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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
4751
Mokosak Advisory Group
Iowa
$220K +$204K +1,220 New
BWA
4752
BCU Wealth Advisors
Illinois
$220K +$203K +1,217 New
BA
4753
BCM Advisors
Louisiana
$219K +$207K +1,242 New
GA
4754
Gordian Advisors
Arizona
$219K +$202K +1,213 New
OA
4755
Oracle Alpha
Ontario, Canada
$218K -$81.8K -490 -29%
THWM
4756
Taylor Hoffman Wealth Management
Virginia
$218K +$202K +1,211 New
MFG
4757
Monumental Financial Group
Maryland
$217K +$201K +1,204 New
UI
4758
Unconventional Investor
New Hampshire
$216K +$200K +1,200 New
HKAM
4759
Horizon Kinetics Asset Management
New York
$216K +$200K +1,197 New
PCM
4760
Peirce Capital Management
Texas
$216K +$199K +1,195 New
RCS
4761
Retirement Capital Strategies
California
$216K +$199K +1,195 New
CWM
4762
Cadence Wealth Management
Massachusetts
$214K +$198K +1,186 New
EA
4763
Ellsworth Advisors
Ohio
$214K +$192K +1,149 New
SAM
4764
Simplify Asset Management
Nevada
$214K +$198K +1,185 New
LEFP
4765
Leading Edge Financial Planning
Tennessee
$214K -$251K -1,502 -56%
MAG
4766
Members Advisory Group
New York
$214K +$198K +1,184 New
PWA
4767
Peterson Wealth Advisors
Utah
$211K +$195K +1,168 New
AC
4768
AWM Capital
Arizona
$210K +$195K +1,167 New
HS
4769
Horan Securities
United States
$210K +$194K +1,163 New
SF
4770
SWP Financial
California
$210K +$194K +1,162 New
EFP
4771
EnRich Financial Partners
Wisconsin
$209K +$193K +1,158 New
IFO
4772
Independent Family Office
New York
$209K +$193K +1,158 New
LAM
4773
Lakewood Asset Management
Illinois
$207K +$192K +1,150 New
MIM
4774
Macroview Investment Management
Maryland
$207K +$5.67K +34 +3%
EIA
4775
Eldridge Investment Advisors
New Hampshire
$207K +$191K +1,147 New
189 190
191
192 193