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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
801
Hurlow Wealth Management Group
Indiana
$212K +$204K +6,264 New
CIC
802
Carnegie Investment Counsel
Ohio
$211K +$9.01K +276 +4%
EFG
803
Ethos Financial Group
Pennsylvania
$211K +$204K +6,242 New
PWAM
804
Private Wealth Asset Management
Iowa
$210K +$203K +6,223 New
APP
805
Avantax Planning Partners
Iowa
$209K +$202K +6,177 New
TCWM
806
Total Clarity Wealth Management
Illinois
$208K – – –
GI
807
GAMMA Investing
California
$208K +$84.7K +2,596 +73%
OAS
808
Optivise Advisory Services
Tennessee
$207K +$200K +6,134 New
I2I
809
Insight 2811 Inc
Illinois
$207K +$200K +6,131 New
DOA
810
D'Orazio & Associates
Virginia
$205K +$198K +6,078 New
RWMG
811
Redwood Wealth Management Group
New Jersey
$205K +$198K +6,066 New
TIA
812
Traphagen Investment Advisors
New Jersey
$205K +$198K +6,066 New
EB
813
Emprise Bank
Kansas
$204K +$198K +6,052 New
NCM
814
Noesis Capital Mangement
Florida
$204K +$197K +6,027 New
RBI
815
Raiffeisen Bank International
Austria
$203K +$196K +6,014 New
CIG
816
Cullen Investment Group
Louisiana
$203K +$196K +6,002 New
KIA
817
KCM Investment Advisors
California
$203K +$196K +6,001 New
MGIA
818
Moneta Group Investment Advisors
Missouri
$203K +$196K +5,999 New
CNBT
819
Canandaigua National Bank & Trust
New York
$202K +$195K +5,981 New
VBFP
820
Valtinson Bruner Financial Planning
Minnesota
$202K +$195K +5,965 New
EM
821
Excalibur Management
Massachusetts
$201K +$194K +5,955 New
GWA
822
Gratus Wealth Advisors
Virginia
$201K +$194K +5,941 New
PCH
823
PGIM Custom Harvest
New Jersey
$201K -$51.8K -1,588 -21%
NSG
824
Nalls Sherbakoff Group
Tennessee
$200K +$193K +5,910 New
CIAM
825
Caitong International Asset Management
Hong Kong
$189K +$183K +5,599 New
31 32
33
34 35