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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2401
Ehrenkranz Partners
New York
$465K – – –
CTC
2402
Cetera Trust Company
Minnesota
$464K – – –
DO
2403
denkapparat Operations
Germany
$464K – – –
SIC
2404
SJS Investment Consulting
Ohio
$463K +$9.08K +29 +2%
IAS
2405
Integrity Advisory Solutions
Texas
$463K +$41.6K +133 +12%
SM
2406
Sciencast Management
New Jersey
$463K -$6.57M -20,986 -94%
HP
2407
Holistic Planning
Texas
$463K +$22.5K +72 +6%
CSF
2408
Capital Squared Financial
Maryland
$463K +$25.7K +82 +7%
JWA
2409
JFS Wealth Advisors
Pennsylvania
$463K -$5.95K -19 -2%
AMG
2410
Asset Management Group
Connecticut
$462K +$313 +1 +0.1%
GIM
2411
Goelzer Investment Management
Indiana
$462K +$65.4K +209 +20%
NECFA
2412
New England Capital Financial Advisors
Connecticut
$462K +$57.6K +184 +17%
CWAF
2413
Core Wealth Advisors (Florida)
Florida
$462K -$105K -336 -21%
RWM
2414
Reston Wealth Management
Virginia
$462K +$79.5K +254 +26%
IAP
2415
Indie Asset Partners
Indiana
$461K -$1.88K -6 -0.5%
AFA
2416
Allium Financial Advisors
Oregon
$461K +$37.6K +120 +11%
GPA
2417
Garrison Point Advisors
California
$460K – – –
KFP
2418
KMG Fiduciary Partners
Ohio
$460K -$30.4K -97 -7%
PWSG
2419
Pacific Wealth Strategies Group
California
$459K – – –
DI
2420
Disciplined Investors
Texas
$459K +$40.4K +129 +12%
BWP
2421
Baldwin Wealth Partners
Massachusetts
$458K +$3.76K +12 +1%
RW
2422
RVW Wealth
California
$458K – – –
BWAM
2423
Boyd Watterson Asset Management
Ohio
$457K – – –
FMP
2424
Financial Management Professionals
Texas
$456K +$1.56K +5 +0.4%
SWP
2425
Semus Wealth Partners
Florida
$455K -$11.6K -37 -3%
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97
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