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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1626
First Business Financial Services
Wisconsin
$239K +$206K +2,312 New
NHC
1627
Nicholas Hoffman & Company
Georgia
$238K +$205K +2,301 New
SMWM
1628
Silvia McColl Wealth Management
California
$238K +$205K +2,300 New
SB
1629
Strategic Blueprint
Georgia
$238K +$205K +2,299 New
AF
1630
Amara Financial
California
$237K -$298K -3,337 -59%
MA
1631
MJP Associates
Connecticut
$237K +$205K +2,293 New
FFA
1632
Fragasso Financial Advisors
Pennsylvania
$237K +$204K +2,290 New
OIM
1633
Oder Investment Management
California
$236K +$204K +2,284 New
MSFP
1634
Mark Sheptoff Financial Planning
Connecticut
$236K – – –
1WA
1635
180 Wealth Advisors
Washington
$236K +$204K +2,282 New
CPW
1636
Crestmont Private Wealth
Texas
$236K +$203K +2,278 New
RZH
1637
Relyea Zuckerberg Hanson
Connecticut
$235K +$203K +2,274 New
RWC
1638
Rare Wolf Capital
Washington
$234K -$660K -7,395 -77%
GHA
1639
Granite Harbor Advisors
Texas
$234K +$202K +2,260 New
BIA
1640
Beacon Investment Advisors
Maryland
$233K +$201K +2,250 New
HNWA
1641
Henrickson Nauta Wealth Advisors
Michigan
$233K +$201K +2,248 New
AFA
1642
Alpha Financial Advisors
North Carolina
$232K +$200K +2,244 New
SLP
1643
Storen Legacy Partners
Indiana
$232K +$200K +2,242 New
MWA
1644
Midland Wealth Advisors
Illinois
$231K +$199K +2,231 New
KAS
1645
KPP Advisory Services
Kentucky
$231K +$199K +2,229 New
SPC
1646
Spirepoint Private Client
Florida
$230K +$198K +2,222 New
SSWM
1647
Sheets Smith Wealth Management
North Carolina
$229K -$625K -6,997 -76%
BFC
1648
Bedel Financial Consulting
Indiana
$228K +$197K +2,209 New
AI
1649
AXS Investments
New York
$228K -$39.6K -444 -17%
SMA
1650
Seven Mile Advisory
New Jersey
$228K +$197K +2,206 New
64 65
66
67 68