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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
5926
Farrow Financial
Vermont
$252K – – –
LFG
5927
Lockerman Financial Group
California
$252K -$55K -219 -17%
S4W
5928
Solutions 4 Wealth
Texas
$252K +$265K +1,056 New
V
5929
Viaable
Pennsylvania
$252K +$261K +1,041 New
MLRA
5930
Main Line Retirement Advisors
Montana
$250K – – –
MWA
5931
Mills Wealth Advisors
Texas
$250K -$19.8K -79 -7%
WW
5932
Wright Wealth
Georgia
$249K – – –
BIG
5933
Builder Investment Group
Georgia
$249K – – –
MFT
5934
Moisand Fitzgerald Tamayo
Florida
$248K -$11.5K -46 -4%
MWM
5935
MorganRosel Wealth Management
Colorado
$248K -$5.52K -22 -2%
DB
5936
Dravo Bay
Delaware
$248K +$2.51K +10 +1%
CFG
5937
Compass Financial Group
Ohio
$248K – – –
ACM
5938
Aurdan Capital Management
Pennsylvania
$248K +$261K +1,039 New
AAA
5939
Andrews Advisory Associates
Hawaii
$247K -$1.51K -6 -0.6%
CCP
5940
Caden Capital Partners
California
$247K – – –
JRFS
5941
James Reed Financial Services
Ohio
$246K – – –
AFA
5942
Alpha Financial Advisors
North Carolina
$246K -$25.1K -100 -9%
ACA
5943
Ascension Capital Advisors
Texas
$245K -$13.6K -54 -5%
AC
5944
Attessa Capital
Arizona
$245K +$259K +1,030 New
WF
5945
Williams Financial
Vermont
$245K -$10.8K -43 -4%
CHWM
5946
Cauble & Harre Wealth Management
Missouri
$245K – – –
PP
5947
Prosperity Planning
Missouri
$244K +$5.02K +20 +2%
RIA
5948
Retirement Investment Advisors
Oklahoma
$244K +$6.28K +25 +3%
EI
5949
eCIO Inc
Wisconsin
$244K +$257K +1,022 New
CF
5950
Crosspoint Financial
California
$243K +$256K +1,021 New
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238
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