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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2451
Allen Wealth Management
North Carolina
$287K +$62K +1,529 +28%
EGWAG
2452
Elwood & Goetz Wealth Advisory Group
Georgia
$287K +$60.5K +1,492 +27%
NPFS
2453
Novak & Powell Financial Services
Florida
$287K +$1.34K +33 +0.5%
WAG
2454
Winthrop Advisory Group
Massachusetts
$287K +$43.4K +1,071 +18%
BBES
2455
Buffalo Business & Estate Services
New York
$285K +$284K +7,000 New
FI
2456
Finivi Inc
Massachusetts
$285K -$106K -2,618 -27%
OC
2457
Oakworth Capital
Alabama
$285K +$7.42K +183 +3%
CWA
2458
CJM Wealth Advisers
Virginia
$284K +$7.5K +185 +3%
CAM
2459
Chesapeake Asset Management
New York
$284K +$23.3K +575 +9%
CWA
2460
Canvas Wealth Advisors
Kansas
$283K -$46.3K -1,142 -14%
KFC
2461
Klingenstein Fields & Co
New York
$283K -$8.11K -200 -3%
AFA
2462
American Financial Advisors
Georgia
$283K -$13.1K -323 -4%
NRI
2463
NFP Retirement Inc
California
$282K +$4.3K +106 +2%
BCA
2464
Bay Capital Advisors
Virginia
$282K -$78.4K -1,934 -22%
PSC
2465
Prentiss Smith & Co
Vermont
$281K -$6.08K -150 -2%
WCMN
2466
Westchester Capital Management (Nebraska)
Nebraska
$281K – – –
PI
2467
Pettee Investors
Connecticut
$281K – – –
AFWM
2468
Arta Finance Wealth Management
California
$281K +$285K +7,020 New
CAM
2469
Cozad Asset Management
Illinois
$281K -$42.3K -1,043 -13%
WI
2470
Wedgewood Investors
Pennsylvania
$281K -$9.57K -236 -3%
PWMG
2471
Prestige Wealth Management Group
New Jersey
$280K -$583K -14,361 -68%
NFA
2472
Northern Financial Advisors
Michigan
$280K -$223K -5,492 -44%
TW
2473
TritonPoint Wealth
Maryland
$280K -$17.6K -433 -6%
BWG
2474
Berry Wealth Group
Texas
$279K +$278K +6,856 New
RMCM
2475
Reynders McVeigh Capital Management
Massachusetts
$279K +$66.7K +1,644 +32%
97 98
99
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