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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2526
Romano Brothers & Co
Illinois
$406K – – –
CA
2527
Centerpoint Advisors
Massachusetts
$406K +$23.5K +75 +7%
FA
2528
Fermata Advisors
California
$406K +$46K +147 +16%
TA
2529
TrueWealth Advisors
Alabama
$405K -$22.5K -72 -6%
MPIA
2530
Mountain Pacific Investment Advisers
Idaho
$405K -$17.2K -55 -5%
BFA
2531
Brendel Financial Advisors
New Hampshire
$405K – – –
PFWA
2532
Paces Ferry Wealth Advisors
Georgia
$405K – – –
SCS
2533
Sound Capital Solutions
Florida
$405K +$339K +1,083 New
NEWAS
2534
N.E.W. Advisory Services
Wisconsin
$405K +$4.7K +15 +1%
IFU
2535
iSAM Funds (UK)
United Kingdom
$404K +$338K +1,080 New
LWM
2536
Liberty Wealth Management
California
$404K – – –
KC
2537
Kinloch Capital
Virginia
$403K +$10K +32 +3%
JHC
2538
J. Hagan Capital
Kentucky
$403K +$10.3K +33 +3%
FFG
2539
Fortress Financial Group
Minnesota
$402K -$28.2K -90 -8%
VFM
2540
Vision Financial Markets
Connecticut
$402K – – –
KW
2541
KWB Wealth
California
$402K +$3.13K +10 +0.9%
LSA
2542
Lansing Street Advisors
Pennsylvania
$401K -$1.56K -5 -0.5%
LCM
2543
Leisure Capital Management
California
$401K – – –
DWA
2544
Davis Wealth Advisors
New Hampshire
$401K -$48.5K -155 -13%
KFAS
2545
Keating Financial Advisory Services
Kansas
$401K +$53.5K +171 +19%
SFP
2546
Sterling Financial Planning
New Jersey
$401K +$46K +147 +16%
IAG
2547
Investment Advisory Group
Massachusetts
$400K +$16.6K +53 +5%
GWA
2548
Genesis Wealth Advisors
Massachusetts
$399K – – –
GHAM
2549
Gilman Hill Asset Management
Connecticut
$399K -$6.26K -20 -2%
CFG
2550
CKW Financial Group
Hawaii
$399K +$8.45K +27 +3%
100 101
102
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