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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1851
Concord Wealth Partners
Virginia
$390K +$208K +11,132 +113%
PMFA
1852
Plante Moran Financial Advisors
Michigan
$388K -$208K -11,145 -35%
EFM
1853
E Fund Management
China
$388K +$1.53K +82 +0.4%
SFWC
1854
Strategic Family Wealth Counselors
New Jersey
$387K -$43.5K -2,326 -10%
NB
1855
Nicolet Bankshares
Wisconsin
$386K -$21.9K -1,172 -5%
EWA
1856
Encompass Wealth Advisors
Oregon
$386K -$7.53K -403 -2%
SC
1857
Saybrook Capital
North Carolina
$386K – – –
RGF
1858
Retirement Guys Formula
Ohio
$386K +$388K +20,755 New
WTFG
1859
Wells Trecaso Financial Group
Ohio
$385K -$3.46M -185,363 -90%
FBFS
1860
First Business Financial Services
Wisconsin
$384K – – –
ZF
1861
Zhang Financial
Michigan
$384K +$13.1K +700 +4%
WFA
1862
WestHill Financial Advisors
California
$384K +$51.6K +2,760 +15%
PCMU
1863
Paragon Capital Management (Utah)
Utah
$383K +$386K +20,635 New
GWM
1864
Gray Wealth Management
Maine
$383K -$50.7K -2,712 -12%
KWS
1865
Keystone Wealth Services
California
$383K +$385K +20,591 New
SEIA
1866
Signature Estate & Investment Advisors
California
$382K -$75K -4,014 -16%
IIM
1867
InTrack Investment Management
Vermont
$381K +$95.2K +5,093 +33%
ACP
1868
Aveo Capital Partners
Colorado
$379K -$163K -8,726 -30%
FUBT
1869
First United Bank & Trust
Maryland
$379K -$2.54K -136 -0.7%
FIA
1870
Foundations Investment Advisors
Arizona
$379K +$7.85K +420 +2%
OHWP
1871
Oak Harbor Wealth Partners
North Carolina
$379K +$381K +20,384 New
CT
1872
Clearstead Trust
Maine
$378K -$120K -6,429 -24%
SN
1873
Sittner & Nelson
Oregon
$378K +$48.3K +2,583 +15%
BRC
1874
Bell Rock Capital
Delaware
$378K +$364K +19,497 New
BFA
1875
Benedict Financial Advisors
Georgia
$377K -$885K -47,367 -70%
73 74
75
76 77