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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
2826
Founders Capital Management (Texas)
Texas
$368K – – –
JEST
2827
JTC Employer Solutions Trustee
Jersey
$368K – – –
KC
2828
Kenfarb & Co
Kentucky
$368K +$365K +1,698 New
TRIA
2829
Trail Ridge Investment Advisors
Colorado
$367K +$363K +1,692 New
TF
2830
Tompkins Financial
New York
$366K -$91.5K -426 -20%
TWP
2831
Tower Wealth Partners
Pennsylvania
$366K -$16.1K -75 -4%
BWA
2832
Burt Wealth Advisors
Maryland
$366K – – –
CAM
2833
Crestone Asset Management
Colorado
$365K -$33.3K -155 -8%
SIC
2834
Sigma Investment Counselors
Michigan
$364K +$6.01K +28 +2%
OHIS
2835
Oak Harvest Investment Services
Texas
$363K +$14.4K +67 +4%
CAL
2836
Capital Advisors Ltd
Ohio
$363K +$174K +812 +94%
VFM
2837
Vivid Financial Management
California
$362K -$47.9K -223 -12%
SFG
2838
Sunburst Financial Group
Alabama
$362K +$71.9K +335 +25%
CIAS
2839
CFS Investment Advisory Services
New Jersey
$360K +$5.15K +24 +2%
DJYG
2840
David J. Yvars Group
Florida
$359K -$304K -1,415 -46%
LF
2841
Lee Financial
Texas
$359K +$32K +149 +10%
JWM
2842
JFG Wealth Management
Colorado
$355K -$1.5K -7 -0.4%
DWA
2843
Delos Wealth Advisors
Texas
$355K +$89.1K +415 +34%
IAG
2844
Investmark Advisory Group
Connecticut
$355K +$352K +1,642 New
WFA
2845
Wellspring Financial Advisors
Ohio
$353K – – –
KWA
2846
Kellett Wealth Advisors
Ohio
$353K +$349K +1,627 New
WFI
2847
West Family Investments
California
$352K -$1.2M -5,586 -77%
AWM
2848
Aberdeen Wealth Management
Illinois
$352K +$215 +1 +0.1%
BWCS
2849
Beirne Wealth Consulting Services
Connecticut
$352K +$6.44K +30 +2%
HWA
2850
Heartwood Wealth Advisors
Virginia
$352K +$70.6K +329 +25%
112 113
114
115 116