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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
3751
OneAscent Investment Solutions
Alabama
$209K +$148K +360 New
VBCG
3752
Valley Brook Capital Group
Pennsylvania
$209K +$148K +360 New
KBFS
3753
Kohmann Bosshard Financial Services
Ohio
$209K +$147K +359 New
CB
3754
Chris Bulman
California
$209K +$147K +359 New
ACM
3755
Andina Capital Management
Utah
$208K +$147K +358 New
PBK
3756
Peoples Bank (Kansas)
Kansas
$208K +$147K +358 New
AP
3757
Aspect Partners
Virginia
$207K -$28.3K -69 -16%
BSCCG
3758
Blue Sky Capital Consultants Group
California
$207K +$146K +357 New
CWA
3759
Continuum Wealth Advisors
New York
$207K +$146K +357 New
PFA
3760
Pettinga Financial Advisors
Indiana
$206K +$146K +355 New
EWP
3761
Evergreen Wealth Partners
Montana
$205K +$145K +353 New
BA
3762
Bellwether Advisors
Nebraska
$205K +$145K +353 New
HAG
3763
HF Advisory Group
Maryland
$205K +$145K +353 New
SI
3764
Stirlingshire Investments
New York
$205K +$145K +353 New
LCM
3765
Liberty Capital Management
Michigan
$204K +$144K +352 New
MFN
3766
Midwest Financial Network
Illinois
$204K +$144K +351 New
SFS
3767
Sunrise Financial Services
Washington
$203K +$36.5K +89 +34%
BI
3768
Bolthouse Investments
California
$203K +$143K +350 New
IWMO
3769
Integrated Wealth Management (Ohio)
Ohio
$203K +$143K +350 New
NC
3770
NovaPoint Capital
Georgia
$203K +$143K +350 New
DWS
3771
Discipline Wealth Solutions
South Carolina
$202K +$142K +347 New
SWM
3772
Steelhead Wealth Management
Virginia
$201K +$142K +347 New
FFA
3773
Fi3 Financial Advisors
Indiana
$201K -$700K -1,707 -64%
ORC
3774
O'Rourke & Company
Massachusetts
$201K +$141K +345 New
TFA
3775
TPG Financial Advisors
Oregon
$200K +$141K +345 New
149 150
151
152 153