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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
4051
Benchmark Financial
Delaware
$207K +$182K +1,000 New
MHFA
4052
Mission Hills Financial Advisory
California
$206K +$182K +996 New
CCP
4053
Carmel Capital Partners
California
$206K +$181K +994 New
SFG
4054
Snider Financial Group
Washington
$205K +$181K +990 New
ICA
4055
Infrastructure Capital Advisors
New York
$204K -$2.41M -13,226 -93%
PGA
4056
Portland Global Advisors
Maine
$204K +$180K +985 New
MKW
4057
Mullaney, Keating & Wright
Connecticut
$204K +$179K +984 New
OL
4058
Odyssean LLC
Connecticut
$203K +$179K +983 New
CWM
4059
Collaborative Wealth Management
Florida
$203K -$369K -2,023 -67%
LJHT
4060
Laurie J. Hall Trustee
$203K +$179K +979 New
NF
4061
Nikulski Financial
Iowa
$203K +$179K +979 New
PWM
4062
Proathlete Wealth Management
Florida
$202K – – –
IPW
4063
Invictus Private Wealth
Colorado
$202K +$178K +978 New
CPG
4064
Cornerstone Planning Group
New Jersey
$202K +$22.1K +121 +13%
BAWM
4065
Bennett Associates Wealth Management
Pennsylvania
$202K +$178K +978 New
WF
4066
WinCap Financial
Massachusetts
$202K +$178K +976 New
JE
4067
Jacobs Equity
Utah
$202K +$178K +975 New
HBFP
4068
Henderson Brothers Financial Partners
Pennsylvania
$202K +$178K +974 New
HGA
4069
Hobbs Group Advisors
South Carolina
$201K +$177K +972 New
G
4070
GenTrust
Florida
$201K +$177K +970 New
AWA
4071
Asempa Wealth Advisors
Louisiana
$200K +$185K +1,015 New
DI
4072
Disciplined Investors
Texas
$200K +$177K +968 New
QWM
4073
Quaker Wealth Management
New Jersey
$199K -$5.11K -28 -3%
EPIME
4074
Evelyn Partners Investment Management (Europe)
$199K – – –
FP
4075
Financial Perspectives
Minnesota
$199K -$148K -810 -46%
161 162
163
164 165