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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3651
Oldfather Financial Services
Nebraska
$620K – – –
WWM
3652
WJ Wealth Management
Arizona
$619K -$1.16K -5 -0.2%
EPWM
3653
Essex Private Wealth Management
Massachusetts
$616K +$20.4K +88 +3%
AWA
3654
ARQ Wealth Advisors
Arizona
$614K -$28.8K -124 -5%
SWA
3655
Sightline Wealth Advisors
Connecticut
$614K -$6.26K -27 -1%
AL
3656
Arnhold LLC
New York
$613K – – –
FPIS
3657
Financial Planning & Information Services
Wisconsin
$613K +$12.5K +54 +2%
PWP
3658
Personal Wealth Partners
Minnesota
$609K +$58K +250 +11%
PCFFS
3659
Pacific Center for Financial Services
California
$608K -$14.2K -61 -2%
NP
3660
Ninepoint Partners
Ontario, Canada
$607K +$14.2K +61 +2%
TFIPS
3661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$607K -$26.7K -115 -4%
CRIG
3662
Charter Research & Investment Group
Connecticut
$604K +$9.05K +39 +2%
AW
3663
Avion Wealth
Texas
$603K -$153K -659 -20%
OFG
3664
OmniStar Financial Group
North Carolina
$601K -$1.39M -6,012 -70%
FEG
3665
Financial Enhancement Group
Indiana
$600K +$9.74K +42 +2%
FA
3666
Fermata Advisors
California
$599K +$589K +2,540 New
CPWM
3667
Cypress Point Wealth Management
Texas
$598K -$521K -2,244 -47%
AFS
3668
Annapolis Financial Services
Maryland
$596K +$10.7K +46 +2%
NQWM
3669
Northwest Quadrant Wealth Management
Oregon
$596K +$28.8K +124 +5%
NFGCM
3670
Norman Fields Gottscho Capital Management
New York
$595K – – –
MFGP
3671
Marshall Financial Group (Pennsylvania)
Pennsylvania
$594K – – –
SMF
3672
Sterling Manor Financial
New York
$592K -$34.1K -147 -6%
EGWAG
3673
Elwood & Goetz Wealth Advisory Group
Georgia
$592K – – –
DAM
3674
Draper Asset Management
New York
$592K +$13.9K +60 +2%
CRCM
3675
Corbett Road Capital Management
Virginia
$591K -$68K -293 -10%
145 146
147
148 149