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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2076
Strategic Financial Concepts
Texas
$233K +$230K +2,144 New
FWM
2077
Forza Wealth Management
Florida
$233K – – –
MAA
2078
Matrix Asset Advisors
New York
$232K – – –
SDWIA
2079
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K -$34.6K -322 -13%
OC
2080
Oarsman Capital
Wisconsin
$232K -$2.15K -20 -0.9%
EGA
2081
E&G Advisors
Texas
$232K – – –
SAM
2082
SP Asset Management
California
$231K -$5.05K -47 -2%
LWM
2083
Lodestone Wealth Management
Washington
$231K +$229K +2,130 New
CSC
2084
Caldwell Sutter Capital
California
$229K -$3.22K -30 -1%
WW
2085
Westshore Wealth
California
$229K – – –
FNT
2086
First Nebraska Trust
Nebraska
$229K +$227K +2,109 New
1W
2087
1776 Wealth
Georgia
$229K – – –
EDRIA
2088
Edmonds Duncan Registered Investment Advisors
Kansas
$228K – – –
BWM
2089
Blossom Wealth Management
California
$228K -$7.74K -72 -3%
FA
2090
Fermata Advisors
California
$227K -$35.7K -332 -14%
S
2091
Sachetta
Massachusetts
$227K +$224K +2,084 New
GFWA
2092
Grey Fox Wealth Advisors
Delaware
$227K -$4.84K -45 -2%
CPA
2093
Cardiff Park Advisors
California
$226K +$224K +2,086 New
TC
2094
Truvestments Capital
Florida
$226K -$31.2K -290 -12%
SIA
2095
Schear Investment Advisers
Ohio
$226K +$224K +2,083 New
OWA
2096
Opal Wealth Advisors
New York
$226K -$68.7K -639 -23%
MHR
2097
Matthew Hamilton Rosenberg
$226K +$19.1K +178 +9%
CRWM
2098
Castle Rock Wealth Management
California
$225K – – –
GIA
2099
GHP Investment Advisors
Colorado
$225K -$15.3K -142 -6%
NPFS
2100
Novak & Powell Financial Services
Florida
$224K +$226K +2,101 New
82 83
84
85 86