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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2676
Inspirion Wealth Advisors
Illinois
$453K +$4.68K +29 +1%
WFM
2677
Wolff Financial Management
Michigan
$453K +$472K +2,925 New
D
2678
Dentgroup
Louisiana
$453K +$473K +2,927 New
ACM
2679
Ategra Capital Management
Virginia
$452K – – –
IF
2680
IRON Financial
Illinois
$452K +$28.1K +174 +6%
PWM
2681
Palumbo Wealth Management
New York
$452K +$81.6K +505 +21%
BAM
2682
Bellevue Asset Management
Washington
$451K -$42.3K -262 -8%
RIM
2683
Rockbridge Investment Management
New York
$451K +$1.78K +11 +0.4%
KOC
2684
Koss-Olinger Consulting
Florida
$450K -$794K -4,917 -63%
TW
2685
Towerpoint Wealth
California
$450K +$43.9K +272 +10%
WFAG
2686
Wescott Financial Advisory Group
Pennsylvania
$449K -$27K -167 -5%
SWM
2687
Sugarloaf Wealth Management
Georgia
$449K – – –
TP
2688
Tranquility Partners
Tennessee
$449K +$16.5K +102 +4%
CFA
2689
Capstone Financial Advisors
Illinois
$449K +$147K +908 +46%
CC
2690
Capital Counsel
New York
$448K -$35.7K -221 -7%
ECAM
2691
East Coast Asset Management
Massachusetts
$448K – – –
ME
2692
McIlrath & Eck
Washington
$446K +$2.1K +13 +0.5%
PGAM
2693
Princeton Global Asset Management
New Jersey
$445K -$4.4M -27,244 -90%
FA
2694
Fermata Advisors
California
$445K +$125K +773 +37%
CRWM
2695
Castle Rock Wealth Management
California
$444K +$152K +940 +41%
OFA
2696
Oak Family Advisors
Illinois
$444K +$463K +2,867 New
RPA
2697
Rock Point Advisors
Vermont
$443K – – –
LCM
2698
Laurion Capital Management
New York
$441K -$38.6M -239,141 -99%
IWN
2699
Independent Wealth Network
Iowa
$441K -$25K -155 -5%
MFG
2700
Magnus Financial Group
New York
$439K -$47.3K -293 -9%
106 107
108
109 110