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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
4701
Alaska Wealth Advisors
Alaska
$274K -$21.8K -34 -7%
AOWM
4702
Alpha Omega Wealth Management
Virginia
$273K +$32.7K +51 +12%
SWM
4703
SFG Wealth Management
Maryland
$273K -$253K -395 -45%
B
4704
BetterWealth
California
$273K +$3.2K +5 +1%
TP
4705
Thayer Partners
Pennsylvania
$273K +$86.5K +135 +39%
SC
4706
Scratch Capital
Idaho
$273K +$305K +476 New
HIA
4707
HTG Investment Advisors
Connecticut
$272K +$305K +476 New
MFA
4708
Millington Financial Advisors
Illinois
$272K +$48.7K +76 +23%
AIA
4709
Alternative Investment Advisors
Florida
$272K +$25K +39 +9%
SR
4710
Swiss Re
Switzerland
$271K – – –
LFA
4711
LifeGuide Financial Advisors
Pennsylvania
$271K +$37.2K +58 +14%
HIW
4712
Holos Integrated Wealth
Pennsylvania
$271K +$50.6K +79 +20%
TPWM
4713
Twelve Points Wealth Management
Massachusetts
$270K -$37.2K -58 -11%
PIMG
4714
Patriot Investment Management Group
Tennessee
$270K -$5.13K -8 -2%
AFP
4715
ATLas Financial Planning
Georgia
$269K – – –
SWK
4716
Stephen W. Kidder
$269K +$38.5K +60 +15%
WC
4717
Woodstock Corp
Massachusetts
$269K +$301K +470 New
SFB
4718
STAR Financial Bank
Indiana
$268K -$87.2K -136 -23%
LFASL
4719
Lugano Financial Advisors SA (LFA)
Switzerland
$268K – – –
LK
4720
Lumbard & Kellner
New Hampshire
$268K – – –
AFP
4721
Arnold Financial Planning
Iowa
$267K +$76.9K +120 +35%
STAS
4722
Strong Tower Advisory Services
Minnesota
$265K -$23.7K -37 -7%
VFM
4723
Vision Financial Markets
Connecticut
$265K +$12.2K +19 +4%
RMC
4724
Resources Management Corp
Connecticut
$265K -$89.7K -140 -23%
CWWM
4725
Curry Webb Wealth Management
Indiana
$265K +$12.2K +19 +4%
187 188
189
190 191