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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2876
Bridge Advisory
California
$211K +$186K +1,295 New
SWA
2877
Safir Wealth Advisors
New Hampshire
$211K +$186K +1,298 New
RWRC
2878
R.W. Roge & Company
New York
$210K +$185K +1,290 New
IA
2879
Inspire Advisors
Idaho
$210K +$185K +1,291 New
GC
2880
GFG Capital
Florida
$210K +$185K +1,292 New
GSIS
2881
Global Strategic Investment Solutions
Arizona
$210K +$185K +1,292 New
RRC
2882
Relaxing Retirement Coach
Massachusetts
$210K +$185K +1,292 New
LPP
2883
Life Planning Partners
Florida
$209K – – –
TFA
2884
Trinity Financial Advisors
Ohio
$209K +$184K +1,281 New
CIM
2885
Cambria Investment Management
California
$208K -$3.58M -24,968 -95%
ACM
2886
Antonetti Capital Management
Florida
$208K -$530K -3,695 -74%
CFG
2887
CKW Financial Group
Hawaii
$208K +$13.2K +92 +8%
BAM
2888
Bruderman Asset Management
New York
$207K -$84.9K -592 -32%
GJCM
2889
Grand Jean Capital Management
California
$207K +$183K +1,273 New
SWP
2890
Summit Wealth Partners
Florida
$206K +$182K +1,266 New
CT
2891
Clearstead Trust
Maine
$206K – – –
HCM
2892
Highview Capital Management
Illinois
$206K +$181K +1,263 New
BWA
2893
Burt Wealth Advisors
Maryland
$205K +$180K +1,256 New
DSA
2894
Droms Strauss Advisors
Missouri
$204K +$177K +1,232 New
WFS
2895
Walker Financial Services
Kentucky
$203K +$179K +1,248 New
FVWA
2896
Foster Victor Wealth Advisors
South Carolina
$203K +$177K +1,234 New
MIG
2897
McGuire Investment Group
Rhode Island
$203K +$179K +1,248 New
TC
2898
Tatro Capital
Kentucky
$202K +$178K +1,238 New
IF
2899
Integrity Financial
Wyoming
$202K +$178K +1,240 New
LFA
2900
Laraway Financial Advisors
Minnesota
$202K +$178K +1,240 New
114 115
116
117 118