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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
5051
OFC Financial Planning
New Jersey
$1.61M – – –
SCM
5052
Sandler Capital Management
New York
$1.61M -$939K -1,873 -36%
BFA
5053
Brown Financial Advisory
Alabama
$1.61M +$25.1K +50 +2%
JMA
5054
J.M. Arbour
Maine
$1.61M +$1.67M +3,329 New
GCM
5055
G2 Capital Management
Ohio
$1.61M +$155K +309 +10%
SFS
5056
Sharp Financial Services
Pennsylvania
$1.61M -$28.6K -57 -2%
HAS
5057
Holland Advisory Services
Florida
$1.61M +$1K +2 +0.1%
NRW
5058
Nova R Wealth
Kansas
$1.6M -$277K -553 -14%
FFG
5059
Fortress Financial Group
Minnesota
$1.6M -$1.5K -3 -0.1%
EWA
5060
Emergent Wealth Advisors
New York
$1.6M +$128K +256 +8%
DFA
5061
Davies Financial Advisors
California
$1.6M -$2.22M -4,431 -57%
RF
5062
RHS Financial
California
$1.59M -$90.2K -180 -5%
ACM
5063
Armbruster Capital Management
New York
$1.59M – – –
RSWA
5064
Robinson Smith Wealth Advisors
Maine
$1.59M -$189K -377 -10%
FH
5065
Financial Harvest
Florida
$1.59M +$111K +221 +7%
JRFS
5066
James Reed Financial Services
Ohio
$1.59M +$27.1K +54 +2%
AA
5067
Aufman Associates
Pennsylvania
$1.59M -$8.52K -17 -0.5%
AA
5068
Alpha Advisors
Virginia
$1.59M -$13.5K -27 -0.8%
DCBT
5069
Dakota Community Bank & Trust
North Dakota
$1.59M +$128K +255 +8%
WC
5070
Weil Company
California
$1.58M -$50.6K -101 -3%
KCM
5071
Kendall Capital Management
Maryland
$1.58M +$488K +974 +43%
GWSA
5072
Global Wealth Strategies & Associates
Colorado
$1.57M +$24.6K +49 +2%
SWA
5073
Sightline Wealth Advisors
Connecticut
$1.57M -$11.5K -23 -0.7%
KL
5074
KilterHowling LLC
Colorado
$1.57M +$62.6K +125 +4%
AWP
5075
Avid Wealth Partners
Texas
$1.57M -$14.5K -29 -0.9%
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