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Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
4751
River Street Advisors
Illinois
$290K – – –
ARA
4752
Approach Retirement Advisors
Alabama
$288K +$292K +437 New
BWM
4753
Buckley Wealth Management
Nevada
$288K +$12K +18 +4%
AIA
4754
Alternative Investment Advisors
Florida
$288K +$94.2K +141 +48%
RPGNY
4755
Retirement Planning Group (New York)
New York
$287K – – –
OA
4756
Oasis Advisors
Iowa
$287K +$290K +435 New
SRC
4757
Shufro Rose & Co
New York
$287K -$179K -268 -38%
BIM
4758
Breakwater Investment Management
Washington
$287K -$2K -3 -0.7%
AWA
4759
AmeriServ Wealth Advisors
Pennsylvania
$287K -$136K -204 -32%
RWM
4760
Raffa Wealth Management
District of Columbia
$286K +$27.4K +41 +10%
UIM
4761
Unified Investment Management
Georgia
$286K +$3.34K +5 +1%
IJWM
4762
Inman Jager Wealth Management
Mississippi
$285K -$5.34K -8 -2%
LC
4763
Lavaca Capital
Texas
$285K – – –
MFT
4764
Moisand Fitzgerald Tamayo
Florida
$285K +$44.1K +66 +18%
SWAG
4765
Spectrum Wealth Advisory Group
California
$284K +$72.8K +109 +34%
CP
4766
Capital Planning
Washington
$284K – – –
JF
4767
Joule Financial
Kentucky
$284K -$180K -269 -39%
AFM
4768
Armstrong Fleming & Moore
District of Columbia
$283K -$668 -1 -0.2%
BCM
4769
Bannerstone Capital Management
Minnesota
$283K +$286K +428 New
COFSG
4770
Carbahal Olsen Financial Services Group
California
$283K +$3.34K +5 +1%
AOWM
4771
Alpha Omega Wealth Management
Virginia
$282K – – –
EF
4772
Exeter Financial
Arizona
$282K – – –
MTC
4773
McDaniel Terry & Co
Texas
$281K -$584K -874 -67%
FFWA
4774
Forthright Family Wealth Advisory
Texas
$281K -$38.1K -57 -12%
BMA
4775
Brooks Moore & Associates
Tennessee
$281K +$284K +426 New
189 190
191
192 193