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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2501
Heartwood Wealth Advisors
Virginia
$325K +$1.97K +19 +0.7%
SLC
2502
Second Line Capital
Louisiana
$325K +$520 +5 +0.2%
AA
2503
Armis Advisers
Georgia
$324K +$281K +2,706 New
BWMG
2504
Bannerman Wealth Management Group
Texas
$324K +$16.9K +163 +7%
KFA
2505
Kapstone Financial Advisors
Ohio
$324K -$1.04K -10 -0.4%
FFA
2506
Fi3 Financial Advisors
Indiana
$324K +$55.4K +533 +26%
NC
2507
North Capital
Utah
$323K -$47.7K -459 -15%
PWA
2508
Physician Wealth Advisors
Utah
$323K +$9.04K +87 +3%
NECFA
2509
New England Capital Financial Advisors
Connecticut
$323K -$15.1K -145 -5%
SSC
2510
Syverson Strege & Co
Iowa
$323K +$270K +2,602 New
FFO
2511
Fortitude Family Office
Arizona
$322K +$11.1K +107 +4%
MLA
2512
My Legacy Advisors
Oregon
$322K -$917K -8,824 -77%
WBG
2513
Wharton Business Group
Pennsylvania
$322K -$11.9K -115 -4%
CIP
2514
Convergence Investment Partners
Florida
$321K -$13.8K -133 -5%
MPM
2515
MBB Public Markets
Illinois
$321K -$62.4K -601 -19%
BC
2516
Brio Consultants
California
$321K +$11.2K +108 +4%
TWM
2517
Tanager Wealth Management
United Kingdom
$321K +$1.66K +16 +0.6%
ACA
2518
Ackerman Capital Advisors
Texas
$320K +$1.77K +17 +0.7%
EFP
2519
Elser Financial Planning
Indiana
$320K -$4.05K -39 -1%
FF
2520
Francis Financial
$320K +$10.9K +105 +4%
FCB
2521
First County Bank
Connecticut
$320K -$61.8K -595 -19%
MW
2522
MBL Wealth
North Carolina
$319K +$30.2K +291 +13%
DMBA
2523
Deseret Mutual Benefit Administrators
Utah
$318K – – –
QIM
2524
Quest Investment Management
Oregon
$317K +$266K +2,560 New
EMAM
2525
Encompass More Asset Management
California
$317K +$10.4K +100 +4%
99 100
101
102 103