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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3301
Lipe & Dalton
New York
$530K -$46.3K -1,000 -9%
CCP
3302
Clarkston Capital Partners
Michigan
$529K – – –
TCM
3303
Towercrest Capital Management
Pennsylvania
$528K +$15.3K +330 +3%
RRA
3304
Round Rock Advisors
Connecticut
$527K +$38.9K +840 +9%
PPWM
3305
PFG Private Wealth Management
Florida
$525K +$421K +9,080 +590%
TA
3306
Townsend & Associates
Colorado
$524K -$5.1K -110 -1%
GCA
3307
Greenwood Capital Associates
South Carolina
$523K +$45.4K +980 +10%
WWC
3308
Waypoint Wealth Counsel
Georgia
$523K +$2.78K +60 +0.6%
AWM
3309
Aprio Wealth Management
Georgia
$523K +$8.8K +190 +2%
CIR
3310
Clear Investment Research
Georgia
$522K +$25K +540 +5%
TFO
3311
Tarbox Family Office
California
$520K +$3.24K +70 +0.7%
SHF
3312
Stage Harbor Financial
Massachusetts
$520K +$487K +10,510 New
AIA
3313
AIMZ Investment Advisors
California
$520K – – –
ACM
3314
Arcataur Capital Management
Wisconsin
$520K +$487K +10,500 New
SWM
3315
SilverOak Wealth Management
Minnesota
$519K +$486K +10,490 New
RIM
3316
RW Investment Management
Idaho
$519K – – –
FG
3317
Fairman Group
Pennsylvania
$519K +$485K +10,470 New
SFM
3318
Signet Financial Management
New Jersey
$518K -$927 -20 -0.2%
RIA
3319
Retirement Investment Advisors
Oklahoma
$518K -$485K -10,460 -50%
RCI
3320
RS Crum Inc
California
$517K +$38.5K +830 +9%
APW
3321
Acima Private Wealth
Virginia
$516K – – –
AWM
3322
Abound Wealth Management
Tennessee
$513K -$46.3K -1,000 -9%
RIS
3323
Retirement Income Solutions
Michigan
$512K +$21.3K +460 +5%
SAM
3324
Simplify Asset Management
Nevada
$511K +$24.1K +520 +5%
FP
3325
Fiduciary Planning
Florida
$511K +$478K +10,310 New
131 132
133
134 135