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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3751
Marotta Asset Management
Virginia
$1.3M +$42.2K +176 +3%
RIS
3752
Retirement Income Solutions
Michigan
$1.3M -$269K -1,120 -17%
FSG
3753
Financial Strategies Group
Michigan
$1.3M +$94.6K +394 +8%
BHWA
3754
Beacon Harbor Wealth Advisors
Virginia
$1.29M +$1.3M +5,400 New
CG
3755
Clifford Group
Massachusetts
$1.29M +$1.29M +5,393 New
SDAM
3756
Shulman DeMeo Asset Management
New York
$1.29M +$37K +154 +3%
CP
3757
Castleview Partners
Texas
$1.29M +$57.6K +240 +5%
EHAM
3758
Eagle Harbor Asset Management
Washington
$1.29M -$4.8K -20 -0.4%
OWM
3759
Orgel Wealth Management
Wisconsin
$1.29M -$59.5K -248 -4%
LCM
3760
Lewis Capital Management
California
$1.29M – – –
DMBA
3761
Deseret Mutual Benefit Administrators
Utah
$1.28M -$859K -3,581 -40%
OCPWS
3762
One Charles Private Wealth Services
Massachusetts
$1.28M +$71.3K +297 +6%
EL
3763
EMFO LLC
Florida
$1.28M +$720 +3 +0.1%
MWP
3764
Meridian Wealth Partners
Pennsylvania
$1.28M +$20.2K +84 +2%
KWM
3765
Kaydan Wealth Management
Michigan
$1.28M -$17.8K -74 -1%
CF
3766
Copperwynd Financial
Arizona
$1.28M -$60K -250 -4%
LFASL
3767
Lugano Financial Advisors SA (LFA)
Switzerland
$1.28M -$304K -1,266 -19%
TWM
3768
Tolleson Wealth Management
Texas
$1.28M +$29.5K +123 +2%
TI
3769
Truepoint Inc
Ohio
$1.27M -$656K -2,735 -34%
WJA
3770
Willis Johnson & Associates
Texas
$1.27M -$2.4K -10 -0.2%
MCM
3771
Mainstay Capital Management
Michigan
$1.27M +$68.9K +287 +6%
PCWA
3772
Pacific Capital Wealth Advisors
California
$1.27M -$361K -1,505 -22%
DAM
3773
Doheny Asset Management
California
$1.27M -$610K -2,540 -32%
FC
3774
FCA Corp
Texas
$1.26M – – –
CMBA
3775
C.M. Bidwell & Associates
Hawaii
$1.26M -$101K -419 -7%
149 150
151
152 153