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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2676
Yoder Wealth Management
California
$278K +$223K +1,312 New
CH
2677
Canton Hathaway
Rhode Island
$278K +$65.6K +385 +42%
TF
2678
Tompkins Financial
New York
$278K – – –
PPW
2679
Presilium Private Wealth
Pennsylvania
$277K +$223K +1,307 New
PFA
2680
Pathway Financial Advisors
Vermont
$277K +$222K +1,306 New
HNW
2681
High Note Wealth
Minnesota
$277K +$222K +1,306 New
EWM
2682
EPG Wealth Management
Georgia
$277K +$222K +1,305 New
FFL
2683
Financial Freedom LLC
Ohio
$277K -$17K -100 -7%
IAG
2684
Investmark Advisory Group
Connecticut
$276K +$222K +1,303 New
LAM
2685
Lountzis Asset Management
Pennsylvania
$276K +$222K +1,301 New
GF
2686
Gries Financial
Ohio
$276K +$222K +1,302 New
GFG
2687
Goldstone Financial Group
Illinois
$276K +$222K +1,301 New
IMOV
2688
Investment Management of Virginia
Virginia
$276K +$221K +1,300 New
FMI
2689
F/M Investments
District of Columbia
$274K +$221K +1,295 New
APC
2690
Aspire Private Capital
North Carolina
$274K +$128K +752 +139%
AWMG
2691
Alliance Wealth Management Group
New Jersey
$274K +$220K +1,293 New
AWM
2692
Aprio Wealth Management
Georgia
$273K +$220K +1,290 New
ECM
2693
EMC Capital Management
Texas
$273K – – –
BBNA
2694
Bremer Bank National Association
Minnesota
$273K -$175K -1,030 -44%
NWM
2695
Northcape Wealth Management
New York
$273K +$219K +1,288 New
HI
2696
Hudock Inc
Pennsylvania
$273K +$219K +1,286 New
FL
2697
Fort LP
Maryland
$272K +$219K +1,285 New
BWM
2698
Brickley Wealth Management
California
$272K +$218K +1,282 New
DE
2699
Day & Ennis
Georgia
$271K +$218K +1,281 New
CA
2700
Centerpoint Advisors
Massachusetts
$271K +$170 +1 +0.1%
106 107
108
109 110