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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2776
Abacus Wealth Partners
California
$288K -$1.27K -19 -0.5%
TF
2777
Threadgill Financial
Texas
$288K – – –
CFG
2778
Carr Financial Group
Massachusetts
$287K +$20K +300 +8%
AT
2779
American Trust
Kentucky
$287K -$952K -14,253 -78%
PWM
2780
PBMares Wealth Management
Virginia
$287K -$35K -524 -12%
VFP
2781
Verus Financial Partners
Virginia
$287K – – –
BCM
2782
BTC Capital Management
Iowa
$286K -$2.81K -42 -1%
MA
2783
McBroom & Associates
Nevada
$286K – – –
MJP
2784
Michael J. Puzo
$286K – – –
PWM
2785
Partnership Wealth Management
Maryland
$286K – – –
PFP
2786
Paragon Financial Partners
California
$286K +$668 +10 +0.3%
FFC
2787
Frederick Financial Consultants
Maryland
$286K +$19.4K +291 +8%
SBF
2788
Sara-Bay Financial
Florida
$286K – – –
CA
2789
Claris Advisors
Missouri
$286K +$22K +329 +9%
VWM
2790
VanWeelden Wealth Management
Ohio
$285K – – –
E3F
2791
Eight 31 Financial
Texas
$285K -$56.8K -851 -18%
MFS
2792
Miller Financial Services
Michigan
$284K -$47.4K -710 -15%
FFG
2793
Fortem Financial Group
California
$284K -$31.2K -467 -11%
UWS
2794
Unique Wealth Strategies
Illinois
$284K -$50.4K -755 -16%
TFA
2795
Trinity Financial Advisors
Ohio
$283K -$200 -3 -0.1%
BOS
2796
Bank of Stockton
California
$283K -$34.3K -514 -12%
SC
2797
Solstein Capital
California
$283K – – –
FA
2798
FSA Advisors
Michigan
$283K +$264K +3,952 New
CFP
2799
Curran Financial Partners
South Carolina
$282K – – –
MWM
2800
Mindset Wealth Management
Indiana
$281K -$54.7K -819 -17%
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112
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