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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3601
Cox Capital Management
Massachusetts
$5.02M +$1.06M +4,698 +31%
GFG
3602
GR Financial Group
Arizona
$5.01M +$258K +1,144 +6%
GWM
3603
Gibbs Wealth Management
Georgia
$5.01M -$1.16M -5,143 -21%
TA
3604
TFB Advisors
Kansas
$5M -$2.52M -11,162 -36%
HWA
3605
Hilltop Wealth Advisors
North Carolina
$5M +$2.89M +12,794 +187%
LMKC
3606
L.M. Kohn & Company
Ohio
$5M -$28.3M -125,174 -86%
BOSSRA
3607
B.O.S.S. Retirement Advisors
Utah
$5M +$655K +2,899 +17%
IWN
3608
Independent Wealth Network
Iowa
$4.99M +$36.8K +163 +0.8%
BWP
3609
BlueStem Wealth Partners
Minnesota
$4.98M +$112K +495 +3%
PFM
3610
Peak Financial Management
Massachusetts
$4.98M -$257K -1,138 -5%
NFG
3611
Northeast Financial Group
Pennsylvania
$4.98M +$1.89M +8,358 +75%
SIC
3612
Sage Investment Counsel
Tennessee
$4.98M -$224K -993 -5%
WP
3613
Wealthspan Partners
Iowa
$4.97M -$65.7K -291 -1%
MFG
3614
Mosaic Financial Group
Illinois
$4.97M -$23.9K -106 -0.5%
ICM
3615
Islay Capital Management
Texas
$4.97M -$18.1K -80 -0.4%
MPW
3616
MGO Private Wealth
California
$4.97M -$56.7K -251 -1%
PCP
3617
Panoramic Capital Partners
Oregon
$4.97M +$152K +671 +4%
FWM
3618
FSA Wealth Management
Massachusetts
$4.96M -$316K -1,400 -7%
RWPA
3619
Richard W. Paul & Associates
Michigan
$4.96M +$168K +745 +4%
WH
3620
Willner & Heller
California
$4.95M -$72.1K -319 -2%
DFG
3621
Dupree Financial Group
Kentucky
$4.95M +$138K +609 +3%
TFG
3622
Taylor Financial Group
Virginia
$4.94M – – –
RA
3623
Rockingstone Advisors
Massachusetts
$4.94M +$12K +53 +0.3%
BWM
3624
BCGM Wealth Management
Indiana
$4.94M +$70.5K +312 +2%
CCM
3625
Connective Capital Management
California
$4.93M – – –
143 144
145
146 147