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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3451
Madson Wealth Advisors
California
$308K +$217K +530 New
SWM
3452
Seed Wealth Management
Illinois
$308K +$217K +530 New
EFM
3453
Eley Financial Management
Vermont
$307K +$217K +529 New
PDM
3454
Penn Davis McFarland
Texas
$306K +$216K +527 New
PWM
3455
Platt Wealth Management
California
$306K +$216K +527 New
OBWA
3456
Oak Barrel Wealth Advisory
Virginia
$306K +$216K +526 New
PFG
3457
Prospect Financial Group
Virginia
$306K +$216K +526 New
NRW
3458
Nova R Wealth
Kansas
$305K +$215K +525 New
WF
3459
Williams Financial
Vermont
$304K +$215K +524 New
FCIM
3460
Fairview Capital Investment Management
California
$304K +$215K +524 New
CM
3461
Cornerstone Management
Georgia
$304K +$214K +523 New
NL
3462
Navalign LLC
California
$304K +$214K +523 New
SFC
3463
Swisher Financial Concepts
Ohio
$304K +$214K +523 New
CT
3464
Colonial Trust
South Carolina
$303K -$16.4K -40 -7%
OPTFSNA
3465
Old Point Trust & Financial Services N A
Virginia
$302K +$8.2K +20 +4%
AS
3466
Akuna Securities
Illinois
$302K +$213K +520 New
DCA
3467
DSG Capital Advisors
Minnesota
$302K +$226K +551 New
RC
3468
Rexford Capital
Texas
$301K -$205K -500 -49%
DFG
3469
Demars Financial Group
Washington
$301K +$213K +519 New
MWM
3470
Mascagni Wealth Management
Mississippi
$301K +$213K +519 New
TAFW
3471
Tred Avon Family Wealth
Maryland
$301K +$213K +519 New
LCM
3472
LVM Capital Management
Michigan
$301K +$213K +519 New
SDH
3473
Sloy Dahl & Holst
Washington
$301K +$212K +518 New
NWA
3474
Navis Wealth Advisors
New York
$301K +$212K +518 New
WIA
3475
Wetzel Investment Advisors
Indiana
$301K +$212K +518 New
137 138
139
140 141