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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
4351
Sage Financial Management Group
Virginia
$643K +$689K +3,756 New
IHWM
4352
Iron Horse Wealth Management
Iowa
$641K +$49.3K +269 +8%
LIA
4353
Luken Investment Analytics
Tennessee
$637K – – –
GSWM
4354
Greenup Street Wealth Management
Michigan
$634K +$91.7K +500 +16%
IEFM
4355
IQ EQ Fund Management
Ireland
$633K +$34.3K +187 +5%
AC
4356
Applied Capital
Arkansas
$631K +$24.9K +136 +4%
KA
4357
Keene & Associates
Texas
$630K +$27.1K +148 +4%
LG
4358
LAM Group
Oregon
$626K – – –
SPAS
4359
Spectrum Planning & Advisory Services
California
$623K – – –
SWA
4360
ShankerValleau Wealth Advisors
Illinois
$622K – – –
TPW
4361
TL Private Wealth
Texas
$622K -$3.48K -19 -0.5%
BMCM
4362
Burns Matteson Capital Management
New York
$621K -$9.17K -50 -1%
GWAM
4363
Guardian Wealth Advisors (Minnesota)
Minnesota
$619K -$13K -71 -2%
KFP
4364
KB Financial Partners
New Jersey
$616K -$78.1K -426 -11%
LWA
4365
Lowe Wealth Advisors
Maryland
$612K -$111K -605 -14%
WIC
4366
Whitegate Investment Counselors
New Hampshire
$611K +$21.8K +119 +3%
FIS
4367
Fischer Investment Strategies
California
$610K -$15K -82 -2%
SP
4368
SWS Partners
Ohio
$609K -$9.35K -51 -1%
CWA
4369
Carolina Wealth Advisors
South Carolina
$602K -$20.4K -111 -3%
PI
4370
Pachira Investments
California
$602K -$39.4K -215 -6%
RFG
4371
Range Financial Group
Oregon
$602K -$345K -1,879 -35%
IAA
4372
Ironsides Asset Advisors
North Carolina
$601K – – –
ASI
4373
Advisory Services & Investments
Oregon
$601K +$644K +3,511 New
HCRE
4374
Hoya Capital Real Estate
Connecticut
$599K – – –
AP
4375
Advisors Preferred
Maryland
$598K +$631K +3,441 New
173 174
175
176 177