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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
2626
Aspen Wealth Strategies
Colorado
$816K -$35.5K -98 -4%
YIM
2627
Yoffe Investment Management
Pennsylvania
$816K +$362 +1 +0%
SN
2628
Sittner & Nelson
Oregon
$815K – – –
TWM
2629
TCFG Wealth Management
California
$814K -$82.5K -228 -9%
FMP
2630
Financial Management Professionals
Texas
$813K -$45.6K -126 -5%
OCPWS
2631
One Charles Private Wealth Services
Massachusetts
$813K +$69.5K +192 +9%
SMF
2632
Scott Marsh Financial
Utah
$812K +$802K +2,216 New
SFWA
2633
Summit Financial Wealth Advisors
Louisiana
$812K +$7.24K +20 +0.9%
PWMA
2634
Pension & Wealth Management Advisors
Massachusetts
$811K – – –
KW
2635
KWB Wealth
California
$810K +$2.9K +8 +0.4%
BKA
2636
Brick & Kyle Associates
Pennsylvania
$809K +$1.09K +3 +0.1%
SFPG
2637
Stonebridge Financial Planning Group
Florida
$807K +$1.09K +3 +0.1%
BA
2638
Ballast Advisors
Minnesota
$805K +$3.62K +10 +0.5%
1IA
2639
1620 Investment Advisors
Massachusetts
$805K +$10.9K +30 +1%
AFCM
2640
Applied Finance Capital Management
Puerto Rico
$805K -$11.2K -31 -1%
DWM
2641
Defined Wealth Management
Oregon
$804K +$19.2K +53 +2%
UIM
2642
Unified Investment Management
Georgia
$803K – – –
ACM
2643
AUA Capital Management
Pennsylvania
$803K – – –
PPWM
2644
Paragon Private Wealth Management
Kentucky
$800K -$14.8K -41 -2%
SCA
2645
Sandy Cove Advisors
Massachusetts
$798K +$77.4K +214 +11%
CFG
2646
Chapman Financial Group
Hawaii
$797K +$787K +2,175 New
JSAM
2647
J. Safra Asset Management
New York
$795K -$52.8K -146 -6%
SNB
2648
Security National Bank
Nebraska
$795K +$4.7K +13 +0.6%
CCP
2649
Cushing Capital Partners
Wisconsin
$795K -$3.98K -11 -0.5%
BWM
2650
Blossom Wealth Management
California
$793K +$14.8K +41 +2%
104 105
106
107 108