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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1776
Armor Investment Advisors
North Carolina
$240K +$243K +1,091 New
AA
1777
Aufman Associates
Pennsylvania
$238K – – –
CG
1778
CFO4Life Group
Texas
$238K – – –
BO
1779
BRR OpCo
Ohio
$237K -$1.36M -6,104 -85%
IWN
1780
Independent Wealth Network
Iowa
$237K +$248K +1,112 New
TWM
1781
Tolleson Wealth Management
Texas
$236K -$26.5K -119 -10%
WQ
1782
Wealth Quarterback
New Jersey
$236K -$18.5K -83 -7%
RWA
1783
River Wealth Advisors
Pennsylvania
$236K +$24.8K +111 +12%
PCG
1784
Private Capital Group
Connecticut
$235K -$1.34K -6 -0.6%
SFA
1785
Souders Financial Advisors
Ohio
$234K +$20.5K +92 +9%
FMP
1786
Financial Management Professionals
Texas
$233K +$24.3K +109 +11%
TIA
1787
Tiemann Investment Advisors
California
$232K -$26.8K -120 -10%
CT
1788
Coastline Trust
Rhode Island
$232K +$2.23K +10 +1%
CWM
1789
Chesapeake Wealth Management
Virginia
$231K -$78.1K -350 -25%
VFPI
1790
Vantage Financial Partners (Illinois)
Illinois
$231K -$16.7K -75 -7%
SFWC
1791
Strategic Family Wealth Counselors
New Jersey
$231K – – –
RG
1792
Retirement Group
California
$231K +$54.4K +244 +30%
SW
1793
StrongBox Wealth
Missouri
$230K +$6.69K +30 +3%
NRI
1794
NFP Retirement Inc
California
$230K -$18.1K -81 -7%
BWM
1795
Birchcreek Wealth Management
Ohio
$229K +$44.6K +200 +24%
KMC
1796
Kirr Marbach & Co
Indiana
$228K – – –
SC
1797
Saybrook Capital
North Carolina
$228K – – –
CCB
1798
Cutter & Co Brokerage
Missouri
$227K -$132K -593 -37%
AIC
1799
Archer Investment Corporation
Indiana
$227K -$99.9K -448 -30%
BOH
1800
Bank of Hawaii
Hawaii
$226K -$1.11K -5 -0.5%
70 71
72
73 74