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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3026
Everhart Financial Group
Ohio
$205K +$204K +1,107 New
V
3027
VeraBank
Texas
$205K +$205K +1,111 New
EI
3028
Ellevest Inc
New York
$204K -$115K -625 -36%
RWM
3029
Reston Wealth Management
Virginia
$204K +$204K +1,104 New
TWP
3030
Treybourne Wealth Planners
Indiana
$204K +$204K +1,105 New
WCM
3031
Wealthcare Capital Management
Virginia
$203K +$202K +1,098 New
CCA
3032
Conestoga Capital Advisors
Pennsylvania
$203K +$203K +1,100 New
TFA
3033
Tobias Financial Advisors
Florida
$203K +$203K +1,100 New
PFA
3034
Plotkin Financial Advisors
Maryland
$203K +$202K +1,098 New
T
3035
TRUADVICE
Florida
$201K -$369K -2,001 -65%
VC
3036
Vestor Capital
Illinois
$201K +$9.22K +50 +5%
PCM
3037
Pointe Capital Management
Michigan
$201K +$200K +1,087 New
HGWM
3038
Horst & Graben Wealth Management
Oregon
$201K +$201K +1,089 New
SWAG
3039
Spectrum Wealth Advisory Group
California
$200K -$16.8K -91 -8%
OWM
3040
OneAscent Wealth Management
Alabama
$200K +$200K +1,083 New
CCIA
3041
Campbell & Co Investment Adviser
Maryland
$200K +$200K +1,084 New
AG
3042
AIA Group
Hong Kong
$200K +$200K +1,086 New
HWM
3043
Hohimer Wealth Management
Washington
$198K -$360K -1,951 -65%
AFIA
3044
America First Investment Advisors
Nebraska
$198K -$51.8K -281 -21%
CWA
3045
Clearview Wealth Advisors
Oregon
$198K -$24K -130 -11%
CFG
3046
CKW Financial Group
Hawaii
$196K – – –
AWM
3047
Activest Wealth Management
Florida
$193K +$192K +1,042 New
ECM
3048
EMC Capital Management
Texas
$185K – – –
NOI
3049
Newton One Investments
Delaware
$185K – – –
KFS
3050
Kelly Financial Services
Massachusetts
$184K – – –
120 121
122
123 124