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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
2676
Second Half Financial Partners
Florida
$319K +$322K +4,516 New
CCM
2677
Chiron Capital Management
Florida
$319K -$12K -169 -4%
SFG
2678
Socha Financial Group
New York
$319K +$52.9K +743 +20%
TCWM
2679
Total Clarity Wealth Management
Illinois
$319K +$77.2K +1,084 +32%
PFA
2680
Pathway Financial Advisors
Vermont
$319K -$23.5K -330 -7%
DWA
2681
Delos Wealth Advisors
Texas
$318K – – –
BWM
2682
BCGM Wealth Management
Indiana
$318K +$1.64K +23 +0.5%
RWA
2683
Rooted Wealth Advisors
Illinois
$318K +$64.4K +904 +25%
DPI
2684
Diversified Portfolios Inc
Michigan
$318K +$320K +4,497 New
TWPM
2685
Total Wealth Planning & Management
Florida
$318K +$5.49K +77 +2%
AIA
2686
AssuredPartners Investment Advisors
Florida
$318K -$198K -2,778 -38%
CWA
2687
Consilio Wealth Advisors
Washington
$317K +$15.7K +221 +5%
AIM
2688
Athena Investment Management
California
$317K +$14.2K +200 +5%
HFS
2689
Hoge Financial Services
Pennsylvania
$316K +$15.9K +223 +5%
FSG
2690
Financial Strategies Group
Michigan
$314K +$9.54K +134 +3%
RWM
2691
Reston Wealth Management
Virginia
$314K +$2.14K +30 +0.7%
BMD
2692
Better Money Decisions
New Mexico
$313K – – –
S
2693
Sachetta
Massachusetts
$313K +$4.84K +68 +2%
HVIA
2694
Hudson Valley Investment Advisors
New York
$312K – – –
WCG
2695
Weaver Consulting Group
California
$311K +$997 +14 +0.3%
JWS
2696
Juncture Wealth Strategies
Arizona
$311K +$71 +1 +0%
SC
2697
Sepio Capital
Utah
$309K -$9.83K -138 -3%
CVM
2698
Cheviot Value Management
California
$309K – – –
SEP
2699
Southland Equity Partners
Missouri
$309K +$16K +224 +5%
GA
2700
GSG Advisors
New Jersey
$308K +$14K +196 +5%
106 107
108
109 110