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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2326
Fi3 Financial Advisors
Indiana
$697K -$16.5K -67 -3%
KCPG
2327
Kavar Capital Partners Group
Kansas
$697K +$36K +146 +6%
PWA
2328
Physician Wealth Advisors
Utah
$697K +$20.7K +84 +4%
WBG
2329
Wharton Business Group
Pennsylvania
$696K -$35.8K -145 -6%
PPP
2330
Private Portfolio Partners
New Jersey
$696K +$247 +1 +0%
CAM
2331
Chesapeake Asset Management
New York
$695K -$75.5K -306 -11%
ABLA
2332
Alan B. Lancz & Associates
Ohio
$693K – – –
WLPWM
2333
Walled Lake Planning & Wealth Management
Illinois
$693K -$987 -4 -0.2%
FAFN
2334
First Affirmative Financial Network
Colorado
$692K -$48.4K -196 -8%
BPFA
2335
Barnes Pettey Financial Advisors
Mississippi
$691K – – –
HP
2336
Holowesko Partners
Bahamas
$689K -$1.26M -5,100 -68%
FC
2337
Forte Capital
New York
$687K -$138K -561 -19%
BCG
2338
Breakwater Capital Group
New Jersey
$687K +$84.6K +343 +17%
FTA
2339
Financial & Tax Architects
Missouri
$686K -$185K -749 -24%
PPW
2340
Parcion Private Wealth
Washington
$685K – – –
PCA
2341
Peddock Capital Advisors
Massachusetts
$685K +$11.1K +45 +2%
MA
2342
MBA Advisors
Pennsylvania
$684K -$28.4K -115 -5%
DWM
2343
Dorchester Wealth Management
Quebec, Canada
$683K -$54.3K -220 -8%
PW
2344
Peninsula Wealth
California
$682K -$1.73K -7 -0.3%
AIP
2345
ARS Investment Partners
New York
$681K -$29.1K -118 -5%
CA
2346
CGN Advisors
Kansas
$681K -$23.9K -97 -4%
FWA
2347
FSM Wealth Advisors
Ohio
$680K +$2.22K +9 +0.4%
OFW
2348
Omnia Family Wealth
Florida
$678K -$19.5K -79 -3%
AWM
2349
AAF Wealth Management
Massachusetts
$672K – – –
MHS
2350
M Holdings Securities
Oregon
$671K -$2.47M -10,023 -81%
92 93
94
95 96