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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3226
Fragasso Financial Advisors
Pennsylvania
$507K +$6.38K +35 +1%
AWMT
3227
AAFMAA Wealth Management & Trust
North Carolina
$506K +$446K +2,448 New
IG
3228
IFS Group
Pennsylvania
$506K +$446K +2,447 New
AIA
3229
Accelerate Investment Advisors
California
$506K -$11.3K -62 -2%
BWS
3230
Broadway Wealth Solutions
Texas
$506K +$13.5K +74 +3%
NPF
3231
Norris Perne & French
Michigan
$505K +$31.4K +172 +8%
CWM
3232
Capstone Wealth Management
Montana
$504K -$2.73K -15 -0.6%
RIM
3233
RW Investment Management
Idaho
$504K +$444K +2,435 New
SPA
3234
Sound Portfolio Advisors
Connecticut
$503K – – –
VCM
3235
Virtue Capital Management
Tennessee
$503K -$483K -2,649 -53%
MFG
3236
Menard Financial Group
Texas
$503K -$47.4K -260 -10%
SGC
3237
Slocum, Gordon & Co
Rhode Island
$502K – – –
MWM
3238
MinichMacGregor Wealth Management
New York
$501K -$23.5K -129 -5%
FA
3239
Fountainhead AM
New Jersey
$500K +$180K +986 +69%
NPFS
3240
Novak & Powell Financial Services
Florida
$500K +$4.92K +27 +1%
PGWM
3241
Parisi Gray Wealth Management
New Jersey
$499K +$22.6K +124 +5%
PWA
3242
Phoenix Wealth Advisors
North Carolina
$499K – – –
EL
3243
Essex LLC
Illinois
$499K -$365 -2 -0.1%
SW
3244
Solidarity Wealth
Utah
$498K -$12K -66 -3%
KF
3245
K2 Financial
California
$498K +$912 +5 +0.2%
TC
3246
TAGStone Capital
North Carolina
$496K +$437K +2,398 New
WH
3247
Willner & Heller
California
$495K -$7.48K -41 -2%
GCM
3248
Gibraltar Capital Management
Oklahoma
$494K -$30.1K -165 -6%
BGC
3249
Beutel, Goodman & Co
Ontario, Canada
$494K – – –
MAM
3250
McLean Asset Management
Virginia
$494K +$32.8K +180 +8%
128 129
130
131 132