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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3801
Kaizen Financial Strategies
California
$223K +$33.3K +179 +15%
AFAS
3802
Acorn Financial Advisory Services
Virginia
$222K -$10.4K -56 -4%
S
3803
Sachetta
Massachusetts
$222K +$25.9K +139 +12%
DWS
3804
Discipline Wealth Solutions
South Carolina
$222K +$4.47K +24 +2%
AWMI
3805
Aegis Wealth Management (Iowa)
Iowa
$222K +$558 +3 +0.2%
CPWL
3806
Coquina Private Wealth LLC
Florida
$222K -$7.07K -38 -3%
DWM
3807
Daner Wealth Management
Georgia
$222K +$745 +4 +0.4%
OKSA
3808
O'Keefe Stevens Advisory
New York
$222K – – –
CWM
3809
Circle Wealth Management
New Jersey
$221K -$17.3K -93 -7%
CPW
3810
Cogent Private Wealth
Florida
$221K -$6.33K -34 -2%
DG
3811
Diesslin Group
Texas
$221K – – –
SAM
3812
Stembrook Asset Management
New Jersey
$221K – – –
BWA
3813
BlueSky Wealth Advisors
North Carolina
$221K +$3.54K +19 +1%
LIM
3814
Loudon Investment Management
New Hampshire
$220K +$37.2K +200 +18%
BF
3815
Blankinship & Foster
California
$220K – – –
ACM
3816
Armbruster Capital Management
New York
$220K -$130K -698 -34%
HWA
3817
HMV Wealth Advisors
Louisiana
$220K +$35K +188 +17%
ISS
3818
Intesa Sanpaolo SpA.
Italy
$220K +$192K +1,030 +343%
CA
3819
CWC Advisors
Oregon
$220K +$12.3K +66 +5%
AFC
3820
AFT Forsyth & Company
Florida
$219K – – –
RTC
3821
Riverview Trust Company
Washington
$219K -$27.9K -150 -10%
RBCM
3822
Raub Brock Capital Management
California
$219K – – –
CFG
3823
CKW Financial Group
Hawaii
$219K +$3.91K +21 +2%
SM
3824
Sciencast Management
New Jersey
$219K -$5.46M -29,350 -96%
FZCM
3825
Flynn Zito Capital Management
New York
$219K -$31.3K -168 -11%
151 152
153
154 155