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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
3476
Reyes Financial Architecture
California
$588K +$36.5K +107 +7%
RFA
3477
Rollins Financial Advisors
New York
$588K +$4.43K +13 +0.8%
FWM
3478
Focused Wealth Management
New York
$587K -$7.16K -21 -1%
CIM
3479
Contravisory Investment Management
Massachusetts
$585K -$25.9K -76 -4%
MWM
3480
MBE Wealth Management
Wisconsin
$585K +$27.3K +80 +5%
SNBOSD
3481
Security National Bank of So Dak
Iowa
$585K -$27.9K -82 -5%
MKC
3482
M. Kraus & Co
Vermont
$585K – – –
CA
3483
Clune & Associates
Illinois
$584K +$5.45K +16 +1%
PFSC
3484
Peoples Financial Services Corp
Pennsylvania
$584K -$72.9K -214 -11%
PL
3485
Parthenon LLC
Kentucky
$583K – – –
YWM
3486
Yoder Wealth Management
California
$583K +$4.77K +14 +0.8%
MWS
3487
MFA Wealth Services
California
$583K +$9.2K +27 +2%
LRWA
3488
Long Run Wealth Advisors
New York
$582K -$9.88K -29 -2%
CFO
3489
Collective Family Office
Pennsylvania
$582K -$15.3K -45 -3%
FPCP
3490
Fort Point Capital Partners
California
$581K +$30.3K +89 +5%
GKIM
3491
GW&K Investment Management
Massachusetts
$581K +$6.81K +20 +1%
SFCL
3492
Strengthening Families & Communities LLC
Massachusetts
$581K +$197K +579 +54%
PCA
3493
Providence Capital Advisors
North Carolina
$580K -$34.1K -100 -6%
OIA
3494
Oakmont Investment Advisors
Pennsylvania
$578K +$561K +1,647 New
EBA
3495
Eagle Bay Advisors
New York
$577K +$4.77K +14 +0.9%
CAGAS
3496
Capital Advisory Group Advisory Services
Minnesota
$577K +$9.54K +28 +2%
DWM
3497
Daner Wealth Management
Georgia
$576K +$392K +1,152 +191%
LWM
3498
Lakeridge Wealth Management
Ohio
$576K +$17.4K +51 +3%
SAM
3499
Sherman Asset Management
California
$575K – – –
RWA
3500
Redhawk Wealth Advisors
Minnesota
$574K +$37.8K +111 +7%
138 139
140
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