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Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
3126
Capstone Triton Financial Group
Oklahoma
$405K – – –
DJYG
3127
David J. Yvars Group
Florida
$405K – – –
EIA
3128
Eldridge Investment Advisors
New Hampshire
$404K – – –
AFO
3129
Arrowroot Family Office
California
$404K -$7.29K -20 -2%
SHFA
3130
SS&H Financial Advisors
Michigan
$403K +$88.3K +242 +32%
IWP
3131
IAG Wealth Partners
Wisconsin
$402K +$138K +377 +61%
NCM
3132
Northwest Capital Management
Oregon
$401K – – –
WWM
3133
Whalen Wealth Management
Nevada
$401K +$361K +989 New
RWM
3134
Revisor Wealth Management
Ohio
$400K +$7.29K +20 +2%
AWM
3135
Ameliora Wealth Management
Switzerland
$400K – – –
OWP
3136
ORG Wealth Partners
Texas
$400K +$360K +986 New
LI
3137
LVZ Inc
Michigan
$398K – – –
BFW
3138
Brady Family Wealth
Missouri
$398K +$126K +346 +54%
PSF
3139
Pacific Sun Financial
California
$396K -$25.5K -70 -7%
AWA
3140
Aletheian Wealth Advisors
Washington
$395K +$4.74K +13 +1%
FPCG
3141
Forum Private Client Group
Indiana
$395K – – –
LD
3142
Lipe & Dalton
New York
$393K – – –
HFS
3143
HBC Financial Services
Washington
$392K – – –
SFS
3144
Security Financial Services
Indiana
$392K +$19.3K +53 +6%
CWM
3145
Campbell Wealth Management
Virginia
$391K +$352K +965 New
CIC
3146
Chase Investment Counsel
Virginia
$390K +$10.9K +30 +3%
RRA
3147
Round Rock Advisors
Connecticut
$388K -$1.4M -3,852 -80%
G
3148
GenTrust
Florida
$387K +$71.9K +197 +26%
HA
3149
Hanover Advisors
South Carolina
$387K – – –
FDDB
3150
Fidelity D&D Bancorp
Pennsylvania
$386K -$8.02K -22 -2%
124 125
126
127 128