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Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
3101
New Perspectives Inc
Mississippi
$357K +$356K +2,297 New
USWIA
3102
UP Strategic Wealth Investment Advisors
Pennsylvania
$356K +$86.3K +557 +31%
O3W
3103
Omni 360 Wealth
New Jersey
$356K -$774 -5 -0.2%
TCM
3104
Tradewinds Capital Management
Washington
$356K +$155 +1 +0%
MPIA
3105
Mountain Pacific Investment Advisers
Idaho
$356K – – –
SC
3106
Solstein Capital
California
$355K +$2.32K +15 +0.7%
MAC
3107
Mason & Associates (California)
California
$355K +$12.5K +81 +4%
NF
3108
Nvest Financial
New Hampshire
$354K +$352K +2,276 New
CA
3109
Claris Advisors
Missouri
$353K – – –
RIS
3110
Richmond Investment Services
Wisconsin
$352K +$64.1K +414 +22%
CFGSD
3111
Compass Financial Group (South Dakota)
South Dakota
$352K +$1.86K +12 +0.5%
BOSSRA
3112
B.O.S.S. Retirement Advisors
Utah
$352K -$1.39K -9 -0.4%
FFA
3113
Fragasso Financial Advisors
Pennsylvania
$352K +$80.8K +522 +30%
RPGNY
3114
Retirement Planning Group (New York)
New York
$351K +$619 +4 +0.2%
VNA
3115
Valley National Advisers
Pennsylvania
$351K -$21.2K -137 -6%
LEA
3116
Legacy Edge Advisors
New York
$351K +$9.6K +62 +3%
SIG
3117
Spinnaker Investment Group
California
$351K +$350K +2,258 New
ACC
3118
Acorn Creek Capital
Colorado
$351K +$11K +71 +3%
IA
3119
Inspire Advisors
Idaho
$350K -$619 -4 -0.2%
BF
3120
Brucke Financial
Indiana
$350K -$5.27K -34 -2%
MWA
3121
Medallion Wealth Advisors
Connecticut
$350K +$9.45K +61 +3%
SWMG
3122
Stillwater Wealth Management Group
Florida
$350K +$349K +2,255 New
AGC
3123
Aspen Grove Capital
Colorado
$350K -$147K -949 -30%
NPF
3124
Norris Perne & French
Michigan
$350K +$80.1K +517 +30%
CWM
3125
Centurion Wealth Management
Virginia
$349K +$113K +731 +48%
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