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Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
2501
JTC Employer Solutions Trustee
Jersey
$46K – – –
PO
2502
Private Ocean
California
$45.9K – – –
LIA
2503
Luken Investment Analytics
Tennessee
$45.8K -$10.5K -312 -18%
GFL
2504
Granite FO LLC
New Hampshire
$44.4K -$12.2K -362 -21%
LJHT
2505
Laurie J. Hall Trustee
$42K -$3.38K -100 -7%
OIAM
2506
OFI Invest Asset Management
France
$39.7K -$37.8M -1,117,888 -100%
PAG
2507
Paladin Advisory Group
Iowa
$38.1K – – –
AFS
2508
Annapolis Financial Services
Maryland
$36.8K +$2.97K +88 +8%
RW
2509
RVW Wealth
California
$36.5K +$38K +1,125 New
CSWM
2510
Cassady Schiller Wealth Management
Ohio
$36.3K +$101 +3 +0.3%
PPWM
2511
PFG Private Wealth Management
Florida
$35.8K -$73K -2,161 -66%
FCMT
2512
Founders Capital Management (Texas)
Texas
$35.7K +$4.09K +121 +12%
MFA
2513
McClarren Financial Advisors
Pennsylvania
$35K +$710 +21 +2%
GTAM
2514
Global Trust Asset Management
Florida
$34.6K – – –
RWM
2515
Raffa Wealth Management
District of Columbia
$34.5K +$101 +3 +0.3%
RAM
2516
Riggs Asset Management
Pennsylvania
$34.4K -$13.8K -407 -28%
HB
2517
Horizon Bancorp
Indiana
$34K -$5.71K -169 -14%
HFS
2518
HBC Financial Services
Washington
$34K +$27K +800 +320%
GA
2519
GoalVest Advisory
New York
$32.6K +$12.8K +380 +61%
FSWA
2520
Financial Synergies Wealth Advisors
Texas
$31.6K +$439 +13 +1%
QL
2521
Quarry LP
New York
$31.5K -$19.9K -589 -38%
MWA
2522
Miller Wealth Advisors
Colorado
$31K – – –
IWP
2523
IAG Wealth Partners
Wisconsin
$30.4K – – –
OAJ
2524
Ogorek Anthony Joseph
New York
$29K +$1.42K +42 +5%
WFA
2525
West Financial Advisors
Iowa
$28.5K +$2.87K +85 +11%
99 100
101
102 103