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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
3501
Fernwood Investment Management
Massachusetts
$208K – – –
TCM
3502
TruNorth Capital Management
Michigan
$208K – – –
TPW
3503
Transatlantique Private Wealth
New York
$208K -$55.1K -360 -20%
SSWM
3504
Strait & Sound Wealth Management
California
$208K -$50.5K -330 -19%
AA
3505
Alpha Advisors
Virginia
$207K +$219K +1,431 New
BW
3506
Blalock Williams
Alabama
$207K +$219K +1,431 New
TFA
3507
Trinity Financial Advisors
Ohio
$207K -$4.9K -32 -2%
MADFP
3508
Michael A Dubis Financial Planning
Wisconsin
$206K +$218K +1,426 New
LFA
3509
Laraway Financial Advisors
Minnesota
$206K +$27.4K +179 +14%
OPPS
3510
Obsidian Personal Planning Solutions
Maryland
$205K -$41.8K -273 -17%
RMCM
3511
Reynders McVeigh Capital Management
Massachusetts
$205K -$45.9K -300 -18%
PP
3512
PrairieView Partners
Minnesota
$205K – – –
CWM
3513
Collaborative Wealth Management
Florida
$205K -$1.53K -10 -0.7%
AF
3514
Affiance Financial
Minnesota
$205K +$216K +1,412 New
LAS
3515
Lloyd Advisory Services
Georgia
$204K +$216K +1,411 New
TF
3516
Tandem Financial
Colorado
$204K +$216K +1,411 New
SFWC
3517
Strategic Family Wealth Counselors
New Jersey
$204K +$216K +1,411 New
SIAM
3518
Sterling Investment Advisors (Missouri)
Missouri
$204K +$1.53K +10 +0.7%
FA
3519
Fiducient Advisors
Illinois
$204K +$5.05K +33 +2%
AF
3520
AtlasMark Financial
Texas
$203K – – –
NG
3521
Northstar Group
New York
$203K +$5.82K +38 +3%
CWA
3522
Consilio Wealth Advisors
Washington
$203K +$214K +1,400 New
FEG
3523
Financial Enhancement Group
Indiana
$202K -$35.7K -233 -15%
HBS
3524
Howard Bailey Securities
Indiana
$202K +$213K +1,393 New
PP
3525
PFS Partners
New Jersey
$202K -$4.29K -28 -2%
139 140
141
142 143