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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3576
Dopkins Wealth Management
New York
$355K +$313K +1,716 New
LIA
3577
LifePlan Investment Advisors
North Carolina
$355K +$24.1K +132 +8%
PF
3578
PlanVest Financial
Maryland
$355K +$312K +1,713 New
HPM
3579
Hoxton Planning & Management
West Virginia
$354K +$6.38K +35 +2%
KWM
3580
KFG Wealth Management
Indiana
$354K -$59.8K -328 -16%
I
3581
INVST
Indiana
$354K -$839K -4,600 -73%
OPWM
3582
Oakwell Private Wealth Management
Texas
$354K +$3.1K +17 +1%
LGG
3583
Luts & Greenleigh Group
Maryland
$353K – – –
FWSM
3584
First Wilshire Securities Management
California
$353K – – –
AWP
3585
Abacus Wealth Partners
California
$353K – – –
RWC
3586
Rare Wolf Capital
Washington
$352K -$111K -608 -26%
LC
3587
Landaas & Company
Wisconsin
$352K +$25.2K +138 +9%
CC
3588
Constitution Capital
Connecticut
$352K -$264K -1,450 -46%
ETS
3589
ESL Trust Services
New York
$352K – – –
CRI
3590
Colonial River Investments
Virginia
$351K -$62.5K -343 -17%
BCIM
3591
Bishop & Co Investment Management
Pennsylvania
$351K – – –
BP
3592
Broadleaf Partners
Ohio
$351K – – –
SNBOSD
3593
Security National Bank of So Dak
Iowa
$351K -$45.6K -250 -13%
LI
3594
LVZ Inc
Michigan
$350K +$7.84K +43 +3%
RTC
3595
Real Talk Capital
Tennessee
$350K -$272K -1,494 -47%
JMA
3596
J.M. Arbour
Maine
$349K +$37.7K +207 +14%
AFT
3597
Alpha Family Trust
California
$349K – – –
SWM
3598
SK Wealth Management
Rhode Island
$349K +$320K +1,755 New
GF
3599
GGM Financials
Ohio
$348K +$2.01K +11 +0.7%
SOAG
3600
Silver Oak Advisory Group
Oregon
$348K – – –
142 143
144
145 146