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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
4001
Box Hill Private Wealth
Arizona
$220K +$194K +1,063 New
CA
4002
Centennial Advisors
Texas
$220K +$194K +1,063 New
OIS
4003
OneAscent Investment Solutions
Alabama
$220K +$194K +1,062 New
AWM
4004
Alterna Wealth Management
Texas
$220K +$193K +1,061 New
KFS
4005
Kaizen Financial Strategies
California
$219K +$213K +1,166 New
CWA
4006
Continuum Wealth Advisors
New York
$219K +$193K +1,060 New
AF
4007
Aldebaran Financial
$219K +$193K +1,057 New
QP
4008
Quartz Partners
New York
$219K +$193K +1,057 New
PA
4009
PFW Advisors
Georgia
$219K +$193K +1,057 New
HFS
4010
Hoge Financial Services
Pennsylvania
$218K +$192K +1,054 New
AA
4011
ACT Advisors
North Carolina
$218K +$192K +1,053 New
ACP
4012
Arcus Capital Partners
Georgia
$218K -$313K -1,719 -62%
CC
4013
Cultivar Capital
Texas
$217K +$192K +1,051 New
IWA
4014
Inspirion Wealth Advisors
Illinois
$217K +$191K +1,050 New
KBFS
4015
Kohmann Bosshard Financial Services
Ohio
$217K -$9.85K -54 -5%
SA
4016
SFI Advisors
New Jersey
$216K -$53.2K -292 -22%
ARC
4017
Advisor Resource Council
Texas
$216K +$191K +1,046 New
CC
4018
Capstone Capital
Nevada
$216K +$191K +1,046 New
CFG
4019
Carr Financial Group
Massachusetts
$216K +$190K +1,044 New
SPA
4020
Sentinel Pension Advisors
Massachusetts
$216K +$190K +1,042 New
IHL
4021
Investment House LLC
California
$216K +$190K +1,042 New
AP
4022
Aspect Partners
Virginia
$215K – – –
BWM
4023
Bernard Wealth Management
Michigan
$215K – – –
CFG
4024
Carter Financial Group
Illinois
$215K +$189K +1,039 New
MWM
4025
McCartney Wealth Management
Missouri
$215K +$189K +1,038 New
159 160
161
162 163