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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
3751
Morton Brown Family Wealth
Pennsylvania
$216K +$8.61K +21 +6%
RPSA
3752
Richard P. Slaughter Associates
Texas
$216K +$152K +371 New
CFCS
3753
CDM Financial Counseling Services
Connecticut
$215K -$266K -650 -64%
EWM
3754
Evolution Wealth Management
Florida
$215K +$7.38K +18 +5%
ACA
3755
Arsenal Capital Advisors
Pennsylvania
$215K +$152K +370 New
MC
3756
Middleton & Co
Massachusetts
$215K +$151K +369 New
EMCIP
3757
Ewing Morris & Co Investment Partners
Ontario, Canada
$214K +$151K +368 New
MA
3758
MKT Advisors
California
$212K +$169K +411 New
AA
3759
AlphaCentric Advisors
Puerto Rico
$211K +$50K +122 +50%
BWM
3760
BKM Wealth Management
Wisconsin
$211K +$149K +364 New
HI
3761
Hendershot Investments
Virginia
$211K +$149K +364 New
NC
3762
North Capital
Utah
$211K +$149K +364 New
TWM
3763
Topsail Wealth Management
North Carolina
$211K +$149K +364 New
CVA
3764
Central Valley Advisors
California
$211K +$149K +363 New
FGC
3765
Financial Gravity Companies
Texas
$211K +$149K +363 New
VW
3766
Veridan Wealth
Oregon
$211K +$149K +363 New
GAM
3767
Gould Asset Management
California
$210K +$148K +362 New
AWMNY
3768
Arcadia Wealth Management (New York)
New York
$210K +$148K +361 New
VWM
3769
VCI Wealth Management
Missouri
$209K -$3.87M -9,434 -96%
E
3770
Evansbrook
Illinois
$209K +$148K +360 New
OIS
3771
OneAscent Investment Solutions
Alabama
$209K +$148K +360 New
VBCG
3772
Valley Brook Capital Group
Pennsylvania
$209K +$148K +360 New
KBFS
3773
Kohmann Bosshard Financial Services
Ohio
$209K +$147K +359 New
CB
3774
Chris Bulman
California
$209K +$147K +359 New
ACM
3775
Andina Capital Management
Utah
$208K +$147K +358 New
149 150
151
152 153