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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMI
3726
Aegis Wealth Management (Iowa)
Iowa
$202K +$202K +1,326 New
PPP
3727
Prism Planning Partners
Illinois
$202K +$202K +1,326 New
DC
3728
Dorval Corp
Minnesota
$202K +$609 +4 +0.3%
CFS
3729
Cannon Financial Strategists
Georgia
$202K -$1.83K -12 -0.9%
KFP
3730
Kerr Financial Planning
California
$202K +$24.8K +163 +17%
RBCM
3731
Raub Brock Capital Management
California
$201K – – –
IDA
3732
Intelligence Driven Advisers
California
$201K +$201K +1,320 New
MWA
3733
Miller Wealth Advisors
Colorado
$201K +$1.83K +12 +0.9%
CL
3734
CVFG LLC
Indiana
$201K +$201K +1,319 New
SI
3735
Seeds Investor
New York
$201K +$201K +1,319 New
ICM
3736
Intrepid Capital Management
Florida
$201K -$3.35K -22 -2%
CAM
3737
Councilmark Asset Management
Tennessee
$200K – – –
AWA
3738
Alta Wealth Advisors
Massachusetts
$200K -$7.92K -52 -4%
RWRC
3739
R.W. Roge & Company
New York
$200K – – –
CFG
3740
CKW Financial Group
Hawaii
$198K +$457 +3 +0.2%
C
3741
Covestor
United Kingdom
$198K +$39K +256 +25%
BAM
3742
Bellevue Asset Management
Washington
$198K +$914 +6 +0.5%
MAS
3743
MPWM Advisory Solutions
Georgia
$196K -$7.92K -52 -4%
SC
3744
Swan Capital
Florida
$195K +$19K +125 +11%
CFG
3745
Clayton Financial Group
Missouri
$194K +$177K +1,159 +999%
VWA
3746
VSM Wealth Advisory
Maryland
$194K +$457 +3 +0.2%
LAS
3747
Lloyd Advisory Services
Georgia
$193K -$44.6K -293 -19%
CFP
3748
Comprehensive Financial Planning
Pennsylvania
$193K +$1.22K +8 +0.6%
TCM
3749
Tradewinds Capital Management
Washington
$188K -$161K -1,059 -46%
AW
3750
Ankerstar Wealth
Texas
$186K +$186K +1,223 New
148 149
150
151 152