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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3801
Catalina Capital Group
California
$278K +$245K +1,346 New
UFA
3802
Uptown Financial Advisors
Texas
$278K – – –
SWM
3803
Selective Wealth Management
Virginia
$278K +$34.3K +188 +15%
RW
3804
REDW Wealth
New Mexico
$277K +$2.01K +11 +0.8%
AWMI
3805
Aegis Wealth Management (Iowa)
Iowa
$277K +$2.01K +11 +0.8%
OKSA
3806
O'Keefe Stevens Advisory
New York
$277K – – –
AIA
3807
Alternative Investment Advisors
Florida
$277K -$30.6K -168 -11%
DG
3808
Diesslin Group
Texas
$276K – – –
E
3809
Entelevest
Florida
$276K +$243K +1,334 New
MWP
3810
Meridian Wealth Partners
Pennsylvania
$276K +$243K +1,333 New
SAM
3811
Stembrook Asset Management
New Jersey
$276K – – –
MFP
3812
Meramec Financial Planners
Missouri
$275K +$1.09K +6 +0.4%
FWM
3813
Fonville Wealth Management
Virginia
$275K +$243K +1,330 New
BF
3814
Blankinship & Foster
California
$275K – – –
PWAC
3815
Private Wealth Advisors (California)
California
$275K -$9.3K -51 -4%
PCM
3816
Prelude Capital Management
New York
$275K +$242K +1,328 New
SDWMA
3817
Schneider Downs Wealth Management Advisors
Pennsylvania
$274K +$242K +1,326 New
BFAG
3818
Blackston Financial Advisory Group
Florida
$274K +$242K +1,326 New
AFC
3819
AFT Forsyth & Company
Florida
$274K -$45.6K -250 -16%
RBCM
3820
Raub Brock Capital Management
California
$273K – – –
RGF
3821
Retirement Guys Formula
Ohio
$273K +$241K +1,321 New
AFA
3822
Allium Financial Advisors
Oregon
$273K -$4.01K -22 -2%
MGWA
3823
Monument Group Wealth Advisors
Massachusetts
$273K +$241K +1,320 New
DWS
3824
Discipline Wealth Solutions
South Carolina
$272K -$4.92K -27 -2%
CAM
3825
Councilmark Asset Management
Tennessee
$272K – – –
151 152
153
154 155