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Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
2626
L.J. Altfest & Co
New York
$283K +$2.75K +10 +0.9%
AMG
2627
Asset Management Group
Connecticut
$282K -$9.35K -34 -3%
SLWS
2628
Swaine & Leidel Wealth Services
Florida
$281K +$32.4K +118 +13%
SC
2629
Slow Capital
California
$280K – – –
DFA
2630
DHJJ Financial Advisors
Illinois
$279K +$288K +1,049 New
FMI
2631
F/M Investments
District of Columbia
$279K +$289K +1,052 New
AAP
2632
Arax Advisory Partners
Colorado
$278K +$2.47K +9 +0.9%
PGA
2633
Portland Global Advisors
Maine
$277K -$51.7K -188 -15%
FA
2634
Fountainhead AM
New Jersey
$276K +$285K +1,038 New
PCH
2635
PGIM Custom Harvest
New Jersey
$274K +$275K +1,000 New
BWM
2636
Birchcreek Wealth Management
Ohio
$274K +$284K +1,033 New
SWP
2637
Summit Wealth Partners
Florida
$274K – – –
KCA
2638
Karn Couzens & Associates
Connecticut
$273K +$282K +1,026 New
HWA
2639
Hilltop Wealth Advisors
North Carolina
$272K – – –
PWM
2640
Purus Wealth Management
California
$271K +$281K +1,021 New
TWP
2641
Treybourne Wealth Planners
Indiana
$270K +$279K +1,015 New
DWP
2642
Destiny Wealth Partners
Florida
$270K +$279K +1,016 New
FFG
2643
Fortem Financial Group
California
$268K -$41.2K -150 -13%
AWM
2644
AllSquare Wealth Management
New York
$268K – – –
HCMNY
2645
Howard Capital Management (New York)
New York
$268K +$8.25K +30 +3%
SFS
2646
Strategic Financial Services
New York
$267K -$61.9K -225 -18%
TA
2647
Trellis Advisors
Washington
$267K +$3.85K +14 +1%
SA
2648
Sicart Associates
New York
$266K – – –
TSS
2649
Thomas Story & Son
Indiana
$266K – – –
AMC
2650
Asset Management Corp
Illinois
$266K +$550 +2 +0.2%
104 105
106
107 108