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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2826
4J Wealth Management
Virginia
$236K +$208K +1,452 New
PCA
2827
Pallas Capital Advisors
Massachusetts
$235K -$208K -1,451 -51%
IWP
2828
IAG Wealth Partners
Wisconsin
$235K -$50.8K -354 -20%
AA
2829
ACT Advisors
North Carolina
$235K +$207K +1,441 New
WFA
2830
Wade Financial Advisory
California
$235K +$207K +1,442 New
DIS
2831
Diversified Investment Strategies
Louisiana
$234K +$206K +1,436 New
FCMC
2832
Founders Capital Management (Connecticut)
Connecticut
$233K +$205K +1,430 New
KBFS
2833
Kohmann Bosshard Financial Services
Ohio
$233K +$205K +1,430 New
BAG
2834
Briggs Advisory Group
Rhode Island
$233K +$205K +1,431 New
WH
2835
Willner & Heller
California
$232K -$2.15K -15 -0.8%
LWM
2836
Ledge Wealth Management
Minnesota
$231K +$203K +1,416 New
BIM
2837
Bullseye Investment Management
Ohio
$231K +$203K +1,418 New
KNW
2838
Kesler Norman & Wride
Utah
$231K +$204K +1,420 New
AHIA
2839
Andrew Hill Investment Advisors
Florida
$230K – – –
BG
2840
Benedetti & Gucer
Georgia
$230K +$203K +1,414 New
TW
2841
Towerpoint Wealth
California
$229K +$201K +1,404 New
AF
2842
AtlasMark Financial
Texas
$229K +$201K +1,404 New
MS
2843
Maven Securities
Jersey
$228K -$191K -1,330 -49%
SC
2844
Saturna Capital
Washington
$228K +$201K +1,400 New
SIAM
2845
Sterling Investment Advisors (Missouri)
Missouri
$228K +$201K +1,400 New
PCG
2846
Prosperity Consulting Group
Maryland
$228K +$201K +1,402 New
MAWCM
2847
Mine & Arao Wealth Creation & Management
California
$227K -$24.8K -173 -11%
SSC
2848
Syverson Strege & Co
Iowa
$227K +$143 +1 +0.1%
TFP
2849
Tilia Fiduciary Partners
North Carolina
$226K +$48.3K +337 +32%
CIM
2850
Corbyn Investment Management
Maryland
$226K +$199K +1,385 New
112 113
114
115 116