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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2826
Northwest Financial Advisors
Virginia
$227K -$2.79K -56 -1%
MSG
2827
Main Street Group
Virginia
$227K -$27.4K -549 -11%
SL
2828
Sentinus LLC
Illinois
$227K +$227K +4,541 New
DWM
2829
Darwin Wealth Management
Florida
$227K -$2.84M -56,980 -93%
CSB
2830
City State Bank
Iowa
$226K -$12K -241 -5%
AIM
2831
Avity Investment Management
Connecticut
$226K +$11.2K +225 +5%
PS
2832
Planned Solutions
California
$225K -$59.9K -1,200 -21%
PAG
2833
Private Advisory Group
Washington
$225K -$7.43K -149 -3%
PIN
2834
Prudent Investors Network
California
$225K +$225K +4,508 New
MC
2835
Middleton & Co
Massachusetts
$225K – – –
IAMH
2836
IvyRock Asset Management (HK)
Hong Kong
$225K – – –
KIC
2837
Keating Investment Counselors
Florida
$223K -$258K -5,175 -54%
RWM
2838
Revisor Wealth Management
Ohio
$223K +$222K +4,449 New
FCT
2839
First Community Trust
Iowa
$223K -$5.19K -104 -2%
SFC
2840
Strategic Financial Concepts
Texas
$222K +$222K +4,457 New
CAM
2841
Concorde Asset Management
Michigan
$222K -$88.5K -1,773 -28%
KPWG
2842
KFA Private Wealth Group
Virginia
$222K +$222K +4,450 New
CJL
2843
Cyrus J. Lawrence
New York
$222K +$223K +4,463 New
IA
2844
Insight Advisors
Pennsylvania
$222K -$4.69K -94 -2%
EC
2845
EdgeRock Capital
Colorado
$221K -$4.04K -81 -2%
MWP
2846
Meridian Wealth Partners
Pennsylvania
$221K +$14.1K +282 +7%
GA
2847
GSG Advisors
New Jersey
$221K +$226K +4,525 New
BP
2848
BBR Partners
New York
$221K -$1.03M -20,717 -82%
CSWM
2849
Cassady Schiller Wealth Management
Ohio
$220K -$57.5K -1,152 -21%
SFWC
2850
Strategic Family Wealth Counselors
New Jersey
$219K +$10.3K +206 +5%
112 113
114
115 116