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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1576
Facet Wealth Inc
Maryland
$2.61M +$978K +3,005 +69%
PNFS
1577
PW Nova Financial Services
Pennsylvania
$2.6M +$133K +410 +6%
AIS
1578
AM Investment Strategies
Tennessee
$2.6M +$621K +1,910 +35%
WCA
1579
Waratah Capital Advisors
Ontario, Canada
$2.6M +$2.4M +7,373 New
NL
1580
NVWM LLC
Pennsylvania
$2.59M +$120K +370 +5%
ATS
1581
Ashton Thomas Securities
New York
$2.59M +$62.8K +193 +3%
HBT
1582
Heartland Bank & Trust
Illinois
$2.59M -$82K -252 -3%
WC
1583
Westerkirk Capital
$2.58M – – –
MCM
1584
Mill Capital Management
North Carolina
$2.57M – – –
PP
1585
PDS Planning
Ohio
$2.57M +$159K +489 +7%
CAM
1586
Clark Asset Management
New Hampshire
$2.57M -$263K -807 -10%
MCM
1587
Masterton Capital Management
New York
$2.57M +$2.37M +7,280 New
RWA
1588
Roberts Wealth Advisors
California
$2.56M +$104K +319 +5%
GWP
1589
Gen-Wealth Partners
Michigan
$2.54M +$181K +557 +8%
HCM
1590
Howard Capital Management
Georgia
$2.53M +$1.08M +3,333 +87%
SFCL
1591
Strengthening Families & Communities LLC
Massachusetts
$2.53M +$28.3K +87 +1%
LTAS
1592
Linden Thomas Advisory Services
North Carolina
$2.53M +$36.4K +112 +2%
AGP
1593
Autumn Glory Partners
Texas
$2.53M +$953K +2,929 +69%
MWM
1594
M3 Wealth Management
Ohio
$2.53M +$6.51K +20 +0.3%
MAWA
1595
Moss Adams Wealth Advisors
Washington
$2.53M -$370K -1,136 -14%
LHC
1596
Little House Capital
Massachusetts
$2.52M +$6.83K +21 +0.3%
CCFM
1597
Clear Creek Financial Management
Washington
$2.52M -$48.8K -150 -2%
DAM
1598
Diamant Asset Management
Connecticut
$2.51M -$760M -2,334,905 -100%
PIM
1599
Pullen Investment Management
Florida
$2.51M +$937K +2,881 +68%
NRI
1600
NFP Retirement Inc
California
$2.51M -$5.86K -18 -0.3%
62 63
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