3085
Intergy Private Wealth
Colorado
$365K +$86.4K +558 +31%
SIS
3086
Strategic Investment Solutions
Illinois
$365K +$774 +5 +0.2%
PFM
3087
Phillips Financial Management
Indiana
$365K +$130K +841 +56%
SP
3088
Sequent Planning
Nebraska
$364K -$4.34K -28 -1%
AWA
3089
Archvest Wealth Advisors
California
$364K -$58.4K -377 -14%
NPPM
3090
North Point Portfolio Managers
Ohio
$363K -$465 -3 -0.1%
EFP
3091
Elser Financial Planning
Indiana
$363K +$4.8K +31 +1%
HWMG
3092
Hurlow Wealth Management Group
Indiana
$363K -$52.7K -340 -13%
AMM
3093
American Money Management
California
$363K -$19.2K -124 -5%
SJL
3094
Shayne & Jacobs LLC
Tennessee
$362K – – –
HFS
3095
Hopwood Financial Services
Virginia
$362K – – –
HFP
3096
Holistic Financial Partners
Indiana
$360K +$39.6K +256 +12%
MCIA
3097
Mountain Capital Investment Advisors
Colorado
$359K +$144K +932 +67%
SAM
3098
Sequent Asset Management
Texas
$358K +$5.42K +35 +2%
CFGA
3099
Cambridge Financial Group (Arizona)
Arizona
$357K – – –
MAM
3100
McLean Asset Management
Virginia
$357K +$26.6K +172 +8%
122 123
124
125 126