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Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
3101
Fusion Family Wealth
New York
$218K +$231K +641 New
TIA
3102
Tandem Investment Advisors
South Carolina
$218K +$231K +642 New
AW
3103
Avion Wealth
Texas
$217K – – –
CA
3104
CapWealth Advisors
Tennessee
$217K – – –
AWM
3105
Aprio Wealth Management
Georgia
$217K +$12.6K +35 +6%
WFPG
3106
Waller Financial Planning Group
Ohio
$216K – – –
VFPI
3107
Vantage Financial Partners (Illinois)
Illinois
$214K – – –
MHIC
3108
Marble Harbor Investment Counsel
Massachusetts
$214K +$15.8K +44 +8%
HDIM
3109
Hanson & Doremus Investment Management
Vermont
$214K +$25.2K +70 +12%
LA
3110
LexAurum Advisors
Kansas
$213K +$226K +627 New
SC
3111
Soundwatch Capital
Connecticut
$213K +$226K +628 New
SFP
3112
Strategic Financial Planning
Texas
$212K – – –
TCOK
3113
Trust Company of Kansas
Kansas
$211K -$8.64K -24 -4%
AOG
3114
Alpha Omega Group
Virginia
$210K – – –
TC
3115
Tenret Company
Florida
$210K – – –
GG
3116
Greenwood Gearhart
Arkansas
$210K +$223K +618 New
PH
3117
Pinnacle Holdings
Oklahoma
$210K +$223K +618 New
SPI
3118
Santori & Peters Inc
Pennsylvania
$209K – – –
AAM
3119
Autus Asset Management
Arizona
$207K -$12.6K -35 -5%
CCMINC
3120
Cardinal Capital Management Inc (North Carolina)
North Carolina
$207K – – –
NI
3121
NFC Investments
Tennessee
$206K -$81K -225 -27%
SWM
3122
Soundmark Wealth Management
Washington
$206K -$47.2K -131 -18%
MFP
3123
Meridian Financial Partners
Virginia
$206K – – –
TFA
3124
Toth Financial Advisory
Virginia
$206K +$11.5K +32 +6%
TC
3125
Tatro Capital
Kentucky
$205K -$833K -2,312 -79%
123 124
125
126 127