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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2451
Carolina Wealth Advisors
South Carolina
$309K – – –
PMFA
2452
Plante Moran Financial Advisors
Michigan
$308K +$25.9K +101 +9%
JWA
2453
JFS Wealth Advisors
Pennsylvania
$308K +$9.76K +38 +3%
SCA
2454
Sage Capital Advisors
South Dakota
$308K +$15.4K +60 +5%
IWN
2455
Independent Wealth Network
Iowa
$306K +$42.4K +165 +16%
HIS
2456
Harvest Investment Services
Illinois
$306K +$9.76K +38 +3%
TFO
2457
Tarbox Family Office
California
$305K +$28.3K +110 +10%
RLWM
2458
RF&L Wealth Management
Massachusetts
$304K – – –
AWM
2459
Activest Wealth Management
Florida
$304K +$312K +1,214 New
EMFAT
2460
Emerald Mutual Fund Advisers Trust
Pennsylvania
$304K +$40.6K +158 +15%
SJIM
2461
St. Johns Investment Management
Florida
$303K +$165K +641 +112%
ECG
2462
EPIQ Capital Group
California
$303K +$311K +1,212 New
AC
2463
AlphaCore Capital
California
$303K -$167K -650 -35%
PBF
2464
Petix & Botte Financial
California
$303K – – –
AWP
2465
Atlas Wealth Partners
Pennsylvania
$302K -$21.8K -85 -6%
SBWIC
2466
Schaper Benz & Wise Investment Counsel
Wisconsin
$301K +$25.7K +100 +9%
NECFA
2467
New England Capital Financial Advisors
Connecticut
$301K – – –
DJYG
2468
David J. Yvars Group
Florida
$301K +$5.65K +22 +2%
NA
2469
Nordwand Advisors
Pennsylvania
$300K – – –
SCA
2470
Stonebridge Capital Advisors
Minnesota
$300K +$75.8K +295 +33%
BHB
2471
Bank Hapoalim BM
Israel
$300K -$11.6K -45 -4%
BCG
2472
Breakwater Capital Group
New Jersey
$299K +$42.1K +164 +13%
PIFP
2473
Partners in Financial Planning
Virginia
$298K – – –
CPSAC
2474
Chas P. Smith & Associates (CPS)
Florida
$297K -$44.7K -174 -13%
KFS
2475
Kelly Financial Services
Massachusetts
$297K +$16.2K +63 +6%
97 98
99
100 101