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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
3151
Day & Ennis
Georgia
$422K – – –
SCM
3152
Semanteon Capital Management
Massachusetts
$421K +$399K +1,617 New
TFA
3153
Tobias Financial Advisors
Florida
$420K +$15.3K +62 +4%
LF
3154
Lantz Financial
Illinois
$420K +$13.8K +56 +4%
FSA
3155
Financial Security Advisor
Virginia
$419K +$14.8K +60 +4%
FWM
3156
Fiat Wealth Management
Minnesota
$419K +$396K +1,608 New
HPM
3157
Hoxton Planning & Management
West Virginia
$417K +$17.5K +71 +5%
SSW
3158
Smith Shellnut Wilson
Mississippi
$417K – – –
SC
3159
Shay Capital
New York
$417K +$394K +1,600 New
ACM
3160
Andina Capital Management
Utah
$416K +$393K +1,596 New
CAGAS
3161
Capital Advisory Group Advisory Services
Minnesota
$414K +$10.1K +41 +3%
GSAM
3162
Grant Street Asset Management
Pennsylvania
$414K -$16.5K -67 -4%
SCA
3163
Sippican Capital Advisors
Massachusetts
$413K – – –
WAOI
3164
Wealth Advisors of Iowa
Iowa
$413K -$290K -1,178 -43%
BWM
3165
BCS Wealth Management
Tennessee
$413K – – –
WA
3166
WESPAC Advisors
California
$413K – – –
CFG
3167
Carr Financial Group
Massachusetts
$412K +$4.93K +20 +1%
LFG
3168
Lockerman Financial Group
California
$412K -$246 -1 -0.1%
AHL
3169
Abel Hall LLC
Louisiana
$411K +$389K +1,579 New
SIC
3170
Sigma Investment Counselors
Michigan
$410K -$7.15K -29 -2%
FCG
3171
Financial Connections Group
California
$406K – – –
BC
3172
Brio Consultants
California
$405K +$108K +437 +39%
MWPCG
3173
Measured Wealth Private Client Group
New Hampshire
$405K – – –
LL
3174
LWMG LLC
Minnesota
$403K +$20.2K +82 +6%
HWA
3175
HHM Wealth Advisors
Tennessee
$403K +$22.2K +90 +6%
125 126
127
128 129