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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
3826
Lakeshore Financial Planning
Michigan
$282K – – –
GFA
3827
Grunden Financial Advisory
Texas
$281K – – –
OPTFSNA
3828
Old Point Trust & Financial Services N A
Virginia
$281K – – –
AC
3829
Addison Capital
Pennsylvania
$281K +$277K +625 New
NRW
3830
Nova R Wealth
Kansas
$280K +$12.4K +28 +5%
CWA
3831
Continuum Wealth Advisors
New York
$280K +$276K +623 New
JESC
3832
J.E. Simmons & Co
Texas
$280K +$276K +622 New
VWWMG
3833
Vermillion & White Wealth Management Group
Pennsylvania
$280K +$7.09K +16 +3%
LFA
3834
Laraway Financial Advisors
Minnesota
$279K – – –
BCM
3835
Brasada Capital Management
Texas
$279K -$1.77K -4 -0.6%
ACA
3836
Ackerman Capital Advisors
Texas
$279K – – –
MIM
3837
Montgomery Investment Management
Maryland
$279K – – –
SWIA
3838
Solano Wealth Investment Advisors
California
$279K – – –
RBC
3839
Roble Belko & Company
Pennsylvania
$277K – – –
MFG
3840
Mann Financial Group
Minnesota
$277K – – –
FFG
3841
Foundry Financial Group
New Hampshire
$276K +$43.9K +99 +19%
SC
3842
Solstein Capital
California
$276K -$36.3K -82 -12%
RFW
3843
Redwood Family Wealth
Texas
$276K +$272K +613 New
FFS
3844
Forge Financial Services
Oklahoma
$275K +$887 +2 +0.3%
HWA
3845
HMV Wealth Advisors
Louisiana
$274K – – –
NA
3846
Nordwand Advisors
Pennsylvania
$274K – – –
1CP
3847
1015 Capital Partners
Pennsylvania
$274K +$270K +610 New
AGP
3848
Autumn Glory Partners
Texas
$274K +$270K +609 New
BC
3849
Barrett & Company
Rhode Island
$273K -$5.76K -13 -2%
AWM
3850
Ameliora Wealth Management
Switzerland
$273K – – –
152 153
154
155 156