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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
5376
Tower Wealth Partners
Pennsylvania
$485K +$63.5K +341 +15%
PWA
5377
Perspective Wealth Advisors
Colorado
$485K +$484K +2,601 New
HBCM
5378
Heron Bay Capital Management
Michigan
$485K +$78.7K +423 +19%
CRI
5379
Commonwealth Retirement Investments
Virginia
$484K – – –
AFA
5380
Arlington Financial Advisors
California
$484K -$7.45K -40 -2%
CGFA
5381
Colton Groome Financial Advisors
North Carolina
$484K +$39.8K +214 +9%
TFM
5382
Trademark Financial Management
Minnesota
$483K +$372 +2 +0.1%
P
5383
Palladiem
Pennsylvania
$482K +$479K +2,571 New
STB
5384
S&T Bank
Pennsylvania
$481K -$50.8K -273 -10%
MF
5385
Montis Financial
Massachusetts
$480K -$11.4K -61 -2%
DFP
5386
Donalies Financial Planning
District of Columbia
$478K +$477K +2,564 New
VWWMG
5387
Vermillion & White Wealth Management Group
Pennsylvania
$477K +$83.6K +449 +21%
FWM
5388
ForthRight Wealth Management
Georgia
$475K +$20.5K +110 +5%
GAM
5389
Gould Asset Management
California
$475K +$189K +1,015 +66%
JGCM
5390
Joseph Group Capital Management
Ohio
$474K +$473K +2,540 New
HWA
5391
Heritage Wealth Architects
Minnesota
$473K +$202K +1,084 +75%
SIAM
5392
Sterling Investment Advisors (Missouri)
Missouri
$469K – – –
AFG
5393
Arkansas Financial Group
Arkansas
$469K +$35.9K +193 +8%
RF
5394
Robinswood Financial
Washington
$467K +$4.47K +24 +1%
IA
5395
Icon Advisers
Colorado
$466K +$465K +2,500 New
FFWA
5396
Forthright Family Wealth Advisory
Texas
$466K -$402K -2,159 -46%
IA
5397
IF Advisors
Texas
$463K +$462K +2,482 New
OFI
5398
Outbound Financial Inc
Colorado
$463K +$83.8K +450 +22%
DAM
5399
Diamant Asset Management
Connecticut
$462K – – –
PP
5400
Pingora Partners
Wyoming
$462K – – –
214 215
216
217 218