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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
5126
Pathway Financial Advisors
Vermont
$405K +$396 +2 +0.1%
FFG
5127
Foundry Financial Group
New Hampshire
$405K +$20.6K +104 +6%
SP
5128
SIH Partners
Delaware
$405K +$366K +1,848 New
GFP
5129
Guardian Financial Partners
California
$404K -$682K -3,444 -65%
BWM
5130
BKM Wealth Management
Wisconsin
$404K +$989 +5 +0.3%
RK
5131
Rather & Kittrell
Tennessee
$403K -$96.6K -488 -21%
GF
5132
Gimbal Financial
Indiana
$401K +$362K +1,828 New
LWIC
5133
Leith Wheeler Investment Counsel
British Columbia, Canada
$401K -$426K -2,151 -54%
EIM
5134
Ervin Investment Management
Washington
$400K -$221K -1,119 -38%
LWM
5135
Level Wealth Management
North Carolina
$399K -$17.6K -89 -5%
IWP
5136
IAG Wealth Partners
Wisconsin
$399K -$50.7K -256 -12%
SWM
5137
Sterling Wealth Management
Illinois
$398K +$359K +1,815 New
WHCFA
5138
William Howard & Co Financial Advisors
Tennessee
$398K +$3.36K +17 +0.9%
EHAM
5139
Eagle Harbor Asset Management
Washington
$397K +$19.8K +100 +6%
FIA
5140
FPC Investment Advisory
California
$397K +$18.8K +95 +6%
DC
5141
Darrow Company
Massachusetts
$396K -$2.18K -11 -0.6%
CWA
5142
Continuum Wealth Advisors
New York
$396K – – –
CWM
5143
Consultiva Wealth Management
Puerto Rico
$396K – – –
MA
5144
McGrath & Associates
North Carolina
$394K -$11.5K -58 -3%
AWMNY
5145
Arcadia Wealth Management (New York)
New York
$393K – – –
KFSC
5146
Keystone Financial Services (Colorado)
Colorado
$393K +$47.7K +241 +16%
TT
5147
TI-Trust
Illinois
$393K +$9.89K +50 +3%
HFS
5148
Horizon Financial Services
North Carolina
$391K +$35.4K +179 +11%
SCM
5149
Spring Capital Management
Texas
$391K – – –
TA
5150
Teramo Advisors
Florida
$391K – – –
204 205
206
207 208