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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
2401
4Wealth Advisors
Illinois
$318K -$8.6K -73 -3%
NC
2402
North Capital
Utah
$318K +$20K +170 +7%
SIC
2403
SJS Investment Consulting
Ohio
$318K +$110K +937 +51%
A
2404
Argentarii
Ohio
$318K +$81.3K +690 +33%
MIC
2405
Meridian Investment Counsel
California
$317K -$7.77K -66 -2%
ES
2406
Eagle Strategies
New York
$317K +$92.3K +784 +40%
6F
2407
626 Financial
Michigan
$317K +$1.53K +13 +0.5%
GL
2408
Gerber LLC
Ohio
$317K -$5.06K -43 -2%
GIP
2409
Greatmark Investment Partners
Georgia
$316K – – –
AIM
2410
Aspen Investment Management
Michigan
$316K – – –
CAL
2411
Capital Advisors Ltd
Ohio
$316K – – –
OHWA
2412
Oak Hill Wealth Advisors
Virginia
$316K -$10K -85 -3%
OWP
2413
ORG Wealth Partners
Texas
$316K +$324K +2,747 +27,470%
PIM
2414
Progressive Investment Management
Oregon
$316K – – –
TCM
2415
Tradewinds Capital Management
Washington
$315K -$118 -1 -0%
BDFN
2416
Bond & Devick Financial Network
Minnesota
$315K +$62.2K +528 +24%
DG
2417
DMC Group
Alabama
$314K +$51.6K +438 +19%
ST
2418
Spinnaker Trust
Maine
$314K -$35.9K -305 -10%
CWP
2419
CFM Wealth Partners
Texas
$313K +$118 +1 +0%
MCM
2420
Marathon Capital Management
Maryland
$312K -$36.5K -310 -10%
HIF
2421
Hill Island Financial
Michigan
$312K -$9.66K -82 -3%
HI
2422
Humankind Investments
New York
$311K +$5.18K +44 +2%
AWM
2423
Accel Wealth Management
Iowa
$311K -$100K -850 -24%
MWP
2424
Meriwether Wealth & Planning
Louisiana
$310K -$5.42K -46 -2%
CHA
2425
Cooper/Haims Advisors
New York
$310K – – –
95 96
97
98 99