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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3226
Cascade Wealth Advisors
Washington
$242K +$230K +1,524 New
OCPWS
3227
One Charles Private Wealth Services
Massachusetts
$242K – – –
VF
3228
VitalStone Financial
Texas
$242K +$15.1K +100 +7%
NF
3229
Norwood Financial
Pennsylvania
$241K +$36.2K +240 +19%
KNW
3230
Kesler Norman & Wride
Utah
$240K – – –
SHWM
3231
Smith & Howard Wealth Management
Georgia
$240K – – –
OPWM
3232
Oakwell Private Wealth Management
Texas
$239K +$3.32K +22 +1%
UWPG
3233
Ullmann Wealth Partners Group
Florida
$238K +$23.1K +153 +11%
AFP
3234
Alpha Financial Partners
Kentucky
$238K +$8.6K +57 +4%
RA
3235
Rise Advisors
New York
$238K +$135K +892 +145%
SCM
3236
Sollinda Capital Management
Florida
$237K -$547K -3,623 -71%
FPIS
3237
Financial Planning & Information Services
Wisconsin
$237K – – –
R
3238
Rebalance
California
$237K -$10.6K -70 -4%
CCM
3239
Check Capital Management
California
$237K – – –
AFA
3240
American Financial Advisors
Georgia
$235K +$1.21K +8 +0.5%
PP
3241
PFS Partners
New Jersey
$235K +$1.21K +8 +0.5%
SCM
3242
Stonehearth Capital Management
Massachusetts
$234K – – –
HPM
3243
Hoxton Planning & Management
West Virginia
$234K +$224K +1,482 New
KA
3244
Kercheville Advisors
Texas
$233K +$223K +1,480 New
FWM
3245
ForthRight Wealth Management
Georgia
$233K +$755 +5 +0.3%
IFA
3246
Interactive Financial Advisors
Illinois
$233K -$136K -900 -38%
ECG
3247
EPIQ Capital Group
California
$231K +$2.26K +15 +1%
4WM
3248
4J Wealth Management
Virginia
$231K – – –
SIA
3249
Strategic Investment Advisors
Michigan
$230K -$20.1K -133 -8%
WFA
3250
Wade Financial Advisory
California
$229K +$219K +1,453 New
128 129
130
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