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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2551
Blossom Wealth Management
California
$370K +$15.3K +215 +4%
AMCA
2552
Arthur M. Cohen & Associates
Illinois
$370K +$107K +1,500 +40%
NFC
2553
Northstar Financial Companies
Pennsylvania
$370K +$71 +1 +0%
DA
2554
Doliver Advisors
Texas
$369K -$447K -6,279 -55%
SSWM
2555
Strait & Sound Wealth Management
California
$369K -$75.3K -1,057 -17%
AWMM
2556
Aegis Wealth Management (Maryland)
Maryland
$369K – – –
SCM
2557
Silvant Capital Management
Georgia
$369K – – –
NWAG
2558
Net Worth Advisory Group
Utah
$369K +$84.3K +1,183 +29%
MAG
2559
MRA Advisory Group
New Jersey
$368K -$78.1K -1,097 -17%
SDWIA
2560
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$367K – – –
EL
2561
EWA LLC
Pennsylvania
$367K +$95.1K +1,335 +35%
MWS
2562
MFA Wealth Services
California
$366K +$7.05K +99 +2%
CPL
2563
Capital & Planning LLC
Georgia
$366K -$10.1K -142 -3%
SLG
2564
Stanley-Laman Group
Pennsylvania
$365K -$305K -4,280 -45%
VIPI
2565
Vista Investment Partners II
Indiana
$365K +$57.4K +806 +19%
PAA
2566
Peregrine Asset Advisers
Oregon
$365K +$3.85K +54 +1%
IHWM
2567
Iron Horse Wealth Management
Iowa
$365K -$5.34K -75 -1%
BWG
2568
Berry Wealth Group
Texas
$364K +$132K +1,849 +56%
BDA
2569
Borer Denton & Associates
Pennsylvania
$364K – – –
BCM
2570
Buckhead Capital Management
Georgia
$363K – – –
MFC
2571
Morris Financial Concepts
South Carolina
$362K -$233K -3,270 -39%
HA
2572
Huntleigh Advisors
Missouri
$362K -$6.63K -93 -2%
SWM
2573
Sterling Wealth Management
Illinois
$362K +$365K +5,118 New
RC
2574
Rovin Capital
Arizona
$362K -$5.63K -79 -2%
ATFA
2575
All Terrain Financial Advisors
Minnesota
$361K -$14.2K -200 -4%
101 102
103
104 105