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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
5376
Carolina Wealth Advisors
South Carolina
$494K +$154K +828 +45%
HFA
5377
Hippocratic Financial Advisors
California
$494K – – –
BMA
5378
Brooks Moore & Associates
Tennessee
$493K +$135K +725 +38%
OLA
5379
Oliver Luxxe Assets
New Jersey
$492K -$138K -740 -22%
SA
5380
Sylvest Advisors
Texas
$491K +$3.54K +19 +0.7%
PIS
5381
POM Investment Strategies
North Carolina
$490K +$182K +976 +59%
GVCM
5382
Global View Capital Management
Wisconsin
$489K -$6.33K -34 -1%
BI
5383
BFI Infinity
Switzerland
$489K – – –
WAM
5384
Wilsey Asset Management
California
$488K -$602K -3,234 -55%
LG
5385
LaFleur & Godfrey
Michigan
$488K – – –
AIM
5386
Alhambra Investment Management
Florida
$488K +$58.8K +316 +14%
OAG
5387
Oakmont Advisory Group
New Mexico
$486K +$485K +2,604 New
WGS
5388
Washington Growth Strategies
District of Columbia
$485K +$56K +301 +13%
TWP
5389
Tower Wealth Partners
Pennsylvania
$485K +$63.5K +341 +15%
PWA
5390
Perspective Wealth Advisors
Colorado
$485K +$484K +2,601 New
HBCM
5391
Heron Bay Capital Management
Michigan
$485K +$78.7K +423 +19%
CRI
5392
Commonwealth Retirement Investments
Virginia
$484K – – –
AFA
5393
Arlington Financial Advisors
California
$484K -$7.45K -40 -2%
CGFA
5394
Colton Groome Financial Advisors
North Carolina
$484K +$39.8K +214 +9%
TFM
5395
Trademark Financial Management
Minnesota
$483K +$372 +2 +0.1%
P
5396
Palladiem
Pennsylvania
$482K +$479K +2,571 New
STB
5397
S&T Bank
Pennsylvania
$481K -$50.8K -273 -10%
MF
5398
Montis Financial
Massachusetts
$480K -$11.4K -61 -2%
DFP
5399
Donalies Financial Planning
District of Columbia
$478K +$477K +2,564 New
VWWMG
5400
Vermillion & White Wealth Management Group
Pennsylvania
$477K +$83.6K +449 +21%
214 215
216
217 218