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Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
2726
Paragon Financial Partners
California
$213K – – –
MAG
2727
Mayfair Advisory Group
Alabama
$212K -$46.8K -489 -18%
LSA
2728
Lion Street Advisors
Texas
$212K +$120K +1,256 New
SAM
2729
SignalPoint Asset Management
Missouri
$212K +$23.5K +246 +11%
AWS
2730
Arkfeld Wealth Strategies
Nebraska
$212K +$212K +2,215 New
VWM
2731
Valley Wealth Managers
New Jersey
$211K -$220K -2,299 -49%
AFM
2732
Andesa Financial Management
Pennsylvania
$211K -$10.4K -109 -4%
KFS
2733
Kaizen Financial Strategies
California
$211K +$203K +2,120 New
LS
2734
Livforsakringsbolaget Skandia
Sweden
$210K – – –
FIBT
2735
First International Bank & Trust
North Dakota
$210K -$53.9K -564 -19%
TWM
2736
Thrive Wealth Management
Pennsylvania
$209K -$69.3K -725 -23%
MRI
2737
Mad River Investors
Massachusetts
$209K – – –
SICM
2738
Sustainable Insight Capital Management
New York
$208K +$229K +2,394 New
HWMG
2739
Hurlow Wealth Management Group
Indiana
$208K -$11K -115 -5%
BCM
2740
Bienville Capital Management
New York
$208K – – –
BBWP
2741
Beacon Bridge Wealth Partners
Pennsylvania
$208K +$229K +2,390 New
AWM
2742
Alterna Wealth Management
Texas
$207K +$9.56K +100 +4%
LAS
2743
LWM Advisory Services
Florida
$207K -$63.1K -660 -24%
TCPWM
2744
Traverso Chambers Private Wealth Management
California
$206K +$2.01K +21 +0.9%
PCI
2745
Planning Center Inc
Illinois
$206K +$226K +2,366 New
HPWM
2746
High Pines Wealth Management
Massachusetts
$205K +$2.68K +28 +1%
WFMPM
2747
Woodley Farra Manion Portfolio Management
Indiana
$205K +$11.1K +116 +5%
BBL
2748
Beck Bode LLC
Massachusetts
$204K +$225K +2,353 New
DWP
2749
Destiny Wealth Partners
Florida
$204K +$77.8K +813 +53%
WWMSC
2750
Wagner Wealth Management (South Carolina)
South Carolina
$204K -$6.31K -66 -3%
108 109
110
111 112