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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3076
Silver Oak Advisory Group
Oregon
$204K +$197K +3,452 New
CWA
3077
Crux Wealth Advisors
California
$204K +$197K +3,446 New
HA
3078
HFG Advisors
Ohio
$204K +$197K +3,444 New
CIS
3079
Custom Index Systems
New York
$204K +$197K +3,441 New
GWM
3080
Gitterman Wealth Management
New Jersey
$204K +$196K +3,440 New
IFPG
3081
Intrepid Financial Planning Group
Indiana
$203K +$196K +3,435 New
NF
3082
Nikulski Financial
Iowa
$203K +$196K +3,433 New
LC
3083
Landaas & Company
Wisconsin
$203K +$195K +3,423 New
FA
3084
Fountainhead AM
New Jersey
$202K -$1.06M -18,556 -84%
APW
3085
Axim Planning & Wealth
Ohio
$202K +$195K +3,411 New
AWA
3086
Authentikos Wealth Advisory
California
$202K -$571 -10 -0.3%
RIM
3087
RW Investment Management
Idaho
$202K -$150K -2,629 -44%
WAM
3088
WNY Asset Management
New York
$201K +$194K +3,401 New
FPF
3089
First Pacific Financial
Washington
$201K +$171K +2,998 +746%
TW
3090
Traveka Wealth
California
$201K +$194K +3,396 New
LWM
3091
LJI Wealth Management
Indiana
$201K +$194K +3,392 New
LI
3092
Lafayette Investments
Maryland
$201K +$193K +3,387 New
AWM
3093
Abound Wealth Management
Tennessee
$200K -$7.42K -130 -4%
MAMG
3094
Milestone Asset Management Group
Connecticut
$200K +$193K +3,380 New
YDMI
3095
Y.D. More Investments
Israel
$200K +$228 +4 +0.1%
AF
3096
Atala Financial
California
$197K +$190K +3,335 New
CA
3097
Centerpoint Advisors
Massachusetts
$196K -$20K -351 -10%
AT
3098
Avalon Trust
New Mexico
$193K – – –
SC
3099
Stance Capital
Massachusetts
$191K +$184K +3,223 New
1IA
3100
1620 Investment Advisors
Massachusetts
$190K -$3.37K -59 -2%
122 123
124
125 126