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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
5901
Mills Wealth Advisors
Texas
$247K +$245K +1,069 New
AWF
5902
Alpha Wealth Funds
Utah
$246K -$308K -1,345 -56%
UFA
5903
Uptown Financial Advisors
Texas
$246K – – –
MC
5904
Miramar Capital
Illinois
$245K – – –
IAG
5905
Ipsen Advisor Group
Arkansas
$245K -$33.6K -147 -12%
1CM
5906
1492 Capital Management
Wisconsin
$244K – – –
FF
5907
Farrow Financial
Vermont
$244K – – –
RL
5908
Retireful LLC
Michigan
$244K – – –
KIC
5909
Keating Investment Counselors
Florida
$244K – – –
SRL
5910
Scientech Research LLC
New Jersey
$244K +$242K +1,057 New
TCTWM
5911
Three Cord True Wealth Management
Pennsylvania
$244K +$13K +57 +6%
SC
5912
Stephenson & Company
California
$243K +$24.5K +107 +11%
WF
5913
Williams Financial
Vermont
$243K -$2.97K -13 -1%
SFMG
5914
Sage Financial Management Group
Virginia
$242K -$17.6K -77 -7%
MLRA
5915
Main Line Retirement Advisors
Montana
$242K – – –
LWM
5916
Level Wealth Management
North Carolina
$240K -$167K -730 -41%
GRQ
5917
Gardner Russo & Quinn
Pennsylvania
$240K +$238K +1,040 New
SC
5918
Scratch Capital
Idaho
$240K +$238K +1,040 New
STB
5919
S&T Bank
Pennsylvania
$240K -$26.3K -115 -10%
LAM
5920
LECAP Asset Management
United Kingdom
$239K -$956K -4,177 -80%
MCB
5921
Morton Community Bank
Illinois
$239K -$25.2K -110 -10%
SF
5922
SWP Financial
California
$238K +$6.18K +27 +3%
CHWM
5923
Cauble & Harre Wealth Management
Missouri
$237K +$235K +1,028 New
NWA
5924
Northwest Wealth Advisors
Washington
$237K +$235K +1,027 New
FIS
5925
Fischer Investment Strategies
California
$237K +$235K +1,026 New
235 236
237
238 239