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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
5576
Resolute Capital
South Carolina
$428K +$424K +1,855 New
HWM
5577
HFG Wealth Management
Texas
$427K +$6.86K +30 +2%
IFU
5578
iSAM Funds (UK)
United Kingdom
$427K +$338K +1,477 +396%
NA
5579
Note Advisors
New York
$427K -$34.3K -150 -8%
EFA
5580
Edge Financial Advisors
Illinois
$427K -$112K -491 -21%
SWM
5581
Sterling Wealth Management
Illinois
$424K +$915 +4 +0.2%
VWA
5582
Valued Wealth Advisors
Utah
$424K +$77.6K +339 +23%
B
5583
Bedminster
South Carolina
$424K +$420K +1,835 New
BWM
5584
BKM Wealth Management
Wisconsin
$423K -$13.7K -60 -3%
AFP
5585
ATLas Financial Planning
Georgia
$423K +$419K +1,831 New
BHWM
5586
Bay Harbor Wealth Management
Maryland
$422K +$43K +188 +11%
AIA
5587
Arbor Investment Advisors
North Carolina
$422K -$89.7K -392 -18%
FPTW
5588
Franklin, Parlapiano, Turner & Welch
Texas
$422K – – –
CPWM
5589
Cypress Point Wealth Management
Texas
$421K +$125K +548 +43%
JE
5590
Jacobs Equity
Utah
$421K +$417K +1,823 New
ST
5591
Somerset Trust
Pennsylvania
$419K -$73.2K -320 -15%
FTEA
5592
Forty-three Eighteen Advisors
Arkansas
$419K +$416K +1,817 New
SWM
5593
Schwallier Wealth Management
Michigan
$417K +$11.4K +50 +3%
LKIM
5594
Lawson Kroeker Investment Management
Nebraska
$415K -$197K -863 -32%
CFG
5595
CKW Financial Group
Hawaii
$415K -$3.39M -14,808 -89%
BSWM
5596
Boston Standard Wealth Management
Massachusetts
$415K +$30.2K +132 +8%
MA
5597
McGrath & Associates
North Carolina
$414K – – –
TT
5598
TI-Trust
Illinois
$413K -$6.41K -28 -2%
SG
5599
Strid Group
Pennsylvania
$412K +$17.2K +75 +4%
SIA
5600
Spectrum Investment Advisors
Wisconsin
$412K +$408K +1,783 New
222 223
224
225 226