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Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
3701
Fairview Capital Investment Management
California
$297K – – –
SCM
3702
Sollinda Capital Management
Florida
$297K +$286K +589 New
VP
3703
Verum Partners
North Carolina
$296K -$36.5K -75 -11%
GWWM
3704
Great Waters Wealth Management
Minnesota
$296K +$7.29K +15 +3%
WMA
3705
Wealth Management Associates
New Jersey
$296K – – –
FWA
3706
FOCUS Wealth Advisors
Texas
$295K +$61.7K +127 +28%
FSG
3707
Financial Strategies Group
Michigan
$295K -$1.94K -4 -0.7%
ONSWM
3708
Old North State Wealth Management
North Carolina
$295K +$17.5K +36 +7%
RCM
3709
Rain Capital Management
Oregon
$294K -$4.38K -9 -1%
POIA
3710
Pin Oak Investment Advisors
Texas
$294K +$29.2K +60 +11%
WWP
3711
Waypoint Wealth Partners
California
$294K +$3.89K +8 +1%
HKAM
3712
Horizon Kinetics Asset Management
New York
$293K -$972 -2 -0.3%
SRSA
3713
S.R. Schill & Associates
Washington
$292K – – –
LAS
3714
LWM Advisory Services
Florida
$292K +$3.4K +7 +1%
UFA
3715
US Financial Advisors
Massachusetts
$291K +$48.6K +100 +21%
LWAM
3716
Legacy Wealth Asset Management
Minnesota
$291K -$486 -1 -0.2%
JGIA
3717
Jackson Grant Investment Advisers
Connecticut
$291K – – –
BA
3718
Bridge Advisory
California
$291K +$11.7K +24 +4%
PPW
3719
PACK Private Wealth
Minnesota
$289K +$16.5K +34 +6%
DA
3720
Detalus Advisors
Missouri
$289K +$279K +574 New
SGWM
3721
Sterling Group Wealth Management
California
$289K +$279K +574 New
HGWM
3722
Horst & Graben Wealth Management
Oregon
$289K +$279K +573 New
PWMA
3723
Pension & Wealth Management Advisors
Massachusetts
$288K -$8.26K -17 -3%
MFGP
3724
Marshall Financial Group (Pennsylvania)
Pennsylvania
$288K +$486 +1 +0.2%
JCM
3725
Janney Capital Management
Pennsylvania
$288K -$49.6K -102 -15%
147 148
149
150 151