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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
4026
Carl Stuart Investment Advisor
Texas
$212K +$187K +1,023 New
CGFA
4027
Colton Groome Financial Advisors
North Carolina
$212K +$187K +1,023 New
IIA
4028
IPG Investment Advisors
California
$212K +$187K +1,023 New
RWS
4029
Resolute Wealth Strategies
Mississippi
$211K +$186K +1,022 New
RPSA
4030
Richard P. Slaughter Associates
Texas
$211K -$81K -444 -30%
FGWP
4031
Founders Grove Wealth Partners
Virginia
$211K +$186K +1,019 New
MWM
4032
Maimon Wealth Management
Israel
$211K +$182K +1,000 New
HKIMG
4033
Hutchens & Kramer Investment Management Group
Indiana
$211K +$186K +1,018 New
VWA
4034
Vistica Wealth Advisors
California
$211K +$186K +1,018 New
AWA
4035
AmeriServ Wealth Advisors
Pennsylvania
$210K +$185K +1,016 New
AFA
4036
AA Financial Advisors
Ohio
$210K +$185K +1,014 New
GA
4037
Goldstein Advisors
Wisconsin
$210K +$185K +1,013 New
FPTW
4038
Franklin, Parlapiano, Turner & Welch
Texas
$209K -$31.2K -171 -13%
TVAMP
4039
Tennessee Valley Asset Management Partners
Tennessee
$209K +$184K +1,010 New
TPF
4040
Tribridge Partners Financial
Maryland
$209K +$191K +1,050 New
CAM
4041
Clarity Asset Management
Iowa
$209K -$12.9K -71 -7%
TMC
4042
Themes Management Co
Connecticut
$209K +$184K +1,009 New
MFT
4043
Moisand Fitzgerald Tamayo
Florida
$208K – – –
FPI
4044
Financial Plan Inc
Washington
$208K +$184K +1,007 New
DWM
4045
Daner Wealth Management
Georgia
$208K -$1.46K -8 -0.7%
CIM
4046
Catalyst Investment Management
New Hampshire
$208K -$37K -203 -15%
WCMN
4047
Westchester Capital Management (Nebraska)
Nebraska
$208K – – –
PFGWM
4048
Price Financial Group Wealth Management
Oregon
$208K +$206K +1,132 New
AC
4049
Asio Capital
Kentucky
$207K +$183K +1,002 New
GBA
4050
Garrison Bradford & Associates
New York
$207K – – –
160 161
162
163 164