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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3976
Austin Wealth Management
Texas
$231K +$217K +723 New
RAM
3977
Roanoke Asset Management
New Jersey
$231K -$241K -800 -52%
DFA
3978
DHK Financial Advisors
New Hampshire
$230K – – –
PWM
3979
Prosperity Wealth Management
California
$230K -$7.52K -25 -3%
UWP
3980
Uniting Wealth Partners
Kansas
$230K +$219K +727 New
KL
3981
KWMG LLC
Kansas
$230K -$3.61K -12 -2%
DFG
3982
Dynamic Financial Group
Iowa
$230K +$219K +727 New
FS
3983
Financial Symmetry
North Carolina
$230K +$219K +727 New
HFS
3984
Hoge Financial Services
Pennsylvania
$229K +$218K +725 New
SF
3985
Seros Financial
Arizona
$229K +$263K +873 New
CC
3986
Corton Capital
Ontario, Canada
$229K +$218K +725 New
WBG
3987
Wharton Business Group
Pennsylvania
$229K +$218K +724 New
POIA
3988
Pin Oak Investment Advisors
Texas
$228K – – –
BAM
3989
Brave Asset Management
New Jersey
$228K -$7.52K -25 -3%
ADMI
3990
Albert D. Mason Inc
Massachusetts
$228K +$217K +721 New
HCP
3991
Hardin Capital Partners
South Carolina
$228K +$217K +720 New
CKAIS
3992
Christensen King & Associates Investment Services
Washington
$227K +$213K +708 New
LSA
3993
Lansing Street Advisors
Pennsylvania
$227K -$10.2K -34 -5%
FPGK
3994
Financial Partners Group (Kansas)
Kansas
$226K +$215K +716 New
WWM
3995
Wiser Wealth Management
Georgia
$226K +$215K +716 New
CWA
3996
CogentBlue Wealth Advisors
Tennessee
$226K +$215K +715 New
CAM
3997
Concorde Asset Management
Michigan
$226K +$215K +715 New
LAM
3998
Lakewood Asset Management
Illinois
$225K +$214K +712 New
MAG
3999
Mayfair Advisory Group
Alabama
$225K +$214K +712 New
LFS
4000
Lutz Financial Services
Nebraska
$224K +$213K +710 New
158 159
160
161 162