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Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
3801
Novak & Powell Financial Services
Florida
$224K +$325 +1 +0.2%
GIM
3802
Groesbeck Investment Management
New Jersey
$224K -$7.81K -24 -4%
VBA
3803
von Borstel & Associates
Oregon
$224K -$1.95K -6 -0.9%
MA
3804
Menlo Advisors
California
$224K – – –
AWC
3805
Adamsbrown Wealth Consultants
Kansas
$224K +$206K +634 New
NW
3806
N10 Wealth
Connecticut
$223K +$206K +632 New
FWM
3807
Fonville Wealth Management
Virginia
$223K -$4.23K -13 -2%
NFS
3808
NewCorp Financial Services
Georgia
$222K +$325 +1 +0.2%
SC
3809
Scratch Capital
Idaho
$221K -$13.7K -42 -6%
FWM
3810
Foguth Wealth Management
Michigan
$221K +$216K +663 New
ACM
3811
Absolute Capital Management
Pennsylvania
$221K +$203K +625 New
HP
3812
Highlander Partners
Texas
$220K – – –
PCM
3813
Prelude Capital Management
New York
$220K +$203K +625 New
JF
3814
Joule Financial
Kentucky
$220K -$9.11K -28 -4%
DC
3815
Dorval Corp
Minnesota
$220K -$32.9K -101 -14%
NS
3816
Northland Securities
Minnesota
$220K +$203K +623 New
SWA
3817
Serenus Wealth Advisors
California
$219K – – –
WAG
3818
Wallace Advisory Group
California
$219K +$202K +622 New
SWM
3819
Selective Wealth Management
Virginia
$219K +$210K +646 New
EA
3820
Evergreen Advisors
Tennessee
$219K +$325 +1 +0.2%
APIM
3821
Agate Pass Investment Management
Washington
$219K – – –
AW
3822
Atlas Wealth
Ohio
$218K -$3.9K -12 -2%
TCM
3823
TD Capital Management
Tennessee
$218K -$1.3K -4 -0.6%
TA
3824
TrueWealth Advisors
Alabama
$218K -$651 -2 -0.3%
PAG
3825
Paladin Advisory Group
Iowa
$217K – – –
151 152
153
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