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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
5401
Ridgeline Wealth
Arizona
$237K +$221K +1,082 New
AWF
5402
Alpha Wealth Funds
Utah
$237K +$221K +1,079 New
AFO
5403
Allie Family Office
Florida
$235K +$219K +1,070 New
WF
5404
Williams Financial
Vermont
$234K -$5.32K -26 -2%
CWM
5405
Certus Wealth Management
California
$234K +$205K +1,004 New
CC
5406
Climber Capital
Switzerland
$233K +$218K +1,064 New
CSC
5407
Cove Street Capital
California
$233K – – –
HWP
5408
Hibernia Wealth Partners
Louisiana
$232K -$237K -1,157 -52%
EA
5409
Evolution Advisers
Virginia
$232K +$57.1K +279 +36%
MLRA
5410
Main Line Retirement Advisors
Montana
$230K +$215K +1,049 New
SRSA
5411
S.R. Schill & Associates
Washington
$230K -$593K -2,900 -73%
BF
5412
Bonfire Financial
Colorado
$230K +$214K +1,047 New
UFA
5413
Uptown Financial Advisors
Texas
$229K +$214K +1,046 New
IAG
5414
Ipsen Advisor Group
Arkansas
$229K +$213K +1,042 New
SS
5415
Sound Stewardship
Kansas
$228K +$213K +1,041 New
FF
5416
Farrow Financial
Vermont
$228K -$10.2K -50 -5%
NIA
5417
NBZ Investment Advisors
Tennessee
$226K +$211K +1,029 New
TB
5418
Terril Brothers
Missouri
$225K +$210K +1,025 New
AAS
5419
AdviceOne Advisory Services
Connecticut
$224K +$209K +1,023 New
TAM
5420
Tealwood Asset Management
Minnesota
$224K +$209K +1,020 New
ACM
5421
Armbruster Capital Management
New York
$224K +$209K +1,020 New
ECA
5422
Elevation Capital Advisory
Oregon
$224K +$209K +1,020 New
PS
5423
Planned Solutions
California
$223K – – –
LIWM
5424
Long Island Wealth Management
New York
$221K +$206K +1,009 New
MCM
5425
MontVue Capital Management
Virginia
$221K +$206K +1,007 New
215 216
217
218 219