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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3076
Walkner Condon Financial Advisors
Wisconsin
$225K +$219K +1,256 New
WH
3077
Whitcomb & Hess
Ohio
$225K +$219K +1,254 New
D
3078
Dentgroup
Louisiana
$224K +$218K +1,248 New
IFA
3079
Interactive Financial Advisors
Illinois
$222K – – –
GWA
3080
GGM Wealth Advisors
Maryland
$221K -$52.2K -299 -19%
ETS
3081
ESL Trust Services
New York
$221K +$215K +1,232 New
MA
3082
MAS Advisors
Florida
$220K -$39.6K -227 -16%
SWA
3083
Safir Wealth Advisors
New Hampshire
$220K +$213K +1,223 New
IF
3084
Integrity Financial
Wyoming
$219K +$698 +4 +0.3%
AC
3085
Annandale Capital
Texas
$219K +$213K +1,218 New
AC
3086
Applied Capital
Arkansas
$219K +$213K +1,220 New
WCA
3087
Waypoint Capital Advisors
Minnesota
$218K +$212K +1,216 New
PCH
3088
PGIM Custom Harvest
New Jersey
$218K +$212K +1,215 New
GC
3089
GFG Capital
Florida
$218K +$212K +1,213 New
YWS
3090
Yarger Wealth Strategies
Ohio
$217K +$211K +1,211 New
SWIG
3091
Strategic Wealth Investment Group
Kentucky
$217K +$214K +1,225 New
HIG
3092
Heritage Investment Group
Florida
$217K +$211K +1,207 New
HAC
3093
Harbor Advisory Corp
New Hampshire
$217K +$211K +1,208 New
SPWM
3094
Spartan Planning & Wealth Management
North Carolina
$217K +$67.9K +389 +48%
CPG
3095
Cornerstone Planning Group
New Jersey
$216K +$211K +1,207 New
GA
3096
Goldstein Advisors
Wisconsin
$216K +$210K +1,206 New
HCM
3097
Howard Capital Management
Georgia
$216K +$210K +1,203 New
GF
3098
Goodman Financial
Texas
$215K +$209K +1,200 New
TM
3099
Tiger Management
New York
$215K +$209K +1,200 New
CBNLCF
3100
Cognios Beta Neutral Large Cap Fund
Kansas
$215K +$209K +1,199 New
122 123
124
125 126