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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
4026
Precision Wealth Strategies
Missouri
$895K +$87.9K +271 +11%
FS
4027
Ferguson Shapiro
Georgia
$894K +$973 +3 +0.1%
AWM
4028
Aprio Wealth Management
Georgia
$892K -$17.8K -55 -2%
ODFS
4029
O'Donnell Financial Services
California
$886K +$1.3K +4 +0.1%
CFO
4030
Capitol Family Office
Oregon
$882K +$850K +2,623 New
HNWA
4031
Henrickson Nauta Wealth Advisors
Michigan
$882K +$965K +2,977 New
TWP
4032
Tower Wealth Partners
Pennsylvania
$878K -$150K -464 -15%
SAM
4033
Sequent Asset Management
Texas
$877K – – –
SC
4034
Saybrook Capital
North Carolina
$875K +$444K +1,370 +111%
MA
4035
MAS Advisors
Florida
$875K +$836K +2,578 New
RL
4036
Ruffer LLP
United Kingdom
$871K -$40.2K -124 -5%
HAS
4037
Holland Advisory Services
Florida
$871K +$840K +2,590 New
GCL
4038
Gouws Capital LLC
North Carolina
$871K +$840K +2,591 New
SBF
4039
Sara-Bay Financial
Florida
$870K +$182K +560 +28%
SCA
4040
Stuart Chaussee & Associates
California
$866K +$48.3K +149 +6%
JCA
4041
January Capital Advisors
California
$866K +$835K +2,575 New
NRI
4042
NFP Retirement Inc
California
$865K +$40.9K +126 +5%
FI
4043
FIDELIS iM
Oregon
$864K +$648 +2 +0.1%
WFA
4044
West Financial Advisors
Iowa
$859K – – –
BDF
4045
Black Diamond Financial
Maryland
$859K +$80.7K +249 +11%
ACM
4046
Anfield Capital Management
California
$857K +$98.9K +305 +14%
NQWM
4047
Northwest Quadrant Wealth Management
Oregon
$856K +$973 +3 +0.1%
FSG
4048
Financial Strategies Group
Michigan
$855K +$18.5K +57 +2%
RRCM
4049
Rappaport Reiches Capital Management
Illinois
$854K +$90.5K +279 +12%
WCM
4050
Windham Capital Management
Massachusetts
$850K -$477K -1,472 -37%
160 161
162
163 164