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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
4551
Amicus Financial Advisors
Texas
$366K +$370K +554 New
HWA
4552
Hilltop Wealth Advisors
North Carolina
$365K -$5.34K -8 -1%
DI
4553
Disciplined Investors
Texas
$365K +$22.7K +34 +7%
KFS
4554
Kurt F. Somerville
$365K -$3.34K -5 -0.9%
OCM
4555
Objective Capital Management
Ohio
$365K +$10K +15 +3%
FGC
4556
First Growth Capital
Maryland
$365K +$364K +545 New
JWM
4557
JDH Wealth Management
California
$364K +$32.1K +48 +10%
CB
4558
Centennial Bank
Arkansas
$363K – – –
HP
4559
Highlander Partners
Texas
$363K – – –
NCM
4560
Northwest Capital Management
Oregon
$363K – – –
FDCP
4561
Foster Dykema Cabot & Partners
Massachusetts
$362K -$118K -176 -24%
NOI
4562
Newton One Investments
Delaware
$362K +$668 +1 +0.2%
CW
4563
CrossGen Wealth
North Carolina
$362K +$366K +548 New
VFIC
4564
Valley Forge Investment Consultants
Pennsylvania
$360K -$132K -198 -27%
NI
4565
Natural Investments
California
$360K +$3.34K +5 +0.9%
SLT
4566
St Louis Trust
Missouri
$360K – – –
WAG
4567
Wheelhouse Advisory Group
Missouri
$360K +$84.8K +127 +31%
OBWP
4568
O'Brien Wealth Partners
Massachusetts
$359K – – –
EWM
4569
Elmwood Wealth Management
California
$359K -$2.67K -4 -0.7%
SM
4570
Sciencast Management
New Jersey
$358K +$363K +543 New
ZWA
4571
Zinnia Wealth Advisory
Florida
$357K +$361K +541 New
GCM
4572
Genus Capital Management
British Columbia, Canada
$356K -$5.75M -8,611 -94%
TLFA
4573
True Link Financial Advisors
California
$356K +$361K +540 New
ST
4574
Sageworth Trust
Pennsylvania
$356K -$4.62M -6,915 -93%
TCP
4575
TMB Capital Partners
Arkansas
$355K +$359K +538 New
181 182
183
184 185