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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3051
Blackston Financial Advisory Group
Florida
$238K +$4.18K +68 +2%
MWP
3052
Meridian Wealth Partners
Pennsylvania
$237K +$9.34K +152 +5%
WF
3053
Whelan Financial
California
$236K +$9.89K +161 +5%
RWA
3054
Redhawk Wealth Advisors
Minnesota
$236K -$10.6K -173 -5%
AIM
3055
Avity Investment Management
Connecticut
$236K -$13K -211 -6%
LT
3056
Legacy Trust
Michigan
$235K – – –
LI
3057
Lafayette Investments
Maryland
$235K – – –
WDL
3058
Well Done LLC
Michigan
$235K -$149K -2,420 -42%
LODC
3059
Lanham O'Dell & Company
West Virginia
$235K +$184 +3 +0.1%
OIS
3060
OneAscent Investment Solutions
Alabama
$234K +$208K +3,378 New
OLVIG
3061
Oliver Lagore Vanvalin Investment Group
Michigan
$234K +$233K +3,791 New
TI
3062
Truepoint Inc
Ohio
$234K -$34.6K -563 -14%
CCIA
3063
Campbell & Co Investment Adviser
Maryland
$233K -$432K -7,031 -68%
FCIM
3064
Fairview Capital Investment Management
California
$233K – – –
CWMGO
3065
Capstone Wealth Management Group (Oregon)
Oregon
$233K -$86K -1,400 -29%
DAS
3066
DMKC Advisory Services
Iowa
$233K +$209K +3,405 New
TCG
3067
Transcendent Capital Group
Oklahoma
$232K +$206K +3,346 New
JHCP
3068
Jackson Hole Capital Partners
Oklahoma
$232K – – –
RWRC
3069
R.W. Roge & Company
New York
$232K +$4.12K +67 +2%
NF
3070
Nikulski Financial
Iowa
$232K +$184 +3 +0.1%
PP
3071
PFS Partners
New Jersey
$232K +$61 +1 +0%
GVCM
3072
Global View Capital Management
Wisconsin
$232K -$73.7K -1,200 -26%
KFGG
3073
Keystone Financial Group (Georgia)
Georgia
$231K +$41.2K +670 +25%
AF
3074
Atala Financial
California
$231K – – –
TM
3075
TigerOak Management
New Mexico
$231K -$20.8K -338 -9%
121 122
123
124 125