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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
3401
Powers Advisory Group
Illinois
$311K -$5.25K -19 -2%
BMM
3402
Berkshire Money Management
Massachusetts
$308K +$305K +1,104 New
APWA
3403
Atlas Private Wealth Advisors
New Jersey
$308K -$305K -1,103 -50%
UWPG
3404
Ullmann Wealth Partners Group
Florida
$307K +$38.7K +140 +15%
NIM
3405
Nexus Investment Management
Ontario, Canada
$306K – – –
WIA
3406
Wetzel Investment Advisors
Indiana
$306K +$3.59K +13 +1%
AIA
3407
AIMZ Investment Advisors
California
$305K – – –
PJWM
3408
Philip James Wealth Mangement
Georgia
$305K +$9.11K +33 +3%
BDFN
3409
Bond & Devick Financial Network
Minnesota
$304K -$13.8K -50 -4%
WWMSC
3410
Wagner Wealth Management (South Carolina)
South Carolina
$304K – – –
AAG
3411
Armstrong Advisory Group
Massachusetts
$304K – – –
KFS
3412
Kelly Financial Services
Massachusetts
$304K +$45.8K +166 +18%
ML
3413
Mayport LLC
Massachusetts
$304K +$61K +221 +25%
BWM
3414
Birchcreek Wealth Management
Ohio
$303K +$300K +1,087 New
APG
3415
Abacus Planning Group
South Carolina
$303K -$34.8K -126 -10%
TT
3416
TI-Trust
Illinois
$303K +$300K +1,085 New
MHIC
3417
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
RS
3418
Rakuten Securities
Japan
$303K +$158K +572 +112%
4WM
3419
49 Wealth Management
Texas
$302K +$299K +1,084 New
TWM
3420
Triton Wealth Management
Arizona
$301K +$8.56K +31 +3%
PMG
3421
Private Management Group
California
$300K -$4.42K -16 -1%
EMFAT
3422
Emerald Mutual Fund Advisers Trust
Pennsylvania
$299K -$64.6K -234 -18%
T
3423
TCWP
Ohio
$299K +$6.07K +22 +2%
VW
3424
Vance Wealth
California
$299K +$21K +76 +8%
SFO
3425
Standard Family Office
South Dakota
$299K +$296K +1,071 New
135 136
137
138 139