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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
2651
FRG Family Wealth Advisors
Washington
$363K +$6.88K +250 +2%
OFG
2652
OmniStar Financial Group
North Carolina
$363K +$38.5K +1,400 +13%
EWM
2653
Elmwood Wealth Management
California
$362K +$339K +12,310 New
SIA
2654
Strategic Investment Advisors
Michigan
$361K +$6.33K +230 +2%
JWA
2655
JFS Wealth Advisors
Pennsylvania
$361K +$27.2K +990 +9%
JGIA
2656
Jackson Grant Investment Advisers
Connecticut
$360K +$6.88K +250 +2%
WP
2657
Wealthspan Partners
Iowa
$360K +$337K +12,250 New
RPCA
2658
Running Point Capital Advisors
California
$359K +$8.26K +300 +3%
WMS
2659
Wealth Management Solutions
Pennsylvania
$359K +$336K +12,210 New
SEA
2660
Stegent Equity Advisors
Texas
$359K +$337K +12,240 New
C
2661
Covestor
United Kingdom
$358K +$335K +12,160 New
UL
2662
Unionview LLC
Washington
$356K +$333K +12,110 New
NF
2663
Nikulski Financial
Iowa
$355K +$332K +12,070 New
SC
2664
Shearwater Capital
Colorado
$354K +$331K +12,020 New
HAIM
2665
Hunter Associates Investment Management
Pennsylvania
$354K +$331K +12,040 New
EWP
2666
Engrave Wealth Partners
Texas
$353K -$2.48K -90 -0.7%
AIA
2667
AIMZ Investment Advisors
California
$353K – – –
BCM
2668
Birch Capital Management
Texas
$353K – – –
BCFD
2669
Boit C.F. David
$353K – – –
NA
2670
Nottingham Advisors
New York
$353K – – –
SIAG
2671
Signet Investment Advisory Group
Rhode Island
$353K – – –
TFM
2672
TFC Financial Management
Massachusetts
$353K +$50.1K +1,820 +18%
FVWA
2673
Foster Victor Wealth Advisors
South Carolina
$353K +$346K +12,590 New
MIM
2674
MTM Investment Management
South Carolina
$352K – – –
IWN
2675
Independent Wealth Network
Iowa
$351K +$41.8K +1,520 +15%
105 106
107
108 109