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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2651
RVW Wealth
California
$364K +$341K +12,390 New
FFWA
2652
FRG Family Wealth Advisors
Washington
$363K +$6.88K +250 +2%
OFG
2653
OmniStar Financial Group
North Carolina
$363K +$38.5K +1,400 +13%
EWM
2654
Elmwood Wealth Management
California
$362K +$339K +12,310 New
SIA
2655
Strategic Investment Advisors
Michigan
$361K +$6.33K +230 +2%
JWA
2656
JFS Wealth Advisors
Pennsylvania
$361K +$27.2K +990 +9%
JGIA
2657
Jackson Grant Investment Advisers
Connecticut
$360K +$6.88K +250 +2%
WP
2658
Wealthspan Partners
Iowa
$360K +$337K +12,250 New
RPCA
2659
Running Point Capital Advisors
California
$359K +$8.26K +300 +3%
WMS
2660
Wealth Management Solutions
Pennsylvania
$359K +$336K +12,210 New
SEA
2661
Stegent Equity Advisors
Texas
$359K +$337K +12,240 New
C
2662
Covestor
United Kingdom
$358K +$335K +12,160 New
UL
2663
Unionview LLC
Washington
$356K +$333K +12,110 New
NF
2664
Nikulski Financial
Iowa
$355K +$332K +12,070 New
SC
2665
Shearwater Capital
Colorado
$354K +$331K +12,020 New
HAIM
2666
Hunter Associates Investment Management
Pennsylvania
$354K +$331K +12,040 New
EWP
2667
Engrave Wealth Partners
Texas
$353K -$2.48K -90 -0.7%
AIA
2668
AIMZ Investment Advisors
California
$353K – – –
BCM
2669
Birch Capital Management
Texas
$353K – – –
BCFD
2670
Boit C.F. David
$353K – – –
NA
2671
Nottingham Advisors
New York
$353K – – –
SIAG
2672
Signet Investment Advisory Group
Rhode Island
$353K – – –
TFM
2673
TFC Financial Management
Massachusetts
$353K +$50.1K +1,820 +18%
FVWA
2674
Foster Victor Wealth Advisors
South Carolina
$353K +$346K +12,590 New
MIM
2675
MTM Investment Management
South Carolina
$352K – – –
105 106
107
108 109