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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3126
FMA Wealth Management
Massachusetts
$220K – – –
SCA
3127
Stillwater Capital Advisors
Pennsylvania
$220K – – –
RLH
3128
RD Lewis Holdings
Florida
$220K +$183K +698 New
ANC
3129
Ames National Corp
Iowa
$220K – – –
CIP
3130
Capital Insight Partners
Arizona
$219K – – –
1WM
3131
1900 Wealth Management
Texas
$219K +$203K +775 New
KWA
3132
Kondo Wealth Advisors
California
$219K +$3.67K +14 +2%
AFA
3133
Arlington Financial Advisors
California
$218K – – –
BCG
3134
Bravias Capital Group
New Jersey
$218K +$202K +772 New
GWMIA
3135
Global Wealth Management Investment Advisory
Florida
$218K +$15.7K +60 +8%
BWM
3136
BNC Wealth Management
Oregon
$218K – – –
LFG
3137
Lockerman Financial Group
California
$217K -$11.5K -44 -5%
WFA
3138
Wellspring Financial Advisors
Ohio
$217K +$201K +768 New
OFW
3139
Omnia Family Wealth
Florida
$216K -$8.9K -34 -4%
CP
3140
Capital Planning
Washington
$216K – – –
CSI
3141
Clark & Stuart Inc
Maine
$216K – – –
KG
3142
Kieckhefer Group
Wisconsin
$216K – – –
WFA
3143
West Financial Advisors
Iowa
$216K – – –
AWM
3144
Affinity Wealth Management
Delaware
$216K – – –
HG
3145
Harbor Group
New Hampshire
$216K – – –
FF
3146
Formulate Financial
Florida
$216K +$200K +765 New
KAM
3147
Knightsbridge Asset Management
California
$216K +$200K +764 New
MWM
3148
Maridea Wealth Management
New York
$215K +$199K +759 New
TWM
3149
Tanager Wealth Management
United Kingdom
$214K +$198K +757 New
PCS
3150
Private Client Services
Kentucky
$213K -$55.8K -213 -22%
124 125
126
127 128