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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2301
Marino Stram & Associates
Massachusetts
$398K +$6.23K +23 +2%
PBF
2302
Petix & Botte Financial
California
$398K +$390K +1,438 New
LJHT
2303
Laurie J. Hall Trustee
$397K +$387K +1,429 New
CAIMH
2304
Central Asset Investments & Management Holdings
Hong Kong
$397K +$387K +1,430 New
HSWM
2305
Hubbell Strickland Wealth Management
Louisiana
$393K -$26.8K -99 -7%
TWP
2306
Tempus Wealth Planning
California
$391K – – –
DSAM
2307
Dock Street Asset Management
Florida
$390K – – –
ACWM
2308
Adams Chetwood Wealth Management
North Carolina
$390K +$813 +3 +0.2%
DCM
2309
Davidson Capital Management
Texas
$390K +$380K +1,404 New
BMC
2310
Benin Management Corp
Connecticut
$389K – – –
SWG
2311
Summit Wealth Group
Vermont
$389K – – –
LWA
2312
Lenox Wealth Advisors
New York
$389K +$29.3K +108 +8%
AFG
2313
Affinia Financial Group
Massachusetts
$387K – – –
MWM
2314
Madison Wealth Management
Ohio
$386K – – –
SIC
2315
Samalin Investment Counsel
New York
$386K +$2.17K +8 +0.6%
RCA
2316
Reitz Capital Advisors
Michigan
$386K +$207K +765 +122%
ACM
2317
Armbruster Capital Management
New York
$385K – – –
ECAM
2318
East Coast Asset Management
Massachusetts
$384K – – –
LFA
2319
Lighthouse Financial Advisors
Maryland
$384K +$271 +1 +0.1%
WCM
2320
WealthBridge Capital Management
Ohio
$384K +$13.8K +51 +4%
OC
2321
Oarsman Capital
Wisconsin
$383K -$20.9K -77 -5%
WFA
2322
Wellspring Financial Advisors
Ohio
$383K – – –
TSWM
2323
Triangle Securities Wealth Management
North Carolina
$382K -$10.8K -40 -3%
GPWA
2324
Great Point Wealth Advisors
Massachusetts
$381K – – –
HFP
2325
Holistic Financial Partners
Indiana
$380K -$15.7K -58 -4%
91 92
93
94 95