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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2776
Strait & Sound Wealth Management
California
$201K -$210K -1,952 -49%
EGA
2777
E&G Advisors
Texas
$201K – – –
DG
2778
DMC Group
Alabama
$200K +$218K +2,031 New
BFF
2779
Byrne Financial Freedom
Massachusetts
$200K -$9.67K -90 -4%
VFG
2780
Victory Financial Group
Texas
$200K +$221K +2,059 New
ACA
2781
Affinity Capital Advisors
California
$200K +$5.27K +49 +2%
SIS
2782
Strategic Investment Solutions
Illinois
$198K -$149K -1,391 -41%
PPC
2783
Park Place Capital
Alabama
$197K +$3.22K +30 +2%
EWM
2784
Evermay Wealth Management
Virginia
$195K -$9.67K -90 -4%
QL
2785
Quarry LP
New York
$194K +$40.4K +376 +24%
ABWM
2786
Alpine Bank Wealth Management
Colorado
$191K +$208K +1,937 New
APW
2787
Aventura Private Wealth
Florida
$191K +$26.7K +248 +15%
CB
2788
CNB Bank
Pennsylvania
$189K -$670K -6,230 -76%
NEWAS
2789
N.E.W. Advisory Services
Wisconsin
$186K +$1.07K +10 +0.5%
MSFP
2790
Mark Sheptoff Financial Planning
Connecticut
$186K -$7.63K -71 -4%
DWM
2791
Darwin Wealth Management
Florida
$185K – – –
CSPIA
2792
Cary Street Partners Investment Advisory
Virginia
$183K +$36.5K +340 +22%
TIM
2793
Tortoise Investment Management
New York
$183K -$14K -130 -7%
RA
2794
Rise Advisors
New York
$180K -$2.79K -26 -1%
FMTCOCP
2795
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K +$32.2K +300 +20%
BCMLT
2796
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K +$1.18K +11 +0.6%
TFIPS
2797
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
NL
2798
NKCFO LLC
Illinois
$173K – – –
BCPWM
2799
Bradley & Co Private Wealth Management
Florida
$173K – – –
HWA
2800
Heritage Wealth Advisors
Virginia
$172K -$2.47K -23 -1%
110 111
112
113 114