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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2926
Walser Wealth Management
Florida
$311K +$52.3K +662 +21%
TSWM
2927
Triangle Securities Wealth Management
North Carolina
$310K -$25.7K -325 -8%
IRP
2928
Investment Research Partners
Pennsylvania
$310K +$82.3K +1,042 +38%
5SA
2929
5th Street Advisors
Connecticut
$309K – – –
PJSIMP
2930
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K – – –
IA
2931
Insight Advisors
Pennsylvania
$308K +$3.79K +48 +1%
FEM
2932
Fulcrum Equity Management
Texas
$307K -$9.79K -124 -3%
IF
2933
IRON Financial
Illinois
$306K +$474 +6 +0.2%
EPM
2934
Elm Partners Management
Pennsylvania
$306K +$65.4K +828 +28%
AWG
2935
Altus Wealth Group
Colorado
$306K +$12.5K +158 +4%
NWA
2936
Navis Wealth Advisors
New York
$305K +$1.26K +16 +0.4%
CWG
2937
Crown Wealth Group
North Carolina
$305K -$1.03K -13 -0.3%
DI
2938
Disciplined Investments
Oklahoma
$305K +$14.6K +185 +5%
AA
2939
Aufman Associates
Pennsylvania
$305K -$4.19K -53 -1%
FWM
2940
Focused Wealth Management
New York
$305K +$296K +3,748 New
DW
2941
Dodds Wealth
Colorado
$305K – – –
LKBC
2942
L.K. Benson & Company
Maryland
$305K – – –
CIA
2943
CCM Investment Advisers
South Carolina
$304K -$18.6K -236 -6%
IWN
2944
Independent Wealth Network
Iowa
$303K -$395 -5 -0.1%
WFA
2945
Wellspring Financial Advisors
Ohio
$302K -$132K -1,670 -11%
RBC
2946
Roble Belko & Company
Pennsylvania
$302K -$553 -7 -0.2%
DA
2947
Dillon & Associates
Michigan
$302K +$79 +1 +0%
SWP
2948
Strategic Wealth Partners
Ohio
$301K +$2.76K +35 +1%
IWM
2949
Integris Wealth Management
California
$301K +$74.2K +939 +34%
DA
2950
Doliver Advisors
Texas
$301K – – –
116 117
118
119 120