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Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
5101
Boston Standard Wealth Management
Massachusetts
$843K +$84.3K +364 +10%
PCM
5102
Prelude Capital Management
New York
$843K -$1.24M -5,332 -58%
OCFG
5103
O'Connor Financial Group
Illinois
$842K +$49.1K +212 +6%
NA
5104
Note Advisors
New York
$839K +$232 +1 +0%
CFG
5105
CMC Financial Group
Georgia
$838K -$232 -1 -0%
BFA
5106
Brown Financial Advisory
Alabama
$837K +$457K +1,972 +110%
PI
5107
Pachira Investments
California
$836K -$188K -811 -17%
PF
5108
Parker Financial
Washington
$836K +$8.34K +36 +1%
SCA
5109
Scott Capital Advisors
Oregon
$835K -$14.1K -61 -2%
FF
5110
Fluent Financial
Texas
$833K -$8.8K -38 -1%
KTA
5111
Keeley-Teton Advisors
Illinois
$831K -$6.95K -30 -0.8%
TFG
5112
Team Financial Group
California
$831K +$53.3K +230 +7%
PWG
5113
Private Wealth Group
Florida
$830K -$463 -2 -0.1%
GRR
5114
Golden Reserve Retirement
Ohio
$828K +$859K +3,707 New
LKBC
5115
L.K. Benson & Company
Maryland
$826K +$111K +478 +15%
KG
5116
Kieckhefer Group
Wisconsin
$825K – – –
AIA
5117
Armor Investment Advisors
North Carolina
$821K -$11.8K -51 -1%
FIS
5118
Fischer Investment Strategies
California
$816K +$463 +2 +0.1%
KGC
5119
Kennon-Green & Company
Ohio
$811K -$3.01K -13 -0.4%
AFO
5120
Allie Family Office
Florida
$807K – – –
VWA
5121
Valued Wealth Advisors
Utah
$803K -$149K -644 -15%
WIC
5122
Whitegate Investment Counselors
New Hampshire
$802K +$695 +3 +0.1%
CCAL
5123
City Center Advisors LLC
Michigan
$802K +$42.6K +184 +5%
EAM
5124
Everstar Asset Management
North Carolina
$801K -$57.9K -250 -6%
DAM
5125
Deepwater Asset Management
Minnesota
$801K -$938K -4,049 -53%
203 204
205
206 207