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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3726
Joule Financial
Kentucky
$251K +$1.97K +5 +0.8%
CWM
3727
Cherrydale Wealth Management
New Jersey
$251K – – –
AW
3728
Atlas Wealth
Ohio
$250K -$5.5K -14 -2%
PWM
3729
Proathlete Wealth Management
Florida
$250K +$20.1K +51 +9%
PA
3730
Paragon Advisors
Texas
$250K – – –
IPW
3731
IronBridge Private Wealth
Texas
$250K +$1.18K +3 +0.5%
FFG
3732
First Financial Group
North Carolina
$250K -$8.65K -22 -3%
PAG
3733
Paladin Advisory Group
Iowa
$250K -$95.9K -244 -28%
PFM
3734
Patton Fund Management
Texas
$249K – – –
EMC
3735
Everest Management Corp
California
$249K +$12.2K +31 +5%
SWP
3736
Semus Wealth Partners
Florida
$249K -$26.7K -68 -10%
NPFS
3737
Novak & Powell Financial Services
Florida
$248K – – –
CWM
3738
Centric Wealth Management
Illinois
$248K -$163K -415 -39%
ACM
3739
Aspen Capital Management
Idaho
$247K -$11K -28 -4%
AWA
3740
AmeriServ Wealth Advisors
Pennsylvania
$246K -$2.75K -7 -1%
LWM
3741
Luminvest Wealth Management
Arizona
$246K +$239K +607 New
DC
3742
Dahring Cusmano
Michigan
$246K -$5.11K -13 -2%
APIM
3743
Agate Pass Investment Management
Washington
$246K – – –
GRA
3744
Golden Road Advisors
Florida
$246K +$238K +606 New
CCA
3745
Cadent Capital Advisors
Oklahoma
$246K +$238K +606 New
CFA
3746
Camarda Financial Advisors
Florida
$245K +$14.9K +38 +7%
LFA
3747
Level Financial Advisors
New York
$243K +$393 +1 +0.2%
THL
3748
Tillman Hartley LLC
Colorado
$243K -$33K -84 -12%
AFO
3749
Arrowroot Family Office
California
$243K -$86.1K -219 -27%
DCM
3750
Davis Capital Management
Florida
$243K +$236K +599 New
148 149
150
151 152