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Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
3151
Atlantic Family Wealth
Florida
$348K +$16.3K +104 +5%
KNFPWM
3152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$348K +$470 +3 +0.1%
SFG
3153
Sunburst Financial Group
Alabama
$348K -$4.7K -30 -1%
PIMG
3154
Patriot Investment Management Group
Tennessee
$347K -$18.8K -120 -5%
SLA
3155
Silver Lake Advisory
Utah
$347K -$36.6K -234 -10%
WCAMG
3156
Woodard & Company Asset Management Group
North Carolina
$346K -$7.83K -50 -2%
SGK
3157
Steigerwald Gordon & Koch
Virginia
$346K – – –
ICM
3158
IMS Capital Management
Oregon
$346K -$757K -4,837 -70%
ABLA
3159
Alan B. Lancz & Associates
Ohio
$346K -$54.8K -350 -14%
AFC
3160
AFT Forsyth & Company
Florida
$345K – – –
OQS
3161
Occudo Quantitative Strategies
Florida
$345K +$325K +2,078 New
FFG
3162
Fortem Financial Group
California
$345K -$3.44K -22 -1%
STA
3163
Smith Thornton Advisors
Alabama
$345K +$4.85K +31 +2%
WA
3164
Whipplewood Advisors
Colorado
$344K +$3.76K +24 +1%
KBG
3165
Kahn Brothers Group
New York
$343K +$321K +2,053 New
AWM
3166
Ameliora Wealth Management
Switzerland
$343K -$271K -1,728 -46%
MAM
3167
Marotta Asset Management
Virginia
$342K – – –
TCB
3168
Texas Capital Bancshares
Texas
$341K +$29.1K +186 +10%
SCA
3169
Southern Capital Advisors
Tennessee
$341K +$44.8K +286 +16%
MWS
3170
MFA Wealth Services
California
$340K +$3.91K +25 +1%
SFP
3171
Sterling Financial Planning
New Jersey
$339K +$25.2K +161 +9%
AWP
3172
Abacus Wealth Partners
California
$339K -$49.8K -318 -14%
TCOK
3173
Trust Company of Kansas
Kansas
$338K – – –
SAS
3174
Spurstone Advisory Services
Connecticut
$338K – – –
CWP
3175
Curated Wealth Partners
California
$338K +$316K +2,020 New
125 126
127
128 129