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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3201
Pathway Financial Advisors
Vermont
$417K +$119K +638 +35%
AWMT
3202
AAFMAA Wealth Management & Trust
North Carolina
$417K +$12.1K +65 +3%
CWA
3203
Canvas Wealth Advisors
Kansas
$416K -$15.8K -85 -3%
SPWM
3204
Spartan Planning & Wealth Management
North Carolina
$416K -$313K -1,680 -40%
BGAI
3205
Bruce G. Allen Investments
Colorado
$416K -$15.3K -82 -3%
HWM
3206
HFR Wealth Management
New York
$415K – – –
SAM
3207
Sequent Asset Management
Texas
$415K +$2.42K +13 +0.5%
TCM
3208
TD Capital Management
Tennessee
$415K +$558 +3 +0.1%
AWMG
3209
Alliance Wealth Management Group
New Jersey
$414K -$14K -75 -3%
SI
3210
Seeds Investor
New York
$414K -$23.5K -126 -5%
WFC
3211
Western Financial Corp
California
$414K +$1.49K +8 +0.3%
LG
3212
Leuthold Group
Minnesota
$414K – – –
AP
3213
Appleton Partners
Massachusetts
$413K -$26.2K -141 -5%
SA
3214
SoundView Advisors
Washington
$411K -$27.9K -150 -6%
CA
3215
Clune & Associates
Illinois
$411K +$1.12K +6 +0.2%
RFW
3216
Redwood Family Wealth
Texas
$411K -$10.8K -58 -2%
SWG
3217
Summit Wealth Group
Vermont
$411K -$46.7K -251 -9%
MHB
3218
Midwest Heritage Bank
Iowa
$410K -$18.6K -100 -4%
GSWM
3219
Greenup Street Wealth Management
Michigan
$410K +$2.23K +12 +0.5%
SAM
3220
Seelaus Asset Management
New Jersey
$409K -$648K -3,480 -58%
GRQ
3221
Gardner Russo & Quinn
Pennsylvania
$409K – – –
WH
3222
Willner & Heller
California
$409K +$13.8K +74 +3%
AWA
3223
Argos Wealth Advisors
California
$408K +$51.4K +276 +13%
SP
3224
Sequent Planning
Nebraska
$408K +$1.68K +9 +0.4%
APW
3225
Aventura Private Wealth
Florida
$408K +$40.6K +218 +10%
127 128
129
130 131