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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3576
Castle Wealth Management
Florida
$287K -$366 -1 -0.1%
SWM
3577
Stronghold Wealth Management
Florida
$287K +$306K +835 New
HIC
3578
Harvey Investment Company
Kentucky
$287K – – –
BLFG
3579
Brian Low Financial Group
Louisiana
$286K -$807K -2,202 -73%
MVA
3580
Mount Vernon Associates
Maryland
$286K +$304K +830 New
RDFA
3581
Ritter Daniher Financial Advisory
Ohio
$286K +$51.6K +141 +20%
SA
3582
Stewardship Advisors
Pennsylvania
$286K +$10.6K +29 +4%
TFS
3583
Targeted Financial Services
Florida
$285K +$304K +830 New
GL
3584
Gerber LLC
Ohio
$285K +$366 +1 +0.1%
AIA
3585
Armor Investment Advisors
North Carolina
$285K -$733 -2 -0.2%
EWS
3586
Evergreen Wealth Solutions
Pennsylvania
$285K +$303K +828 New
NEWAS
3587
N.E.W. Advisory Services
Wisconsin
$285K -$733 -2 -0.2%
AFO
3588
Arrowroot Family Office
California
$285K +$83.1K +227 +38%
PFA
3589
Professional Financial Advisors
Nebraska
$284K +$18.7K +51 +7%
OWA
3590
OakTrust Wealth Advisors
Connecticut
$284K +$303K +826 New
SC
3591
Seldon Capital
California
$284K – – –
LSWP
3592
Liberty Square Wealth Partners
Pennsylvania
$284K – – –
SFS
3593
Symphony Financial Services
Ohio
$283K -$175K -479 -37%
MPIA
3594
Milestones Private Investment Advisors
New York
$283K -$1.1K -3 -0.4%
AWP
3595
Abacus Wealth Partners
California
$283K +$48.7K +133 +19%
LIA
3596
Lynx Investment Advisory
District of Columbia
$283K +$4.39K +12 +1%
GFM
3597
GF Fund Management
China
$283K – – –
CAM
3598
Capital Asset Management
Colorado
$283K +$301K +821 New
BAM
3599
Belleair Asset Management
Florida
$282K +$300K +820 New
QWM
3600
QP Wealth Management
New Jersey
$282K +$300K +820 New
142 143
144
145 146