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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
4126
Wealth Quarterback
New Jersey
$253K +$963 +3 +0.4%
MWM
4127
MinichMacGregor Wealth Management
New York
$253K – – –
LFWA
4128
LiftPoint Family Wealth Advisors
New Jersey
$253K +$237K +738 New
AFWM
4129
AMJ Financial Wealth Management
Virginia
$253K – – –
FFA
4130
Fi3 Financial Advisors
Indiana
$253K -$500K -1,557 -39%
FDDB
4131
Fidelity D&D Bancorp
Pennsylvania
$253K +$20.5K +64 +10%
ASG
4132
Ariston Services Group
California
$253K +$236K +736 New
MWM
4133
MOKAN Wealth Management
Kansas
$252K -$624K -1,945 -73%
SF
4134
Slagle Financial
Illinois
$252K -$4.42M -13,759 -95%
CFAM
4135
Center For Asset Management
Florida
$251K +$963 +3 +0.4%
YAM
4136
Yacktman Asset Management
Texas
$251K – – –
4WM
4137
49 Wealth Management
Texas
$251K -$1.78M -5,540 -88%
A
4138
Alongside
Texas
$251K +$235K +732 New
FCT
4139
First Community Trust
Iowa
$251K – – –
SWIM
4140
Smallwood Wealth Investment Management
New Jersey
$251K +$36.6K +114 +19%
WFA
4141
WJ Financial Advisors
Connecticut
$250K – – –
BWM
4142
BCGM Wealth Management
Indiana
$250K +$234K +730 New
CFP
4143
Curran Financial Partners
South Carolina
$250K -$11.9K -37 -5%
RWP
4144
Ridgecrest Wealth Partners
California
$250K – – –
CAM
4145
Concorde Asset Management
Michigan
$250K +$8.99K +28 +4%
AAIM
4146
Asset Advisors Investment Management
Georgia
$249K – – –
DFG
4147
Dynamic Financial Group
Iowa
$249K – – –
MIAS
4148
Mason Investment Advisory Services
Virginia
$249K -$20.9K -65 -8%
OMC
4149
Old Mission Capital
Illinois
$249K +$233K +726 New
HNW
4150
High Note Wealth
Minnesota
$249K +$59.7K +186 +35%
164 165
166
167 168