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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
2701
Liberty One Investment Management
Illinois
$218K +$105K +980 +81%
CSWG
2702
Cardinal Strategic Wealth Guidance
Kentucky
$218K – – –
HAS
2703
Holland Advisory Services
Florida
$218K -$1.94K -18 -0.8%
SEP
2704
Southland Equity Partners
Missouri
$218K -$22.3K -207 -9%
JWBC
2705
John W. Bristol & Co
New York
$218K -$142K -1,320 -38%
CCA
2706
Childress Capital Advisors
Texas
$217K -$43.5K -404 -16%
BWM
2707
Bullock Wealth Management
Indiana
$217K +$5.28K +49 +2%
TPCM
2708
Templeton & Phillips Capital Management
Tennessee
$217K +$235K +2,186 New
IAP
2709
Indie Asset Partners
Indiana
$217K +$25.1K +233 +12%
HWMG
2710
Hurlow Wealth Management Group
Indiana
$217K – – –
VF
2711
Vest Financial
Virginia
$216K -$6.67K -62 -3%
OKSA
2712
O'Keefe Stevens Advisory
New York
$216K – – –
WP
2713
WealthShield Partners
North Carolina
$216K +$234K +2,174 New
IF
2714
IRON Financial
Illinois
$216K +$53.8K +500 +30%
OCPWS
2715
One Charles Private Wealth Services
Massachusetts
$215K -$5.38K -50 -2%
AIM
2716
AHL Investment Management
Florida
$214K -$4.84K -45 -2%
TWM
2717
Triton Wealth Management
Arizona
$214K – – –
MFG
2718
Monte Financial Group
Connecticut
$214K -$5.6K -52 -2%
FCM
2719
Firestone Capital Management
Florida
$214K – – –
FAM
2720
Flaharty Asset Management
Florida
$214K -$646 -6 -0.3%
FFA
2721
Fairfield Financial Advisors
Massachusetts
$213K +$231K +2,146 New
SGI
2722
Summit Global Investments
Utah
$213K +$646 +6 +0.3%
BWL
2723
Bogart Wealth LLC
Virginia
$213K +$51.9K +482 +29%
OWMIAS
2724
One Wealth Management Investment & Advisory Services
Florida
$213K +$28.6K +266 +14%
RA
2725
Rise Advisors
New York
$213K -$7.21K -67 -3%
107 108
109
110 111