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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2801
TrueWealth Advisors
Alabama
$205K – – –
NWM
2802
Northwest Wealth Management
Iowa
$204K +$207K +3,658 New
EFL
2803
ERn Financial LLC
Wisconsin
$203K +$206K +3,645 New
GC
2804
GFG Capital
Florida
$202K -$37.7K -666 -16%
RWA
2805
Redhawk Wealth Advisors
Minnesota
$202K +$1.02K +18 +0.5%
BFG
2806
Barber Financial Group
Kansas
$201K -$10.1K -178 -5%
CA
2807
Centerpoint Advisors
Massachusetts
$201K -$5.09K -90 -2%
MFGM
2808
Marshall Financial Group (Maryland)
Maryland
$201K -$1.02K -18 -0.5%
RA
2809
Rise Advisors
New York
$201K +$58.8K +1,039 +40%
ATIA
2810
American Trust Investment Advisors
New Hampshire
$200K – – –
HS
2811
Horan Securities
United States
$200K – – –
MIP
2812
Mondrian Investment Partners
United Kingdom
$195K -$43M -760,788 -100%
SFFS
2813
Stonehage Fleming Financial Services
Jersey
$195K – – –
AWM
2814
Atticus Wealth Management
Florida
$195K +$1.19K +21 +0.6%
TIM
2815
Tortoise Investment Management
New York
$188K – – –
TFGT
2816
TS Financial Group (TSFG)
Illinois
$183K +$340 +6 +0.2%
SIC
2817
SJS Investment Consulting
Ohio
$183K +$7.98K +141 +4%
CWM
2818
Cedar Wealth Management
California
$181K -$48.4K -855 -21%
WAM
2819
WFA Asset Management
Wisconsin
$179K -$4.3K -76 -2%
CCM
2820
Cribstone Capital Management
Maine
$176K -$33.7K -595 -16%
FCG
2821
Financial Connections Group
California
$173K -$6.17K -109 -3%
BCMLT
2822
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$174K +3,081 New
VCM
2823
Versant Capital Management
Arizona
$171K -$3.06K -54 -2%
TSWM
2824
Tyler-Stone Wealth Management
Ohio
$170K -$622 -11 -0.4%
CFG
2825
CKW Financial Group
Hawaii
$169K +$16.3K +288 +10%
111 112
113
114 115