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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2076
Westover Capital Advisors
Delaware
$353K – – –
FDDB
2077
Fidelity D&D Bancorp
Pennsylvania
$352K -$54.9K -250 -15%
RS
2078
Rakuten Securities
Japan
$350K +$196K +893 +191%
CWM
2079
Castle Wealth Management
Florida
$350K – – –
LSA
2080
L & S Advisors
California
$350K -$2.02M -9,228 -87%
JTWM
2081
Jackson Thornton Wealth Management
Alabama
$349K +$310K +1,411 New
HIM
2082
Hanlon Investment Management
New Jersey
$349K +$29K +132 +11%
WBWA
2083
William B. Walkup & Associates
South Carolina
$348K – – –
SCA
2084
Sandy Cove Advisors
Massachusetts
$347K – – –
FPW
2085
Fairvoy Private Wealth
Alabama
$347K -$15.8K -72 -5%
BBW
2086
Blue Barn Wealth
Utah
$347K +$24.8K +113 +9%
AA
2087
Alpha Advisors
Virginia
$347K -$12.9K -59 -4%
CWM
2088
Cabot Wealth Management
Massachusetts
$347K -$1.32K -6 -0.4%
FIC
2089
Family Investment Center
Missouri
$346K +$295K +1,345 New
WF
2090
Wayfinding Financial
Washington
$346K -$11.8K -54 -4%
IWM
2091
Integris Wealth Management
California
$345K – – –
MPIA
2092
Mountain Pacific Investment Advisers
Idaho
$345K +$44.5K +203 +18%
MWM
2093
Mindset Wealth Management
Indiana
$345K +$8.56K +39 +3%
KAM
2094
Karani Asset Management
New York
$344K +$293K +1,336 New
SL
2095
Salomon & Ludwin
Virginia
$344K +$56.6K +258 +23%
NFG
2096
Nadler Financial Group
Illinois
$343K +$18.4K +84 +7%
RBWA
2097
RFG - Bristol Wealth Advisors
Massachusetts
$342K -$2.85K -13 -1%
CWA
2098
Consilio Wealth Advisors
Washington
$342K +$14.7K +67 +5%
RW
2099
RVW Wealth
California
$342K +$18.2K +83 +7%
HW
2100
HORAN Wealth
Ohio
$342K +$292K +1,329 New
82 83
84
85 86