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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5201
Sheridan Capital Management
California
$280K +$261K +1,499 New
SIM
5202
Sterling Investment Management
Arizona
$279K – – –
MIM
5203
Miller Investment Management
Pennsylvania
$279K +$261K +1,495 New
TCM
5204
Twele Capital Management
Minnesota
$279K +$27.9K +160 +12%
S4W
5205
Solutions 4 Wealth
Texas
$279K +$38.3K +220 +17%
SDAM
5206
Shulman DeMeo Asset Management
New York
$278K – – –
HSG
5207
Helen Stephens Group
Texas
$277K +$9.76K +56 +4%
TIA
5208
Tandem Investment Advisors
South Carolina
$276K +$258K +1,480 New
OCM
5209
Orleans Capital Management
Louisiana
$275K -$55.8K -320 -18%
FPCG
5210
Forum Private Client Group
Indiana
$275K -$14.8K -85 -5%
BRIA
5211
Balanced Rock Investment Advisors
Massachusetts
$274K -$28.8K -165 -10%
LWM
5212
Luminvest Wealth Management
Arizona
$273K – – –
HA
5213
HFG Advisors
Ohio
$273K +$30.3K +174 +13%
NFA
5214
Northwest Financial Advisors
Virginia
$273K -$145K -830 -36%
RSWA
5215
Robinson Smith Wealth Advisors
Maine
$273K -$46.2K -265 -15%
HPA
5216
High Probability Advisors
New York
$272K +$254K +1,460 New
GOCP
5217
Great Oak Capital Partners
Massachusetts
$272K +$253K +1,453 New
SG
5218
Sharper & Granite
California
$271K +$13.1K +75 +5%
WW
5219
Winnow Wealth
Texas
$269K +$216K +1,237 +619%
HWA
5220
Heritage Wealth Architects
Minnesota
$268K +$16.9K +97 +7%
RC
5221
Randolph Company
Ohio
$267K – – –
LP
5222
LGL Partners
Pennsylvania
$265K – – –
AFA
5223
AllGen Financial Advisors
Florida
$265K -$22.8K -131 -8%
GFA
5224
Grunden Financial Advisory
Texas
$264K – – –
AIM
5225
Archer Investment Management
Texas
$264K -$18.7K -107 -7%
207 208
209
210 211