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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
4501
Lakeshore Financial Planning
Michigan
$347K – – –
BCM
4502
Buckhead Capital Management
Georgia
$346K – – –
DP
4503
Denver PWM
Colorado
$345K +$9.61K +15 +3%
SWA
4504
Strata Wealth Advisors
Texas
$345K -$11.5K -18 -3%
ACM
4505
Armbruster Capital Management
New York
$344K – – –
JGIA
4506
Jackson Grant Investment Advisers
Connecticut
$344K +$16K +25 +4%
DA
4507
Detalus Advisors
Missouri
$344K -$7.69K -12 -2%
OPF
4508
Old Peak Finance
North Carolina
$344K +$92.9K +145 +32%
MWA
4509
MFA Wealth Advisors
Pennsylvania
$344K -$22.4K -35 -6%
EAMH
4510
Eurizon Asset Management Hungary
$343K – – –
FAM
4511
Forte Asset Management
New York
$343K – – –
DI
4512
DDFG Inc
California
$343K +$1.92K +3 +0.5%
AWM
4513
Altus Wealth Management
Kentucky
$342K +$9.61K +15 +3%
KP
4514
Kitching Partners
Pennsylvania
$342K +$50K +78 +15%
BIS
4515
BG Investment Services
Guam
$342K +$7.69K +12 +2%
RIA
4516
RPG Investment Advisory
California
$342K +$25.6K +40 +7%
BW
4517
Bravera Wealth
North Dakota
$342K +$44.2K +69 +13%
BAM
4518
BLKBRD Asset Management
Connecticut
$342K -$3.45M -5,377 -90%
WA
4519
WealthTrust Axiom
Pennsylvania
$341K +$37.2K +58 +11%
OIC
4520
Orion Investment Company
Missouri
$340K – – –
DWM
4521
Dopkins Wealth Management
New York
$340K +$58.3K +91 +18%
FB
4522
First Bancorp
Maine
$340K -$32.7K -51 -8%
SCI
4523
Silver Coast Investments
United States
$340K – – –
SF
4524
Slagle Financial
Illinois
$339K +$41K +64 +12%
CWM
4525
Challenger Wealth Management
California
$338K +$8.33K +13 +2%
179 180
181
182 183