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Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
2601
Community Bank of Raymore
Missouri
$245K – – –
NG
2602
NWK Group
California
$245K – – –
NFG
2603
Nadler Financial Group
Illinois
$245K +$9.65K +85 +4%
FFWM
2604
Future Financial Wealth Management
Ohio
$245K +$234K +2,056 New
CCP
2605
Carmel Capital Partners
California
$245K +$237K +2,084 New
NCM
2606
Noesis Capital Mangement
Florida
$244K -$30K -264 -11%
IP
2607
Isthmus Partners
Wisconsin
$244K – – –
FPWM
2608
FSB Premier Wealth Management
Iowa
$243K -$7.38K -65 -3%
CSIA
2609
Carl Stuart Investment Advisor
Texas
$243K +$235K +2,072 New
RCI
2610
RS Crum Inc
California
$243K +$236K +2,074 New
BA
2611
Ballew Advisors
Mississippi
$242K -$5.45K -48 -2%
HA
2612
HYA Advisors
Missouri
$241K +$795 +7 +0.3%
CCM
2613
Cribstone Capital Management
Maine
$241K +$224K +1,970 +2,373%
SIS
2614
Sound Income Strategies
Florida
$240K -$41.9K -369 -15%
LA
2615
Legacy Advisors
Pennsylvania
$240K -$9.31K -82 -4%
PS
2616
Portfolio Solutions
Michigan
$240K – – –
DWM
2617
Denver Wealth Management
Colorado
$240K +$232K +2,042 New
WA
2618
Wambolt & Associates
Colorado
$239K +$1.7K +15 +0.7%
LCS
2619
Levin Capital Strategies
New York
$238K – – –
BIA
2620
Bell Investment Advisors
California
$238K +$11.6K +102 +5%
FA
2621
Fiducient Advisors
Illinois
$238K +$231K +2,030 New
PCM
2622
Pointe Capital Management
Michigan
$237K -$1.14K -10 -0.5%
SFP
2623
Sterling Financial Planning
New Jersey
$237K +$16.8K +148 +8%
CSPAM
2624
Cary Street Partners Asset Management
Virginia
$236K +$228K +2,008 New
FP
2625
Financial Perspectives
Minnesota
$236K – – –
103 104
105
106 107