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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3076
AlphaStar Capital Management
North Carolina
$823K -$441K -2,780 -34%
ODIJL
3077
One Day In July LLC
Vermont
$823K -$41.2K -260 -5%
EWP
3078
Engrave Wealth Partners
Texas
$817K -$152K -960 -15%
NCM
3079
Next Capital Management
New York
$814K -$279K -1,760 -25%
FRA
3080
Frank Rimerman Advisors
California
$814K -$476K -3,000 -36%
BSSFA
3081
Baron Silver Stevens Financial Advisors
Florida
$813K +$9.51K +60 +1%
PWM
3082
Provident Wealth Management
Tennessee
$811K – – –
PFA
3083
Pettinga Financial Advisors
Indiana
$807K -$95.1K -600 -10%
TIA
3084
Traphagen Investment Advisors
New Jersey
$804K -$31.7K -200 -4%
PG
3085
Prostatis Group
Maryland
$804K +$38K +240 +5%
CIEP
3086
Constellation Investimentos e Participacoes
Brazil
$804K +$95.1K +600 +13%
CRCM
3087
Corbett Road Capital Management
Virginia
$801K -$98.3K -620 -11%
RPGK
3088
Retirement Planning Group (Kansas)
Kansas
$801K +$38K +240 +5%
WIA
3089
Westbourne Investment Advisors
Maryland
$801K +$41.2K +260 +5%
MFG
3090
Monumental Financial Group
Maryland
$801K +$821K +5,180 New
CF
3091
Corrigan Financial
Rhode Island
$798K +$63.4K +400 +8%
CFC
3092
Coyle Financial Counsel
Illinois
$798K -$190K -1,200 -19%
EE
3093
EWG Elevate
California
$795K +$41.2K +260 +5%
CCG
3094
Chatham Capital Group
Georgia
$792K -$63.4K -400 -7%
MKA
3095
M. Kulyk & Associates
Georgia
$792K -$60.2K -380 -7%
LCC
3096
Lincoln Capital Corp
Rhode Island
$792K – – –
EI
3097
EDMP Inc
Florida
$792K +$812K +5,120 New
EF
3098
Exeter Financial
Arizona
$789K – – –
AM
3099
Atwater Malick
Pennsylvania
$783K -$19K -120 -2%
SLF
3100
Sun Life Financial
Ontario, Canada
$783K – – –
122 123
124
125 126