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Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
3126
Novak & Powell Financial Services
Florida
$326K +$292K +942 New
SCA
3127
Southern Capital Advisors
Tennessee
$326K -$67.2K -217 -19%
GWWM
3128
Great Waters Wealth Management
Minnesota
$326K -$12.7K -41 -4%
TA
3129
TrueWealth Advisors
Alabama
$325K -$21.4K -69 -7%
WHCI
3130
W.H. Cornerstone Investments
Massachusetts
$325K +$1.86K +6 +0.6%
MWA
3131
Monograph Wealth Advisors
California
$324K +$17K +55 +6%
AWP
3132
Abacus Wealth Partners
California
$324K +$290K +936 New
FA
3133
FSA Advisors
Michigan
$324K +$290K +936 New
FRA
3134
Front Row Advisors
California
$324K -$6.81K -22 -2%
EWM
3135
Elevatus Welath Management
New York
$324K +$289K +934 New
PCM
3136
Poehling Capital Management
Wisconsin
$324K +$619 +2 +0.2%
AAM
3137
Augustine Asset Management
Florida
$323K -$3.72K -12 -1%
SFS
3138
Strategic Financial Services
New York
$323K – – –
WWP
3139
Waypoint Wealth Partners
California
$323K +$62.6K +202 +28%
MWM
3140
Mascoma Wealth Management
New Hampshire
$323K -$23.5K -76 -8%
SAW
3141
Signal Advisors Wealth
Michigan
$323K +$288K +931 New
SGWM
3142
Sterling Group Wealth Management
California
$322K – – –
FHWM
3143
Fox Hill Wealth Management
Massachusetts
$322K +$287K +928 New
BRA
3144
Biechele Royce Advisors
Indiana
$321K -$31.3K -101 -10%
PAG
3145
Paladin Advisory Group
Iowa
$321K -$1.55K -5 -0.5%
AFCM
3146
Applied Finance Capital Management
Puerto Rico
$320K -$13.9K -45 -5%
AGC
3147
Aspen Grove Capital
Colorado
$319K +$1.24K +4 +0.4%
MIM
3148
Meridiem Investment Management
United Kingdom
$319K +$285K +921 New
OWM
3149
OneAscent Wealth Management
Alabama
$319K +$43K +139 +18%
CTWM
3150
Cherry Tree Wealth Management
Minnesota
$319K – – –
124 125
126
127 128