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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3801
Breachway Investments
Rhode Island
$215K +$191K +1,830 New
EWM
3802
Elmwood Wealth Management
California
$215K +$191K +1,827 New
HA
3803
HFG Advisors
Ohio
$215K +$191K +1,827 New
RRA
3804
Round Rock Advisors
Connecticut
$215K +$191K +1,827 New
SPA
3805
Sentinel Pension Advisors
Massachusetts
$214K +$200K +1,916 New
JA
3806
JVL Associates
Michigan
$214K +$191K +1,824 New
CL
3807
CPWA LLC
Oregon
$214K +$191K +1,822 New
MAG
3808
Meadowbrook Advisors Group
New Jersey
$214K -$81K -775 -30%
FWA
3809
Flagship Wealth Advisors
Massachusetts
$214K – – –
TCWM
3810
Total Clarity Wealth Management
Illinois
$214K +$190K +1,818 New
SWA
3811
Strata Wealth Advisors
Texas
$214K +$190K +1,818 New
AWM
3812
Absher Wealth Management
North Carolina
$213K +$190K +1,816 New
TS
3813
Tamar Securities
California
$213K +$190K +1,816 New
AWC
3814
Adamsbrown Wealth Consultants
Kansas
$213K +$189K +1,809 New
HFS
3815
Hoge Financial Services
Pennsylvania
$212K +$189K +1,804 New
NF
3816
NavPoint Financial
Minnesota
$211K +$188K +1,800 New
WW
3817
Winnow Wealth
Texas
$211K +$188K +1,798 New
VBCG
3818
Valley Brook Capital Group
Pennsylvania
$211K +$188K +1,795 New
GC
3819
Gibson Capital
Pennsylvania
$209K +$186K +1,781 New
DWM
3820
Dynasty Wealth Management
Florida
$208K +$186K +1,774 New
RWS
3821
Resolute Wealth Strategies
Mississippi
$208K +$185K +1,767 New
LI
3822
Latash Investments
Alaska
$207K +$184K +1,762 New
MFA
3823
McClarren Financial Advisors
Pennsylvania
$207K +$184K +1,758 New
EFG
3824
Ehrlich Financial Group
California
$206K +$184K +1,757 New
IDA
3825
Intelligence Driven Advisers
California
$206K +$184K +1,755 New
151 152
153
154 155