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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2526
Tobias Financial Advisors
Florida
$356K -$68.4K -300 -18%
FWM
2527
Fortress Wealth Management
California
$356K -$4.56K -20 -1%
SRA
2528
Secured Retirement Advisors
Minnesota
$356K +$12.3K +54 +4%
PFA
2529
Petra Financial Advisors
Colorado
$356K +$310K +1,361 New
LWANC
2530
Laurel Wealth Advisors (North Carolina)
North Carolina
$356K -$22.8K -100 -7%
PA
2531
Pineridge Advisors
Missouri
$354K +$13.7K +60 +5%
HWMO
2532
Heritage Wealth Management (Ohio)
Ohio
$353K -$2.28K -10 -0.7%
PFP
2533
Paragon Financial Partners
California
$353K – – –
JA
2534
JVL Associates
Michigan
$353K +$307K +1,347 New
TLA
2535
Tanglewood Legacy Advisors
Texas
$352K – – –
ONSWM
2536
Old North State Wealth Management
North Carolina
$352K -$31.9K -140 -9%
CCAM
2537
Cascades Capital Asset Management
North Carolina
$351K +$306K +1,342 New
AFG
2538
ABLE Financial Group
Arizona
$349K – – –
SSW
2539
Smith Shellnut Wilson
Mississippi
$349K – – –
CWA
2540
Centennial Wealth Advisory
Michigan
$349K -$6.16K -27 -2%
SBWIC
2541
Schaper Benz & Wise Investment Counsel
Wisconsin
$348K -$6.84K -30 -2%
AGAM
2542
Audent Global Asset Management
California
$347K -$348K -1,525 -53%
LJAC
2543
L.J. Altfest & Co
New York
$347K +$52.2K +229 +21%
KAM
2544
Knightsbridge Asset Management
California
$347K +$456 +2 +0.2%
HCM
2545
Hengehold Capital Management
Ohio
$346K +$5.47K +24 +2%
SCA
2546
Stonebridge Capital Advisors
Minnesota
$346K +$7.53K +33 +3%
EBT
2547
Enterprise Bank & Trust
Massachusetts
$346K +$301K +1,321 New
MAM
2548
McCarthy Asset Management
California
$345K -$1.38M -6,045 -82%
CHC
2549
City Holding Co
West Virginia
$345K -$18.2K -80 -6%
CIA
2550
Cape Investment Advisory
Georgia
$344K -$7.53K -33 -2%
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102
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