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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3301
Silver Oak Advisory Group
Oregon
$247K -$91.3K -1,230 -28%
TW
3302
Traveka Wealth
California
$247K -$12.5K -169 -5%
FC
3303
Fulcrum Capital
Washington
$246K – – –
MC
3304
Middleton & Co
Massachusetts
$246K – – –
OIS
3305
OneAscent Investment Solutions
Alabama
$246K -$13.5K -182 -5%
GCP
3306
Gill Capital Partners
Colorado
$245K -$6.68K -90 -3%
MSWM
3307
Master's Wealth Management
Pennsylvania
$245K +$236K +3,180 New
TM
3308
Torren Management
California
$245K +$236K +3,180 New
MA
3309
Mezzasalma Advisors
New Jersey
$245K – – –
CWA
3310
Crusonia Wealth Advisors
Colorado
$242K +$233K +3,146 New
NWM
3311
Nolet Wealth Management
Texas
$242K +$233K +3,143 New
AC
3312
AWM Capital
Arizona
$242K +$816 +11 +0.4%
BPFA
3313
Barnes Pettey Financial Advisors
Mississippi
$241K -$297K -4,000 -56%
NI
3314
NDVR Inc
Massachusetts
$241K -$76.3K -1,028 -25%
LI
3315
Louisbourg Investments
New Brunswick, Canada
$241K +$3.71K +50 +2%
DHC
3316
Drum Hill Capital
Connecticut
$241K – – –
CFP
3317
Curran Financial Partners
South Carolina
$241K +$232K +3,126 New
CA
3318
CapWealth Advisors
Tennessee
$240K +$2.67K +36 +1%
CA
3319
COFG Advisors
Illinois
$240K +$232K +3,121 New
YWM
3320
Yukon Wealth Management
Kansas
$239K -$6.53K -88 -3%
NF
3321
Nikulski Financial
Iowa
$239K -$25.5K -343 -10%
DFC
3322
DBK Financial Counsel
Ohio
$239K +$1.34K +18 +0.6%
FCIM
3323
Fairview Capital Investment Management
California
$238K -$16.8K -227 -7%
WQ
3324
Wealth Quarterback
New Jersey
$238K +$594 +8 +0.3%
ES
3325
ETF Store
Kansas
$238K +$965 +13 +0.4%
131 132
133
134 135