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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4026
Foguth Wealth Management
Michigan
$391K +$53.4K +91 +18%
FEM
4027
Fulcrum Equity Management
Texas
$390K -$134K -228 -26%
ICM
4028
Intrepid Capital Management
Florida
$390K -$9.98K -17 -2%
SFS
4029
Security Financial Services
Indiana
$389K +$12.9K +22 +3%
AAM
4030
Augustine Asset Management
Florida
$389K +$59.3K +101 +18%
CF
4031
Claris Financial
Virginia
$389K +$390K +664 New
CA
4032
Calton & Associates
Florida
$389K -$335K -570 -46%
OCFG
4033
O'Connor Financial Group
Illinois
$387K +$5.87K +10 +2%
WMN
4034
Wealth Management Nebraska
Nebraska
$386K +$387K +660 New
SC
4035
Schubert & Co
Texas
$386K +$46.4K +79 +14%
AA
4036
Argent Advisors
Louisiana
$386K +$387K +659 New
AG
4037
Advocate Group
Minnesota
$384K -$106K -181 -22%
BWM
4038
Baron Wealth Management
Michigan
$381K +$21.7K +37 +6%
SWRP
4039
Summit Wealth & Retirement Planning
California
$381K – – –
FCIM
4040
Fairview Capital Investment Management
California
$381K -$67.5K -115 -15%
RFA
4041
ROI Financial Advisors
Oregon
$380K +$62.8K +107 +20%
AFA
4042
Arlington Financial Advisors
California
$380K +$75.7K +129 +25%
HAFS
4043
Hapanowicz & Associates Financial Services
Pennsylvania
$380K +$5.87K +10 +2%
CP
4044
Creekside Partners
California
$379K – – –
NCMW
4045
Northern Capital Management (Washington)
Washington
$379K – – –
LIM
4046
Lathrop Investment Management
Arkansas
$378K +$4.7K +8 +1%
DWM
4047
Defined Wealth Management
Oregon
$378K +$20.5K +35 +6%
CFGA
4048
Cambridge Financial Group (Arizona)
Arizona
$377K -$146K -248 -28%
VP
4049
Verum Partners
North Carolina
$377K +$19.4K +33 +5%
AWA
4050
AmeriServ Wealth Advisors
Pennsylvania
$375K +$376K +640 New
160 161
162
163 164