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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3276
Allen Wealth Management
North Carolina
$257K +$229K +740 New
SF
3277
Schaeffer Financial
Maryland
$255K +$228K +736 New
CMA
3278
Cedar Mountain Advisors
Oregon
$254K +$2.17K +7 +1%
MF
3279
Montis Financial
Massachusetts
$254K -$1.55K -5 -0.7%
CA
3280
Cortland Associates
Missouri
$254K +$310 +1 +0.1%
GMFG
3281
Greater Midwest Financial Group
Minnesota
$254K +$227K +732 New
AWMG
3282
Alliance Wealth Management Group
New Jersey
$253K +$226K +731 New
MWA
3283
Mills Wealth Advisors
Texas
$253K – – –
AC
3284
Addison Capital
Pennsylvania
$252K +$2.79K +9 +1%
CISOA
3285
Capital Investment Services of America
Wisconsin
$251K +$3.72K +12 +2%
TWA
3286
Tandem Wealth Advisors
Arizona
$251K – – –
BDF
3287
Black Diamond Financial
Maryland
$251K +$225K +725 New
TFO
3288
Tarbox Family Office
California
$251K -$16.1K -52 -7%
GFL
3289
Granite FO LLC
New Hampshire
$251K -$21.1K -68 -9%
WAG
3290
Wheelhouse Advisory Group
Missouri
$250K +$224K +722 New
CFS
3291
CGC Financial Services
Oregon
$250K +$9.29K +30 +4%
CPP
3292
Capasso Planning Partners
South Carolina
$249K +$1.86K +6 +0.8%
AAM
3293
Azzad Asset Management
Virginia
$249K +$12.4K +40 +6%
IIA
3294
Integral Investment Advisors
California
$249K – – –
VCG
3295
Vantage Consulting Group
Virginia
$248K -$9.6K -31 -4%
PPW
3296
Pasadena Private Wealth
California
$248K +$2.79K +9 +1%
TCM
3297
Tradewinds Capital Management
Washington
$248K – – –
AIIMS
3298
Analyst IMS Investment Management Services
Israel
$248K – – –
KWAG
3299
Kiely Wealth Advisory Group
North Carolina
$248K +$217K +700 New
FWA
3300
FOCUS Wealth Advisors
Texas
$248K -$71.5K -231 -24%
130 131
132
133 134