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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3151
AXS Investments
New York
$870K -$349K -2,787 -25%
CIA
3152
Capital Impact Advisors
Massachusetts
$867K +$858K +6,859 +528%
WDL
3153
Well Done LLC
Michigan
$866K +$215K +1,715 +27%
KWM
3154
KerberRose Wealth Management
Wisconsin
$865K +$1.02M +8,140 New
PS
3155
Portfolio Strategies
New York
$864K -$58.3K -466 -5%
GCM
3156
G2 Capital Management
Ohio
$860K +$95.1K +760 +10%
VBCG
3157
Valley Brook Capital Group
Pennsylvania
$857K +$61.9K +495 +7%
CC
3158
Copperleaf Capital
North Carolina
$857K +$123K +986 +14%
CG
3159
Castellan Group
Kentucky
$854K +$52.6K +420 +6%
CP
3160
Camelot Portfolios
Ohio
$854K +$238K +1,902 +31%
SFS
3161
Summit Financial Strategies
Ohio
$853K +$114K +908 +13%
FFC
3162
First Financial Corp
Indiana
$848K +$7.51K +60 +0.8%
FBT
3163
First Bankers Trust
Kentucky
$847K +$44.5K +356 +5%
PRS
3164
Pinkerton Retirement Specialists
Idaho
$843K -$1.93M -15,439 -66%
KBFS
3165
Kohmann Bosshard Financial Services
Ohio
$843K -$130K -1,040 -12%
BAM
3166
Bosun Asset Management
Illinois
$843K +$125 +1 +0%
TWM
3167
TriaGen Wealth Management
California
$843K +$94.5K +755 +11%
TCM
3168
Triumph Capital Management
Colorado
$842K +$161K +1,288 +19%
DI
3169
DAGCO Inc
Ohio
$842K +$339K +2,710 +52%
EBWM
3170
Eagle Bluffs Wealth Management
Missouri
$842K +$627K +5,010 +172%
LHWM
3171
Lake Hills Wealth Management
Texas
$841K – – –
AFG
3172
Allegheny Financial Group
Pennsylvania
$840K -$804K -6,428 -45%
NO
3173
Ninety One
South Africa
$839K -$6.91M -55,220 -87%
EA
3174
Echo45 Advisors
California
$839K -$211K -1,684 -18%
DA
3175
Detalus Advisors
Missouri
$837K +$37.7K +301 +4%
125 126
127
128 129