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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4726
SFI Advisors
New Jersey
$218K – – –
HFS
4727
Hughes Financial Services
Virginia
$217K +$76.7K +103 +43%
VF
4728
Vawter Financial
Ohio
$217K +$220K +295 New
CWM
4729
Consultiva Wealth Management
Puerto Rico
$217K – – –
GA
4730
Greenspring Advisors
Maryland
$217K +$220K +295 New
AIA
4731
Alternative Investment Advisors
Florida
$216K +$219K +294 New
AA
4732
AF Advisors
California
$215K -$3.72K -5 -2%
EI
4733
EDMP Inc
Florida
$215K +$744 +1 +0.3%
MCM
4734
MontVue Capital Management
Virginia
$215K – – –
JCM
4735
J2 Capital Management
Michigan
$215K +$218K +293 New
KLI
4736
Kelman-Lazarov Inc
Tennessee
$215K +$218K +293 New
AC
4737
ASB Consultores
Florida
$214K -$1.44M -1,929 -87%
PWS
4738
Peloton Wealth Strategists
Indiana
$213K +$3.72K +5 +2%
OKSA
4739
O'Keefe Stevens Advisory
New York
$213K -$3.72K -5 -2%
STB
4740
S&T Bank
Pennsylvania
$213K +$97.5K +131 +82%
NCM
4741
NCM Capital Management
New Jersey
$213K -$744 -1 -0.3%
CPW
4742
Crestmont Private Wealth
Texas
$212K -$20.8K -28 -9%
IDBONY
4743
Israel Discount Bank of New York
New York
$212K -$5.95K -8 -3%
TC
4744
Tenret Company
Florida
$212K – – –
PCMC
4745
Paragon Capital Management (Colorado)
Colorado
$211K – – –
MWPCG
4746
Measured Wealth Private Client Group
New Hampshire
$211K -$202K -271 -49%
FF
4747
Farrell Financial
New York
$211K +$214K +287 New
SFSG
4748
Sound Financial Strategies Group
Mississippi
$211K +$214K +287 New
IPA
4749
Investment Planning Advisors
Georgia
$210K +$213K +286 New
EM
4750
ELCO Management
New York
$209K – – –
188 189
190
191 192