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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2801
Arkos Global Advisors
Texas
$749K +$23.1K +58 +3%
NPFS
2802
Novak & Powell Financial Services
Florida
$749K +$16.7K +42 +2%
WW
2803
Windle Wealth
Oklahoma
$747K – – –
OAM
2804
Oak Asset Management
California
$746K -$76.8K -193 -10%
AFM
2805
Abbot Financial Management
Massachusetts
$746K – – –
VIPI
2806
Vista Investment Partners II
Indiana
$745K +$6.76K +17 +1%
BWP
2807
Baldwin Wealth Partners
Massachusetts
$744K – – –
AT
2808
Adelphi Trust
Florida
$744K +$55.7K +140 +9%
BW
2809
BXM Wealth
Colorado
$743K +$119K +300 +20%
BFA
2810
Bill Few Associates
Pennsylvania
$742K +$5.57K +14 +0.8%
BBES
2811
Buffalo Business & Estate Services
New York
$740K -$700K -1,761 Closed
HFAS
2812
Hummer Financial Advisory Services
Illinois
$740K +$8.75K +22 +1%
IW
2813
Instrumental Wealth
Florida
$738K +$19.5K +49 +3%
BCG
2814
BayBridge Capital Group
California
$735K -$833K -2,094 -55%
MAM
2815
MMA Asset Management
Pennsylvania
$735K – – –
LF
2816
Lighthouse Financial
Florida
$735K +$10.3K +26 +2%
NF
2817
Nvest Financial
New Hampshire
$734K +$44.9K +113 +7%
LCM
2818
LCM Capital Management
Illinois
$732K +$6.36K +16 +0.9%
SAMC
2819
Spectrum Asset Management (California)
California
$732K +$303K +762 +78%
QWM
2820
Quaker Wealth Management
New Jersey
$731K +$42.6K +107 +7%
TWM
2821
Trevian Wealth Management
Massachusetts
$730K +$18.7K +47 +3%
PC
2822
Prairiewood Capital
North Dakota
$729K +$10.3K +26 +2%
BF
2823
Benchmark Financial
Delaware
$728K +$27.8K +70 +4%
FPN
2824
Financial Planning Navigators
Minnesota
$727K +$53.7K +135 +8%
YAIA
2825
Yanni & Associates Investment Advisors
Pennsylvania
$726K – – –
111 112
113
114 115