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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2576
Oxford Financial Group
Indiana
$235K -$4.04K -73 -2%
EFL
2577
ERn Financial LLC
Wisconsin
$235K +$32.7K +591 +16%
HFS
2578
Howard Financial Services
Texas
$234K +$11.1K +201 +5%
TVAMP
2579
Tennessee Valley Asset Management Partners
Tennessee
$233K +$239K +4,323 New
PO
2580
Private Ocean
California
$232K -$41.8K -755 -15%
CAM
2581
Cidel Asset Management
Ontario, Canada
$232K -$9.13K -165 -4%
CFG
2582
Compton Financial Group
Maryland
$232K +$111 +2 +0%
RWM
2583
RKL Wealth Management
Pennsylvania
$231K -$18.1K -328 -7%
GWM
2584
Greenhouse Wealth Management
Connecticut
$231K +$1.33K +24 +0.6%
OWM
2585
OneAscent Wealth Management
Alabama
$231K +$237K +4,284 New
CA
2586
CGN Advisors
Kansas
$230K -$82.8K -1,497 -26%
EGWAG
2587
Elwood & Goetz Wealth Advisory Group
Georgia
$230K – – –
HIM
2588
Hillsdale Investment Management
Ontario, Canada
$230K +$70.8K +1,280 +43%
DWP
2589
Destiny Wealth Partners
Florida
$228K -$85.1K -1,538 -27%
FNBOH
2590
First National Bank of Hutchinson
Kansas
$227K – – –
SLA
2591
Silver Lake Advisory
Utah
$227K +$1.77K +32 +0.8%
NFG
2592
Northeast Financial Group
Pennsylvania
$227K +$443 +8 +0.2%
GAM
2593
Griffin Asset Management
New York
$226K -$547K -9,883 -70%
AA
2594
Addison Advisors
Vermont
$225K -$11.2K -203 -5%
FI
2595
Fosun International
China
$225K – – –
CNBT
2596
Cornerstone National Bank & Trust
Illinois
$224K +$3.93K +71 +2%
ECM
2597
EagleClaw Capital Management
Massachusetts
$224K -$93K -1,681 -29%
CWA
2598
Capital Wealth Alliance
Arizona
$224K -$26.2K -474 -10%
TIM
2599
Thompson Investment Management
Wisconsin
$223K +$940 +17 +0.4%
PAS
2600
Professional Advisory Services
Florida
$223K +$8.57K +155 +4%
102 103
104
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