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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4176
Fingerlakes Wealth Management
New York
$391K +$3.74K +37 +1%
AA
4177
AJ Advisors
Tennessee
$391K -$80.3K -794 -20%
BSWM
4178
Boston Standard Wealth Management
Massachusetts
$391K +$27.7K +274 +9%
BSG
4179
Black Swift Group
Colorado
$390K +$12.1K +120 +4%
BIM
4180
Bullseye Investment Management
Ohio
$390K -$172K -1,703 -34%
EW
4181
Element Wealth
Mississippi
$390K -$28.9K -286 -8%
TWM
4182
TMD Wealth Management
Arizona
$389K +$319K +3,151 New
PM
4183
Phraction Management
Connecticut
$387K – – –
TFM
4184
Trademark Financial Management
Minnesota
$385K +$6.07K +60 +2%
PFA
4185
Peak Financial Advisors
Colorado
$385K -$32.6K -322 -9%
SIAM
4186
Sterling Investment Advisors (Missouri)
Missouri
$385K -$185K -1,834 -37%
LG
4187
LaFleur & Godfrey
Michigan
$383K -$50.6K -500 -14%
V
4188
VeraBank
Texas
$383K – – –
CAM
4189
Campion Asset Management
Virginia
$382K – – –
FFIC
4190
First Fiduciary Investment Counsel
Ohio
$381K – – –
AFGAS
4191
Allegiance Financial Group Advisory Services
Virginia
$381K -$76.5K -757 -20%
CCA
4192
Conservest Capital Advisors
Pennsylvania
$379K -$382K -3,780 -90%
EU
4193
Emory University
Georgia
$379K +$2.43K +24 +0.8%
WFPG
4194
Waller Financial Planning Group
Ohio
$378K +$309K +3,061 New
CI
4195
Ceera Investments
Texas
$378K – – –
WWP
4196
Waypoint Wealth Partners
California
$378K – – –
ATC
4197
Advantage Trust Company
Kansas
$378K -$7.08K -70 -2%
GS
4198
Gagnon Securities
New York
$378K -$199K -1,972 -39%
IWM
4199
Integris Wealth Management
California
$378K -$404 -4 -0.1%
AP
4200
Aspect Partners
Virginia
$376K -$15.6K -154 -5%
166 167
168
169 170