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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3251
Security Financial Services
Indiana
$405K +$15.2K +39 +4%
OWCM
3252
One Wealth Capital Management
Arizona
$404K +$17.9K +46 +4%
HWM
3253
Howard Wealth Management
Connecticut
$404K +$779 +2 +0.2%
PWA
3254
Physician Wealth Advisors
Utah
$403K +$390 +1 +0.1%
GCM
3255
GKV Capital Management
California
$403K -$351K -900 -45%
FA
3256
FSA Advisors
Michigan
$403K +$32K +82 +8%
NAMNJ
3257
NorthStar Asset Management (New Jersey)
New Jersey
$403K +$9.74K +25 +2%
GWWM
3258
Great Waters Wealth Management
Minnesota
$402K -$14.8K -38 -3%
FFA
3259
Frazier Financial Advisors
Ohio
$402K – – –
IWS
3260
Integrity Wealth Solutions
Colorado
$402K +$1.56K +4 +0.4%
HPIA
3261
Hamilton Point Investment Advisors
North Carolina
$402K -$15.2K -39 -3%
FWM
3262
Focused Wealth Management
New York
$402K +$5.85K +15 +1%
ACP
3263
Aveo Capital Partners
Colorado
$402K -$614K -1,575 -59%
NA
3264
Nautilus Advisors
California
$401K +$1.17K +3 +0.3%
VFA
3265
Values First Advisors
Tennessee
$401K -$44.4K -114 -9%
GIM
3266
Groesbeck Investment Management
New Jersey
$401K -$86.1K -221 -17%
FMTCOCP
3267
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$401K -$22.6K -58 -5%
AWA
3268
Adapt Wealth Advisors
Georgia
$401K +$12.5K +32 +3%
FDDB
3269
Fidelity D&D Bancorp
Pennsylvania
$401K -$13.3K -34 -3%
QFPS
3270
Quantum Financial Planning Services
Washington
$400K -$8.57K -22 -2%
AAM
3271
Austin Asset Management
Texas
$400K -$150K -384 -26%
BRWM
3272
Blue Rock Wealth Management
North Carolina
$399K +$111K +286 +36%
BAM
3273
Broyhill Asset Management
North Carolina
$399K – – –
SCM
3274
Sollinda Capital Management
Florida
$399K -$10.5K -27 -2%
CW
3275
Channel Wealth
California
$398K -$26.5K -68 -6%
129 130
131
132 133