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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3851
Sovereign Investment Advisors
Arizona
$212K – – –
LWM
3852
Lifetime Wealth Management
Texas
$212K -$15.8K -85 -6%
SPA
3853
Sentinel Pension Advisors
Massachusetts
$212K +$16.8K +90 +9%
FDS
3854
First Dallas Securities
Texas
$212K – – –
PC
3855
Payne Capital
Oregon
$212K – – –
FFIC
3856
First Fiduciary Investment Counsel
Ohio
$212K +$238K +1,278 New
CFP
3857
Comprehensive Financial Planning
Pennsylvania
$212K +$1.3K +7 +0.6%
AAMG
3858
AMG Asset Management Group
Georgia
$211K -$3.16K -17 -1%
MIFH
3859
Migdal Insurance & Financial Holdings
Israel
$211K +$30.9K +166 +15%
JWM
3860
Jacksonville Wealth Management
Florida
$211K +$372 +2 +0.2%
GF
3861
GGM Financials
Ohio
$210K -$77.2K -415 -25%
BWP
3862
BlueStem Wealth Partners
Minnesota
$210K +$6.33K +34 +3%
WWM
3863
Waterway Wealth Management
Texas
$210K -$66.4K -357 -22%
NG
3864
Northstar Group
New York
$210K -$745 -4 -0.3%
EFG
3865
Ehrlich Financial Group
California
$209K +$1.86K +10 +0.8%
CCA
3866
Cypress Capital Advisors
Tennessee
$209K +$372 +2 +0.2%
VWA
3867
VSM Wealth Advisory
Maryland
$209K +$558 +3 +0.2%
RWS
3868
Resolute Wealth Strategies
Mississippi
$209K +$44.5K +239 +23%
TFS
3869
truNorth Financial Services
Pennsylvania
$209K +$29K +156 +14%
SA
3870
Scarborough Advisors
Maryland
$208K +$1.86K +10 +0.9%
FCFC
3871
First Citizens Financial Corp
Iowa
$208K – – –
GA
3872
Goldstein Advisors
Wisconsin
$208K +$45.2K +243 +24%
EWA
3873
Emergent Wealth Advisors
New York
$208K -$17.7K -95 -7%
CCM
3874
Check Capital Management
California
$207K -$18.6K -100 -7%
OAS
3875
Optivise Advisory Services
Tennessee
$207K -$8.56K -46 -4%
153 154
155
156 157