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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
5826
Hopwood Financial Services
Virginia
$237K +$244K +1,186 New
MSWM
5827
Master's Wealth Management
Pennsylvania
$237K +$244K +1,186 New
BAM
5828
Belleair Asset Management
Florida
$237K +$243K +1,184 New
SFAM
5829
Sawyer Falduto Asset Management
Illinois
$235K +$4.73K +23 +2%
KPP
5830
Kings Path Partners
Texas
$235K – – –
S4W
5831
Solutions 4 Wealth
Texas
$234K +$241K +1,171 New
PA
5832
Probity Advisors
Texas
$233K +$240K +1,165 New
PF
5833
Prota Financial
Texas
$232K +$241K +1,174 New
HF
5834
Holcombe Financial
Georgia
$232K +$238K +1,158 New
ARA
5835
Approach Retirement Advisors
Alabama
$231K +$238K +1,156 New
TFO
5836
Tarbox Family Office
California
$229K +$235K +1,145 New
TPW
5837
TOP Private Wealth
Connecticut
$229K +$235K +1,143 New
MWML
5838
Morrissey Wealth Management, LLC
Connecticut
$229K +$201K +977 New
HG
5839
Harbor Group
New Hampshire
$229K -$135K -657 -37%
LAM
5840
LECAP Asset Management
United Kingdom
$227K -$1.47M -7,149 -86%
IDBONY
5841
Israel Discount Bank of New York
New York
$227K +$233K +1,132 New
SHJ
5842
Sharkey, Howes & Javer
Colorado
$226K +$233K +1,131 New
PWG
5843
Private Wealth Group
Florida
$226K +$233K +1,131 New
AOWM
5844
Alpha Omega Wealth Management
Virginia
$225K +$231K +1,125 New
ABC
5845
Anchor Bay Capital
California
$225K +$213K +1,035 New
RCP
5846
Roan Capital Partners
Tennessee
$225K -$138K -669 -37%
HHRDM
5847
H&H Retirement Design & Management
Nevada
$225K -$1.85K -9 -0.8%
EF
5848
Entrust Financial
Pennsylvania
$225K -$141K -685 -38%
CTC
5849
Cetera Trust Company
Minnesota
$224K – – –
ACM
5850
Adalta Capital Management
New York
$222K +$228K +1,111 New
232 233
234
235 236