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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
6001
Carl Stuart Investment Advisor
Texas
$274K – – –
AFS
6002
Axiom Financial Strategies
Indiana
$273K -$52.1K -194 -16%
AIM
6003
Access Investment Management
Georgia
$273K – – –
FWA
6004
Fidelis Wealth Advisors
Colorado
$273K +$270K +1,004 New
CI
6005
Corient IA
Florida
$272K – – –
BWM
6006
BCO Wealth Management
New Mexico
$271K -$2.95K -11 -1%
CCM
6007
Ciovacco Capital Management
Georgia
$270K +$267K +994 New
GWMT
6008
Guardian Wealth Management (Tennessee)
Tennessee
$268K +$264K +985 New
PGWA
6009
Plus Group Wealth Advisors
Wisconsin
$268K +$264K +984 New
TIAAOA
6010
Teachers Insurance & Annuity Association of America
New York
$266K +$174K +650 +197%
CFG
6011
Compass Financial Group
Ohio
$265K +$262K +975 New
MFG
6012
Mann Financial Group
Minnesota
$264K -$1.07K -4 -0.4%
MAP
6013
Managed Asset Portfolios
Michigan
$264K -$11K -41 -4%
TA
6014
Teramo Advisors
Florida
$263K – – –
BWA
6015
Babb Wealth Advisors
Arizona
$261K -$40K -149 -13%
MAG
6016
Members Advisory Group
New York
$260K -$18.5K -69 -7%
BCM
6017
Brown Capital Management
Maryland
$259K -$234K -873 -48%
CM
6018
Capital Management
Virginia
$258K – – –
BWA
6019
BCU Wealth Advisors
Illinois
$258K – – –
KFGG
6020
Keystone Financial Group (Georgia)
Georgia
$258K +$268 +1 +0.1%
SFG
6021
Sage Financial Group
Pennsylvania
$257K – – –
SLT
6022
St Louis Trust
Missouri
$255K – – –
SIAM
6023
Sterling Investment Advisors (Missouri)
Missouri
$255K – – –
PFA
6024
Providence Financial Advisors
Kansas
$254K -$268K -1,000 -52%
AFO
6025
Aurelius Family Office
New Hampshire
$254K – – –
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