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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2551
AFT Forsyth & Company
Florida
$2.6M -$12.8K -20 -0.4%
FCT
2552
Family Capital Trust
Massachusetts
$2.6M +$23.7K +37 +0.8%
LWM
2553
Liberty Wealth Management
California
$2.6M +$226K +353 +8%
CWG
2554
Crown Wealth Group
North Carolina
$2.6M +$454K +709 +19%
SL
2555
StoryOne LLC
Kansas
$2.6M – – –
GWM
2556
Goldenstone Wealth Management
California
$2.6M +$51.9K +81 +2%
SCM
2557
Sidoxia Capital Management
California
$2.59M +$2.91M +4,536 New
AHL
2558
Abel Hall LLC
Louisiana
$2.59M -$1.19M -1,863 -29%
IPAM
2559
Investment Partners Asset Management
New Jersey
$2.59M +$29.5K +46 +1%
JCFM
2560
JBR Co Financial Management
Oklahoma
$2.59M – – –
NFG
2561
Nadler Financial Group
Illinois
$2.59M -$70.5K -110 -2%
SWP
2562
Semus Wealth Partners
Florida
$2.59M +$511K +797 +21%
BONH
2563
Bank of New Hampshire
New Hampshire
$2.59M +$352K +549 +14%
HPC
2564
Hobart Private Capital
North Carolina
$2.58M -$192K -300 -6%
IC
2565
Inkwell Capital
Florida
$2.58M -$13.5K -21 -0.5%
SCP
2566
Stevens Capital Partners
Nebraska
$2.58M -$61.5K -96 -2%
SMA
2567
Seven Mile Advisory
New Jersey
$2.58M -$1.24M -1,941 -30%
CI
2568
Cherokee Insurance
Michigan
$2.57M – – –
IIC
2569
Integrated Investment Consultants
Michigan
$2.57M -$123K -192 -4%
PFP
2570
Paragon Financial Partners
California
$2.57M +$192K +300 +8%
IFA
2571
Index Fund Advisors
California
$2.57M -$1.09M -1,704 -28%
SSC
2572
Syverson Strege & Co
Iowa
$2.57M -$104K -163 -4%
MIM
2573
Moseley Investment Management
Florida
$2.57M +$54.5K +85 +2%
AC
2574
AXQ Capital
New Jersey
$2.56M +$1.41M +2,195 +96%
HCA
2575
Heck Capital Advisors
Wisconsin
$2.56M +$2.04M +3,177 +244%
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