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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
2826
Trust Company of Oklahoma
Oklahoma
$206K +$188K +3,870 New
CFA
2827
Capstone Financial Advisors
Illinois
$206K +$188K +3,869 New
LWMM
2828
Legacy Wealth Management (Mississippi)
Mississippi
$206K +$188K +3,868 New
RIA
2829
Realta Investment Advisors
Delaware
$206K -$820K -16,850 -82%
HOWA
2830
Heritage Oak Wealth Advisors
Florida
$205K +$188K +3,860 New
NWWA
2831
New Wave Wealth Advisors
Arkansas
$205K +$188K +3,860 New
FWI
2832
Facet Wealth Inc
Maryland
$205K +$180K +3,699 New
OFS
2833
OneAscent Financial Services
Alabama
$205K -$33.2K -682 -15%
SIC
2834
Samalin Investment Counsel
New York
$205K -$37.6K -774 -17%
ODIJL
2835
One Day In July LLC
Vermont
$204K +$187K +3,837 New
OLVIG
2836
Oliver Lagore Vanvalin Investment Group
Michigan
$204K -$30.2K -621 -14%
PPG
2837
Peak Planning Group
Colorado
$203K -$199K -4,089 -52%
GCP
2838
GSA Capital Partners
United Kingdom
$203K -$2.85M -58,607 -94%
CAM
2839
Clark Asset Management
New Hampshire
$202K +$184K +3,787 New
CA
2840
Centerpoint Advisors
Massachusetts
$195K +$33K +679 +23%
OP
2841
ORG Partners
Indiana
$193K -$266K -5,467 -60%
PPA
2842
Painted Porch Advisors
California
$189K -$4.18K -86 -2%
CCA
2843
Criterion Capital Advisors
Tennessee
$188K – – –
AWM
2844
Abound Wealth Management
Tennessee
$187K +$6.57K +135 +4%
FDP
2845
Financiere des Professionnels
Quebec, Canada
$186K +$170K +3,500 New
CTC
2846
Cetera Trust Company
Minnesota
$186K – – –
DWM
2847
Darwin Wealth Management
Florida
$182K +$167K +3,424 New
AWA
2848
Authentikos Wealth Advisory
California
$182K +$166K +3,419 New
YDMI
2849
Y.D. More Investments
Israel
$179K +$68.5K +1,409 +72%
PP
2850
PrairieView Partners
Minnesota
$177K -$438K -8,999 -73%
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114
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