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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
3326
SS&H Financial Advisors
Michigan
$403K – – –
SLWA
3327
San Luis Wealth Advisors
California
$403K +$391K +994 New
FI
3328
Financial Insights
Washington
$403K +$63.7K +162 +19%
VFP
3329
Verus Financial Partners
Virginia
$403K -$64.1K -163 -14%
FMTCOCP
3330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$402K – – –
MS
3331
Madden Securities
Texas
$402K -$12.6K -32 -3%
CWA
3332
Cura Wealth Advisors
Illinois
$401K -$10.2K -26 -3%
EFG
3333
Embree Financial Group
Illinois
$401K +$11.8K +30 +3%
BA
3334
Bellwether Advisors
Nebraska
$400K +$4.72K +12 +1%
DJYG
3335
David J. Yvars Group
Florida
$399K – – –
IWA
3336
Integrity Wealth Advisors
California
$399K +$145K +368 +57%
VPP
3337
Vertex Planning Partners
Illinois
$399K +$34.6K +88 +10%
LCGC
3338
Legacy Capital Group California
California
$397K +$15.3K +39 +4%
MWP
3339
Madison Wealth Partners
Wisconsin
$397K +$3.54K +9 +0.9%
PPA
3340
Pacific Point Advisors
California
$397K -$3.54K -9 -0.9%
SHFP
3341
Second Half Financial Partners
Florida
$397K -$20.4K -52 -5%
FPGK
3342
Financial Partners Group (Kansas)
Kansas
$396K – – –
PSF
3343
Pacific Sun Financial
California
$395K +$14.5K +37 +4%
GAA
3344
Global Assets Advisory
Florida
$395K +$5.9K +15 +2%
MA
3345
Mezzasalma Advisors
New Jersey
$394K +$125K +317 +48%
MWM
3346
Meadowbrook Wealth Management
New York
$393K +$381K +970 New
LD
3347
Lipe & Dalton
New York
$393K -$19.7K -50 -5%
SAMT
3348
Select Asset Management & Trust
Pennsylvania
$393K – – –
MF
3349
Manchester Financial
California
$393K -$1.97K -5 -0.5%
SWMP
3350
Signature Wealth Management Partners
New Jersey
$392K +$76.3K +194 +25%
132 133
134
135 136