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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4001
Salvus Wealth Management
New Jersey
$680K +$24.7K +37 +4%
AF
4002
Abound Financial
California
$679K -$361K -540 -34%
OCA
4003
Odyssey Capital Advisors
Pennsylvania
$679K +$686K +1,028 New
AIA
4004
Aventus Investment Advisors
Florida
$679K +$6.01K +9 +0.9%
HWA
4005
Heartwood Wealth Advisors
Virginia
$679K +$32.7K +49 +5%
LWPC
4006
Legacy Wealth Partners (Colorado)
Colorado
$678K +$686K +1,027 New
SIG
4007
Spinnaker Investment Group
California
$678K +$48.7K +73 +8%
KB
4008
Kimelman & Baird
New York
$678K – – –
WWG
4009
West Wealth Group
California
$678K -$20K -30 -3%
SFPG
4010
Stonebridge Financial Planning Group
Florida
$676K +$8.01K +12 +1%
SPW
4011
Signet Private Wealth
Illinois
$675K +$682K +1,022 New
EW
4012
Enzi Wealth
Texas
$675K -$4.67K -7 -0.6%
CFCS
4013
CDM Financial Counseling Services
Connecticut
$674K +$682K +1,021 New
FB
4014
Finward Bancorp
Indiana
$674K +$12K +18 +2%
FCM
4015
Family Capital Management
Michigan
$671K +$19.4K +29 +3%
EC
4016
Eaton-Cambridge
Arizona
$671K +$27.4K +41 +4%
CFG
4017
Carter Financial Group
Illinois
$670K -$4.01K -6 -0.6%
HIG
4018
Heritage Investment Group
Florida
$670K +$36.7K +55 +6%
TCM
4019
TD Capital Management
Tennessee
$670K +$28K +42 +4%
RIS
4020
Richmond Investment Services
Wisconsin
$669K -$92.8K -139 -12%
BIA
4021
Bell Investment Advisors
California
$669K -$68.1K -102 -9%
AAMG
4022
AMG Asset Management Group
Georgia
$668K +$676K +1,012 New
SFP
4023
Sterling Financial Planning
New Jersey
$666K -$6.68K -10 -1%
BI
4024
Bolthouse Investments
California
$665K – – –
ACM
4025
Arlington Capital Management
Illinois
$664K -$52.8K -79 -7%
159 160
161
162 163