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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2826
Arlington Financial Advisors
California
$234K +$239K +2,510 New
TWA
2827
Tandem Wealth Advisors
Arizona
$233K -$7.61K -80 -3%
ST
2828
Spinnaker Trust
Maine
$233K – – –
ONSWM
2829
Old North State Wealth Management
North Carolina
$233K +$20K +210 +9%
ITFISA
2830
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$233K +$66.6K +700 +39%
AFA
2831
AllGen Financial Advisors
Florida
$233K +$238K +2,500 New
ACA
2832
Aspire Capital Advisors
Washington
$233K +$10.5K +110 +5%
SAM
2833
Sherman Asset Management
California
$232K – – –
AWA
2834
ARQ Wealth Advisors
Arizona
$232K +$237K +2,490 New
FPL
2835
Fortress Private Ledger
North Carolina
$232K +$237K +2,490 New
LFS
2836
Legacy Financial Strategies
Kansas
$231K +$15.2K +160 +7%
VWM
2837
Verus Wealth Management
Wisconsin
$230K – – –
FWM
2838
Fonville Wealth Management
Virginia
$230K -$51.4K -540 -18%
LAM
2839
Lewis Asset Management
California
$230K -$36.1K -380 -13%
BTWM
2840
Brass Tax Wealth Management
Ohio
$229K +$234K +2,460 New
SWP
2841
Significant Wealth Partners
Illinois
$228K – – –
WWM
2842
Wiser Wealth Management
Georgia
$228K +$9.51K +100 +4%
RRWA
2843
Rainey & Randall Wealth Advisors
Florida
$228K +$233K +2,450 New
HAIM
2844
Hunter Associates Investment Management
Pennsylvania
$228K -$95.1K -1,000 -29%
BMM
2845
Buffington Mohr McNeal
Idaho
$228K +$16.2K +170 +7%
CFGA
2846
Cambridge Financial Group (Arizona)
Arizona
$227K +$231K +2,430 New
WAM
2847
WNY Asset Management
New York
$227K -$21.9K -230 -9%
AWM
2848
Accel Wealth Management
Iowa
$227K -$2.85K -30 -1%
BSTWA
2849
Blake Schutter Theil Wealth Advisors
Ohio
$226K -$4.75K -50 -2%
RC
2850
Rovin Capital
Arizona
$225K +$229K +2,410 New
112 113
114
115 116