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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2501
Isthmus Partners
Wisconsin
$210K +$179K +816 New
FIB
2502
First Interstate Bank
Montana
$210K +$179K +815 New
CWA
2503
Centennial Wealth Advisory
Michigan
$210K +$179K +814 New
IUHSA
2504
Itau Unibanco Holding S.A.
Brazil
$210K – – –
RWM
2505
Rench Wealth Management
Texas
$210K +$179K +814 New
CFS
2506
Commonwealth Financial Services
West Virginia
$210K +$179K +814 New
SWA
2507
SOA Wealth Advisors
New York
$209K +$7.9K +36 +5%
WMWM
2508
Wilkins Miller Wealth Management
Alabama
$209K +$178K +813 New
GA
2509
Gordian Advisors
Arizona
$209K +$178K +812 New
FA
2510
Financial Avengers
California
$209K +$439 +2 +0.2%
GA
2511
Goldstein Advisors
Wisconsin
$208K +$178K +809 New
UWM
2512
USAdvisors Wealth Management
Minnesota
$208K +$178K +811 New
JF
2513
Jump Financial
Illinois
$208K -$277K -1,261 -61%
PA
2514
Planning Alternatives
Michigan
$207K +$177K +805 New
ME
2515
McIlrath & Eck
Washington
$207K -$45.4K -207 -20%
GMFG
2516
Greater Midwest Financial Group
Minnesota
$207K +$176K +803 New
TWA
2517
Talisman Wealth Advisors
New Jersey
$207K +$176K +803 New
KCAM
2518
Kagan Cocozza Asset Management
New Jersey
$207K +$176K +802 New
VC
2519
Veery Capital
Delaware
$206K +$176K +801 New
BCM
2520
Berbice Capital Management
New York
$206K – – –
TCM
2521
TABR Capital Management
California
$206K +$176K +800 New
OA
2522
Operose Advisors
Wisconsin
$206K +$9K +41 +5%
BMD
2523
Better Money Decisions
New Mexico
$205K +$175K +798 New
SMWM
2524
Silvia McColl Wealth Management
California
$205K +$174K +795 New
TNB
2525
Thomasville National Bank
Georgia
$204K +$174K +793 New
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101
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