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Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
5526
Riverview Trust Company
Washington
$362K – – –
FAM
5527
Frontier Asset Management
Wyoming
$360K -$16.4K -88 -4%
OCM
5528
Orleans Capital Management
Louisiana
$360K +$84.7K +455 +31%
PWM
5529
PTM Wealth Management
United States
$359K – – –
CA
5530
Centennial Advisors
Texas
$357K +$357K +1,917 New
SPL
5531
Smart Portfolios LLC
Washington
$357K – – –
AAM
5532
American Asset Management
Florida
$357K +$138K +741 +63%
OWA
5533
ORBA Wealth Advisors
Illinois
$357K -$400K -2,147 -53%
SWA
5534
ShankerValleau Wealth Advisors
Illinois
$356K – – –
FF
5535
Financial Futures
New Jersey
$356K +$41.5K +223 +13%
MPW
5536
MA Private Wealth
California
$356K +$355K +1,907 New
SFP
5537
Sterling Financial Planning
New Jersey
$355K +$11.9K +64 +3%
AWP
5538
Accretive Wealth Partners
New Jersey
$354K +$21K +113 +6%
ICP
5539
Ironvine Capital Partners
Nebraska
$351K +$350K +1,880 New
LWM
5540
Level Wealth Management
North Carolina
$350K -$84.7K -455 -20%
MI
5541
Moneywise Inc
Virginia
$348K -$7.45K -40 -2%
EFG
5542
Erickson Financial Group
Pennsylvania
$347K -$74.5K -400 -18%
WN
5543
Williams & Novak
California
$347K +$346K +1,860 New
IWC
5544
Infinity Wealth Counsel
Ohio
$347K – – –
VF
5545
Vista Finance
Missouri
$346K +$40.8K +219 +13%
ACA
5546
Adirondack Capital Advisors
New York
$346K +$345K +1,854 New
DIP
5547
Davis Investment Partners
North Carolina
$346K -$6.14K -33 -2%
AFP
5548
ATLas Financial Planning
Georgia
$345K +$345K +1,851 New
VWA
5549
VSM Wealth Advisory
Maryland
$345K +$12.5K +67 +4%
SWIA
5550
Solano Wealth Investment Advisors
California
$344K -$18.6K -100 -5%
220 221
222
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