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Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
1926
Encompass More Asset Management
California
$243K +$214K +2,497 New
AWM
1927
Aprio Wealth Management
Georgia
$243K -$44.3K -516 -17%
OFW
1928
Omnia Family Wealth
Florida
$242K +$213K +2,483 New
KCFA
1929
Key Client Fiduciary Advisors
New Jersey
$242K +$213K +2,481 New
CAM
1930
Cozad Asset Management
Illinois
$241K +$212K +2,474 New
RHJA
1931
Rice Hall James & Associates
California
$241K +$212K +2,468 New
WDG
1932
Wealth Dimensions Group
Ohio
$240K +$211K +2,465 New
BWL
1933
Bogart Wealth LLC
Virginia
$238K -$4.12M -48,024 -95%
GJCM
1934
Grand Jean Capital Management
California
$238K +$210K +2,443 New
YWS
1935
Yarger Wealth Strategies
Ohio
$238K +$209K +2,440 New
TFP
1936
Tilia Fiduciary Partners
North Carolina
$236K +$208K +2,422 New
RW
1937
REDW Wealth
New Mexico
$236K +$208K +2,421 New
PCA
1938
Pallas Capital Advisors
Massachusetts
$235K +$208K +2,421 New
C
1939
Certuity
Florida
$235K +$207K +2,413 New
RF
1940
Robinswood Financial
Washington
$235K -$41.4K -483 -17%
KFGK
1941
Keystone Financial Group (Kentucky)
Kentucky
$234K +$206K +2,401 New
CWM
1942
Campbell Wealth Management
Virginia
$234K +$206K +2,399 New
WCA
1943
Westover Capital Advisors
Delaware
$234K +$206K +2,400 New
AIP
1944
ARS Investment Partners
New York
$234K +$206K +2,399 New
NCM
1945
Northside Capital Management
Oregon
$234K +$206K +2,398 New
IAG
1946
Investment Advisory Group
Massachusetts
$234K -$16.2K -189 -7%
BFAG
1947
Blackston Financial Advisory Group
Florida
$234K +$206K +2,396 New
CT
1948
Coastline Trust
Rhode Island
$232K -$715K -8,330 -78%
KWMG
1949
King Wealth Management Group
Florida
$232K +$204K +2,376 New
CFS
1950
Commonwealth Financial Services
West Virginia
$232K +$204K +2,379 New
76 77
78
79 80