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Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
5376
O'Brien Greene & Co
Pennsylvania
$272K +$679 +3 +0.2%
AFS
5377
Axiom Financial Strategies
Indiana
$272K +$23.3K +103 +9%
MCB
5378
Morton Community Bank
Illinois
$271K +$34K +150 +16%
SWM
5379
SpringVest Wealth Management
Texas
$270K -$3.62K -16 -1%
SLT
5380
St Louis Trust
Missouri
$270K – – –
CCM
5381
Crabel Capital Management
California
$269K +$278K +1,227 New
I
5382
IMPACTfolio
Colorado
$269K +$10.2K +45 +4%
MAG
5383
Mokosak Advisory Group
Iowa
$268K – – –
FLFS
5384
Family Legacy Financial Solutions
North Carolina
$268K -$49.8K -220 -15%
BWA
5385
BCU Wealth Advisors
Illinois
$267K – – –
MAG
5386
Members Advisory Group
New York
$266K – – –
WA
5387
Waterford Advisors
New York
$266K -$1.82M -8,034 -87%
IAG
5388
Ipsen Advisor Group
Arkansas
$265K – – –
SS
5389
Sound Stewardship
Kansas
$265K +$679 +3 +0.2%
SPIO
5390
Seven Post Investment Office
California
$263K – – –
PCM
5391
Ping Capital Management
New York
$263K +$45.3K +200 +20%
ATI
5392
ARK & TLK Investments
Oklahoma
$263K +$34K +150 +14%
HCM
5393
Hudson Capital Management
New Jersey
$262K – – –
MFG
5394
Mustico Financial Group
New York
$262K – – –
ASW
5395
Astoria Strategic Wealth
Texas
$262K – – –
OA
5396
Oceanside Advisors
South Carolina
$261K – – –
PC
5397
Prairiewood Capital
North Dakota
$260K -$25.6K -113 -9%
CWA
5398
Cascade Wealth Advisors
Washington
$260K – – –
WCM
5399
WealthTrak Capital Management
Virginia
$260K +$79.2K +350 +42%
CWL
5400
Causey Wealth LLC
Colorado
$259K – – –
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216
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