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Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
3101
Full Sail Capital
Oklahoma
$203K +$202K +3,286 New
IAP
3102
Indie Asset Partners
Indiana
$203K -$19.9K -323 -9%
BI
3103
Binnacle Investments
Iowa
$203K +$202K +3,282 New
CG
3104
Clarus Group
Texas
$202K +$202K +3,278 New
KFS
3105
Kelly Financial Services
Massachusetts
$202K +$202K +3,275 New
AWA
3106
Authentikos Wealth Advisory
California
$202K -$8.43K -137 -4%
MWP
3107
Meridian Wealth Partners
Pennsylvania
$202K -$21.1K -342 -9%
CRWM
3108
Castle Rock Wealth Management
California
$202K – – –
ODIJL
3109
One Day In July LLC
Vermont
$202K -$20.3K -329 -9%
AWM
3110
Abound Wealth Management
Tennessee
$201K -$7.63K -124 -4%
AMIM
3111
Aull & Monroe Investment Management
Alabama
$201K +$200K +3,251 New
NC
3112
NBW Capital
Massachusetts
$200K +$200K +3,249 New
APWA
3113
Atlas Private Wealth Advisors
New Jersey
$200K +$200K +3,247 New
BFA
3114
Buttonwood Financial Advisors
Maryland
$200K +$200K +3,245 New
PA
3115
Prism Advisors
California
$200K +$200K +3,244 New
WF
3116
Whelan Financial
California
$200K +$200K +3,243 New
1IA
3117
1620 Investment Advisors
Massachusetts
$198K – – –
PWA
3118
Physician Wealth Advisors
Utah
$194K +$5.17K +84 +3%
SC
3119
Stephens Consulting
Michigan
$193K +$7.63K +124 +4%
CWM
3120
Centricity Wealth Management
Ohio
$193K – – –
VFM
3121
Vision Financial Markets
Connecticut
$192K – – –
WA
3122
Whipplewood Advisors
Colorado
$187K +$1.23K +20 +0.7%
SO
3123
Sierra Ocean
California
$186K +$42K +683 +29%
BIM
3124
Breakwater Investment Management
Washington
$185K – – –
B
3125
Birchbrook
Maine
$183K +$10.8K +176 +6%
123 124
125
126 127