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Name Holding Trade Value Shares
Change 		Change in
Stake
STFP
3751
Signal Tree Financial Partners
Ohio
$213K – – –
NWAG
3752
Net Worth Advisory Group
Utah
$212K +$210K +579 New
CF
3753
Convergence Financial
Missouri
$212K -$5.79K -16 -3%
VAMG
3754
Voisard Asset Management Group
Michigan
$211K +$208K +576 New
CFO
3755
Custos Family Office
Texas
$211K +$208K +576 New
SWM
3756
Sculati Wealth Management
Michigan
$211K -$34.4K -95 -14%
HIS
3757
Horizon Investment Services
Indiana
$211K -$7.96K -22 -4%
IWM
3758
Integris Wealth Management
California
$211K +$208K +575 New
QWM
3759
Quaker Wealth Management
New Jersey
$210K +$208K +574 New
BC
3760
Brio Consultants
California
$210K +$9.41K +26 +5%
VCWM
3761
Vista Cima Wealth Management
Arizona
$210K +$2.53K +7 +1%
MSCM
3762
McElhenny Sheffield Capital Management
Texas
$210K – – –
SA
3763
SRH Advisors
Kansas
$210K +$362 +1 +0.2%
WFS
3764
Walker Financial Services
Kentucky
$209K +$1.09K +3 +0.5%
AFAS
3765
Acorn Financial Advisory Services
Virginia
$209K -$125K -346 -38%
CA
3766
Clune & Associates
Illinois
$209K – – –
OWM
3767
Opes Wealth Management
California
$209K -$10.5K -29 -5%
B
3768
Bellecapital
Switzerland
$209K – – –
CFA
3769
Camarda Financial Advisors
Florida
$208K -$23.5K -65 -10%
AW
3770
Avion Wealth
Texas
$208K -$1.45K -4 -0.7%
PWM
3771
Proathlete Wealth Management
Florida
$208K +$362 +1 +0.2%
FH
3772
Financial Harvest
Florida
$208K +$205K +567 New
CMAI
3773
Capital Management Associates Inc
Minnesota
$208K -$172K -476 -46%
RCM
3774
Requisite Capital Management
Texas
$207K +$204K +565 New
BF
3775
Baring Financial
Washington
$207K -$7.24K -20 -3%
149 150
151
152 153