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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
3576
Yeomans Consulting Group
Georgia
$1.19M +$118K +998 +11%
FI
3577
FWG Investments
Kentucky
$1.19M +$182K +1,537 +19%
KA
3578
Kooman & Associates
Pennsylvania
$1.19M -$52K -440 -4%
WA
3579
WBH Advisory
Maryland
$1.18M +$20K +169 +2%
SWM
3580
SilverOak Wealth Management
Minnesota
$1.18M +$472 +4 +0%
SAM
3581
Simplify Asset Management
Nevada
$1.18M – – –
SHFP
3582
Second Half Financial Partners
Florida
$1.18M +$480K +4,065 +72%
KCM
3583
Kennicott Capital Management
California
$1.18M – – –
FDCP
3584
Foster Dykema Cabot & Partners
Massachusetts
$1.18M +$697K +5,901 +154%
VH
3585
Visionary Horizons
Tennessee
$1.17M +$175K +1,481 +18%
GBA
3586
Garrison Bradford & Associates
New York
$1.17M +$1.14M +9,648 New
GPI
3587
General Partner Inc
Pennsylvania
$1.17M – – –
IWA
3588
Inspirion Wealth Advisors
Illinois
$1.17M +$97.9K +829 +9%
IAS
3589
Investment Advisory Services
Texas
$1.17M -$214K -1,812 -16%
AAM
3590
Augustine Asset Management
Florida
$1.17M +$17.6K +149 +2%
DCM
3591
Delta Capital Management
New Jersey
$1.17M -$541K -4,580 -32%
CH
3592
Canton Hathaway
Rhode Island
$1.17M +$48.4K +410 +4%
TCM
3593
Tandem Capital Management
New Jersey
$1.17M +$257K +2,175 +29%
AMBIA
3594
Allen Mooney & Barnes Investment Advisors
Georgia
$1.16M -$98.9K -837 -8%
AM
3595
Atwater Malick
Pennsylvania
$1.16M +$2.95K +25 +0.3%
VBWMG
3596
Von Berge Wealth Management Group
California
$1.16M -$146K -1,240 -13%
GAM
3597
GEM Asset Management
Michigan
$1.16M +$464K +3,930 +76%
AWA
3598
Adapt Wealth Advisors
Georgia
$1.16M -$23.6K -200 -2%
WCM
3599
Windward Capital Management
California
$1.16M +$1.13M +9,530 New
SWRP
3600
Summit Wealth & Retirement Planning
California
$1.15M -$193K -1,638 -15%
142 143
144
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