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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2751
Wealthstream Advisors
New York
$224K +$214K +670 New
GA
2752
GoalVest Advisory
New York
$224K -$90K -282 -30%
CPRC
2753
Consolidated Portfolio Review Corp
New York
$223K +$213K +668 New
MFC
2754
Morris Financial Concepts
South Carolina
$223K +$213K +667 New
M1FG
2755
Mach-1 Financial Group
Arkansas
$223K -$60.3K -189 -22%
FYW
2756
Future You Wealth
New York
$223K +$213K +666 New
LFP
2757
Leeward Financial Partners
Washington
$223K +$213K +666 New
PCP
2758
Panoramic Capital Partners
Oregon
$223K +$213K +666 New
RIG
2759
RiverFront Investment Group
Virginia
$223K +$213K +666 New
SA
2760
Stewardship Advisors
Pennsylvania
$222K +$212K +664 New
EAM
2761
Empirical Asset Management
Massachusetts
$222K +$13.4M +42,048 New
AWA
2762
Aletheian Wealth Advisors
Washington
$221K +$211K +660 New
EA
2763
Echo45 Advisors
California
$220K +$211K +660 New
VHAM
2764
Van Hulzen Asset Management
California
$219K +$209K +656 New
FBC
2765
Fairfield, Bush & Co
Connecticut
$219K +$209K +655 New
BOSSRA
2766
B.O.S.S. Retirement Advisors
Utah
$219K -$4M -12,544 -95%
RA
2767
Resolute Advisors
California
$219K +$208K +653 New
DBRC
2768
D.B. Root & Company
Pennsylvania
$218K +$208K +653 New
DAS
2769
DMKC Advisory Services
Iowa
$218K +$208K +652 New
MCM
2770
Monarch Capital Management
Indiana
$218K +$207K +650 New
MWS
2771
MFA Wealth Services
California
$217K +$208K +651 New
SC
2772
Schiavi & Co
Delaware
$217K +$207K +648 New
KP
2773
Kitching Partners
Pennsylvania
$216K +$206K +647 New
RWP
2774
Ridgecrest Wealth Partners
California
$216K +$206K +647 New
UAML
2775
US Asset Management LLC
Pennsylvania
$216K -$11.5K -36 -5%
109 110
111
112 113