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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2151
Flaharty Asset Management
Florida
$542K -$311K -2,485 -36%
TF
2152
TLWM Financial
Texas
$542K +$22.4K +179 +4%
CA
2153
Crumly & Associates
Illinois
$541K +$159K +1,275 +41%
ONST
2154
Old North State Trust
North Carolina
$539K -$22.4K -179 -4%
ATWA
2155
Arbor Trust Wealth Advisors
Michigan
$539K +$3.13K +25 +0.6%
BWCS
2156
Beirne Wealth Consulting Services
Connecticut
$538K +$542K +4,333 New
CIP
2157
Convergence Investment Partners
Florida
$537K +$20K +160 +4%
GCM
2158
Gladius Capital Management
Illinois
$537K +$541K +4,326 New
AWM
2159
Aprio Wealth Management
Georgia
$534K +$125 +1 +0%
CCP
2160
Cardan Capital Partners
Colorado
$532K -$31.2K -250 -6%
PAM
2161
Peninsula Asset Management
Florida
$531K -$7.5K -60 -1%
MSFP
2162
Mark Sheptoff Financial Planning
Connecticut
$531K – – –
ACA
2163
Aptus Capital Advisors
Alabama
$530K -$74.1K -593 -12%
WPA
2164
Winning Points Advisors
Florida
$527K +$24.9K +199 +5%
VA
2165
Valmark Advisers
Ohio
$525K +$6.25K +50 +1%
RCA
2166
Reitz Capital Advisors
Michigan
$524K +$371K +2,971 +237%
HCA
2167
Hyperion Capital Advisors
New York
$523K +$64K +512 +14%
PPW
2168
Parcion Private Wealth
Washington
$522K -$133K -1,063 -20%
SBWM
2169
Sunflower Bank Wealth Management
Arizona
$521K -$131K -1,050 -20%
SRCM
2170
Swift Run Capital Management
Virginia
$521K – – –
DC
2171
Derby & Company
Massachusetts
$521K +$13.5K +108 +3%
SIM
2172
SSI Investment Management
California
$520K -$16.9K -135 -3%
SWM
2173
Segment Wealth Management
Texas
$519K -$26.7K -214 -5%
ACA
2174
Affinity Capital Advisors
California
$519K +$38.6K +309 +8%
FCFC
2175
First Citizens Financial Corp
Iowa
$516K -$7K -56 -1%
85 86
87
88 89