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Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
3701
Independent Family Office
New York
$807K +$526K +820 +139%
SFS
3702
Strategic Financial Services
New York
$806K +$7.69K +12 +0.9%
RIS
3703
Richmond Investment Services
Wisconsin
$806K +$253K +395 +39%
WWG
3704
West Wealth Group
California
$806K +$245K +382 +37%
CNB
3705
Camden National Bank
Maine
$804K +$4.49K +7 +0.5%
SAMT
3706
Select Asset Management & Trust
Pennsylvania
$803K +$14.7K +23 +2%
OCM
3707
Osbon Capital Management
Massachusetts
$802K – – –
GG
3708
GenWealth Group
New Jersey
$801K – – –
AWA
3709
Amplius Wealth Advisors
Pennsylvania
$800K -$6.41K -10 -0.7%
HBFP
3710
Henderson Brothers Financial Partners
Pennsylvania
$800K +$897K +1,399 New
BA
3711
Bluesphere Advisors
Pennsylvania
$800K -$520K -811 -37%
NCM
3712
Neumann Capital Management
California
$800K -$10.9K -17 -1%
HA
3713
Hamel Associates
New Jersey
$799K +$186K +290 +26%
KFI
3714
Key Financial Inc
Pennsylvania
$799K +$39.1K +61 +5%
DWA
3715
Dougherty Wealth Advisers
Minnesota
$798K – – –
AFC
3716
Avise Financial Cooperative
California
$797K +$45.5K +71 +5%
CAM
3717
Chesapeake Asset Management
New York
$795K +$4.49K +7 +0.5%
PWP
3718
Phillips Wealth Planners
Mississippi
$793K -$336K -524 -28%
AIA
3719
Accelerate Investment Advisors
California
$792K -$34.6K -54 -4%
SWM
3720
Salvus Wealth Management
New Jersey
$792K +$227K +354 +34%
LJCM
3721
Lee Johnson Capital Management
Texas
$791K -$447K -697 -34%
CA
3722
CapWealth Advisors
Tennessee
$791K -$28.2K -44 -3%
SC
3723
Seldon Capital
California
$791K – – –
FL
3724
FreeGulliver LLC
Louisiana
$790K +$21.8K +34 +3%
SFC
3725
Sprinkle Financial Consultants
Colorado
$789K -$1.28K -2 -0.1%
147 148
149
150 151