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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
3176
Verus Financial Partners
Virginia
$429K +$12.3K +34 +3%
OW
3177
Olistico Wealth
Oklahoma
$428K +$362 +1 +0.1%
EMAM
3178
Encompass More Asset Management
California
$426K -$78.2K -216 -16%
JGIA
3179
Jackson Grant Investment Advisers
Connecticut
$426K +$724 +2 +0.2%
CWG
3180
Crown Wealth Group
North Carolina
$426K -$8.32K -23 -2%
AWA
3181
Archvest Wealth Advisors
California
$426K +$5.07K +14 +1%
GIM
3182
Guild Investment Management
California
$425K – – –
SPP
3183
Single Point Partners
Massachusetts
$425K – – –
NFTC
3184
North Forty Two & Co
Oregon
$425K -$1.45K -4 -0.3%
WAG
3185
Wheelhouse Advisory Group
Missouri
$425K -$23.2K -64 -5%
TFA
3186
TPG Financial Advisors
Oregon
$424K +$1.09K +3 +0.3%
FWM
3187
Forza Wealth Management
Florida
$423K -$30.8K -85 -7%
PP
3188
Pingora Partners
Wyoming
$423K – – –
HBS
3189
Howard Bailey Securities
Indiana
$423K -$262K -724 -39%
LFG
3190
Lockerman Financial Group
California
$422K -$1.09K -3 -0.3%
MWM
3191
Mattern Wealth Management
Kansas
$419K – – –
LFP
3192
Leeward Financial Partners
Washington
$419K +$118K +327 +40%
SCM
3193
Seascape Capital Management
New Hampshire
$418K -$4.7K -13 -1%
PCMN
3194
Paradigm Capital Management (Nevada)
Nevada
$418K +$362 +1 +0.1%
BCM
3195
Boreal Capital Management
Florida
$417K +$412K +1,138 New
AR
3196
Apeiron RIA
Texas
$417K -$57.2K -158 -12%
NAMNJ
3197
NorthStar Asset Management (New Jersey)
New Jersey
$416K +$13.4K +37 +3%
C
3198
Croban
Ohio
$416K +$411K +1,135 New
NWM
3199
Nova Wealth Management
Florida
$416K +$1.81K +5 +0.4%
AAMC
3200
Asset Allocation & Management Company
Illinois
$416K – – –
126 127
128
129 130