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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2751
Adero Partners
California
$207K +$24.6K +229 +12%
SWP
2752
Semus Wealth Partners
Florida
$207K +$5.59K +52 +3%
TPCM
2753
Templeton & Phillips Capital Management
Tennessee
$206K – – –
ONST
2754
Old North State Trust
North Carolina
$206K – – –
TW
2755
Towerpoint Wealth
California
$206K +$1.5K +14 +0.7%
GB
2756
Goepper Burkhardt
South Carolina
$205K +$14K +130 +7%
NJBEST
2757
New Jersey Better Educational Savings Trust
New Jersey
$205K – – –
MHWM
2758
Montz Harcus Wealth Management
Louisiana
$205K +$3.76K +35 +2%
BONH
2759
Bank of New Hampshire
New Hampshire
$205K -$10.7K -100 -5%
FFA
2760
Fi3 Financial Advisors
Indiana
$204K +$5.48K +51 +3%
CPL
2761
CAP Partners LLC
Tennessee
$204K -$27.2K -253 -11%
VWA
2762
VSM Wealth Advisory
Maryland
$204K -$64.4K -599 -22%
AWM
2763
Alterna Wealth Management
Texas
$204K -$45.4K -422 -17%
SWP
2764
Summit Wealth Partners
Florida
$203K -$4.94K -46 -2%
AWP
2765
Abacus Wealth Partners
California
$203K -$98.9K -920 -31%
FA
2766
Financial Advisors
Massachusetts
$203K – – –
BOPW
2767
Brandywine Oak Private Wealth
Pennsylvania
$203K +$221K +2,052 New
FAM
2768
Flaharty Asset Management
Florida
$202K -$7.2K -67 -3%
TCM
2769
TruNorth Capital Management
Michigan
$202K +$100K +931 +83%
TC
2770
Truvestments Capital
Florida
$202K +$47.8K +445 +28%
RWM
2771
Rockline Wealth Management
New York
$201K – – –
BWL
2772
Bogart Wealth LLC
Virginia
$201K -$91.9K -855 -30%
WP
2773
WealthShield Partners
North Carolina
$201K +$14.6K +136 +7%
SSWM
2774
Strait & Sound Wealth Management
California
$201K -$210K -1,952 -49%
EGA
2775
E&G Advisors
Texas
$201K – – –
109 110
111
112 113