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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
3101
R.W. Roge & Company
New York
$203K +$203K +3,290 New
FSC
3102
Full Sail Capital
Oklahoma
$203K +$202K +3,286 New
IAP
3103
Indie Asset Partners
Indiana
$203K -$19.9K -323 -9%
BI
3104
Binnacle Investments
Iowa
$203K +$202K +3,282 New
CG
3105
Clarus Group
Texas
$202K +$202K +3,278 New
KFS
3106
Kelly Financial Services
Massachusetts
$202K +$202K +3,275 New
AWA
3107
Authentikos Wealth Advisory
California
$202K -$8.43K -137 -4%
MWP
3108
Meridian Wealth Partners
Pennsylvania
$202K -$21.1K -342 -9%
CRWM
3109
Castle Rock Wealth Management
California
$202K – – –
ODIJL
3110
One Day In July LLC
Vermont
$202K -$20.3K -329 -9%
AWM
3111
Abound Wealth Management
Tennessee
$201K -$7.63K -124 -4%
AMIM
3112
Aull & Monroe Investment Management
Alabama
$201K +$200K +3,251 New
NC
3113
NBW Capital
Massachusetts
$200K +$200K +3,249 New
APWA
3114
Atlas Private Wealth Advisors
New Jersey
$200K +$200K +3,247 New
BFA
3115
Buttonwood Financial Advisors
Maryland
$200K +$200K +3,245 New
PA
3116
Prism Advisors
California
$200K +$200K +3,244 New
WF
3117
Whelan Financial
California
$200K +$200K +3,243 New
1IA
3118
1620 Investment Advisors
Massachusetts
$198K – – –
PWA
3119
Physician Wealth Advisors
Utah
$194K +$5.17K +84 +3%
SC
3120
Stephens Consulting
Michigan
$193K +$7.63K +124 +4%
CWM
3121
Centricity Wealth Management
Ohio
$193K – – –
VFM
3122
Vision Financial Markets
Connecticut
$192K – – –
WA
3123
Whipplewood Advisors
Colorado
$187K +$1.23K +20 +0.7%
SO
3124
Sierra Ocean
California
$186K +$42K +683 +29%
BIM
3125
Breakwater Investment Management
Washington
$185K – – –
123 124
125
126 127