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Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
2726
Gill Capital Partners
Colorado
$269K – – –
FWM
2727
FMA Wealth Management
Massachusetts
$269K +$230K +2,200 New
PCMH
2728
Polymer Capital Management (HK)
Hong Kong
$269K +$230K +2,200 New
EGA
2729
E&G Advisors
Texas
$269K -$51.8K -496 -18%
ACA
2730
Affinity Capital Advisors
California
$269K -$28.7K -275 -11%
CSWG
2731
Cardinal Strategic Wealth Guidance
Kentucky
$269K -$47.2K -452 -17%
TWM
2732
Triton Wealth Management
Arizona
$267K +$246K +2,353 New
TI
2733
Truepoint Inc
Ohio
$267K -$547K -5,232 -71%
PCA
2734
Private Capital Advisors
Connecticut
$267K +$228K +2,178 New
HWMG
2735
Hurlow Wealth Management Group
Indiana
$267K +$228K +2,181 New
MFC
2736
Morris Financial Concepts
South Carolina
$266K -$9.09K -87 -4%
OKSA
2737
O'Keefe Stevens Advisory
New York
$266K +$227K +2,174 New
WW
2738
Westshore Wealth
California
$265K -$10.4K -100 -4%
SLT
2739
St Louis Trust
Missouri
$265K +$228K +2,181 New
FAM
2740
Flaharty Asset Management
Florida
$264K -$25.2K -241 -10%
AWC
2741
Adamsbrown Wealth Consultants
Kansas
$264K +$225K +2,158 New
HWA
2742
Heartwood Wealth Advisors
Virginia
$264K +$225K +2,157 New
LWM
2743
Lodestone Wealth Management
Washington
$264K +$225K +2,154 New
FCM
2744
Firestone Capital Management
Florida
$264K +$225K +2,154 New
ACM
2745
Advance Capital Management
Michigan
$263K -$68.7K -658 -23%
GB
2746
Goepper Burkhardt
South Carolina
$263K -$43.2K -414 -14%
SWP
2747
Summit Wealth Partners
Florida
$263K -$9.4K -90 -4%
BMMM
2748
Boston Mountain Money Management
Arkansas
$262K +$224K +2,143 New
CSB
2749
City State Bank
Iowa
$262K -$13.4K -128 -6%
SGI
2750
Summit Global Investments
Utah
$262K +$224K +2,143 New
108 109
110
111 112