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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2526
Choice Wealth Advisors
Maine
$411K – – –
NPT
2527
National Philanthropic Trust
Pennsylvania
$410K +$343K +1,097 New
VF
2528
Vawter Financial
Ohio
$409K – – –
RPGK
2529
Retirement Planning Group (Kansas)
Kansas
$409K +$61.1K +195 +22%
PG
2530
Prostatis Group
Maryland
$408K -$25.4K -81 -7%
PWM
2531
Pines Wealth Management
North Carolina
$407K -$203K -648 -37%
CWWM
2532
Clear Wave Wealth Management
New Jersey
$407K +$63.6K +203 +23%
IF
2533
IRON Financial
Illinois
$407K +$341K +1,088 New
EGM
2534
Engineers Gate Manager
New York
$406K -$5.05M -16,133 -94%
1IA
2535
1834 Investment Advisors
Wisconsin
$406K – – –
PCA
2536
Peddock Capital Advisors
Massachusetts
$406K – – –
RBC
2537
Romano Brothers & Co
Illinois
$406K – – –
CA
2538
Centerpoint Advisors
Massachusetts
$406K +$23.5K +75 +7%
FA
2539
Fermata Advisors
California
$406K +$46K +147 +16%
TA
2540
TrueWealth Advisors
Alabama
$405K -$22.5K -72 -6%
MPIA
2541
Mountain Pacific Investment Advisers
Idaho
$405K -$17.2K -55 -5%
OF
2542
Optimize Financial
California
$405K -$939 -3 -0.3%
BFA
2543
Brendel Financial Advisors
New Hampshire
$405K – – –
PFWA
2544
Paces Ferry Wealth Advisors
Georgia
$405K – – –
SCS
2545
Sound Capital Solutions
Florida
$405K +$339K +1,083 New
NEWAS
2546
N.E.W. Advisory Services
Wisconsin
$405K +$4.7K +15 +1%
IFU
2547
iSAM Funds (UK)
United Kingdom
$404K +$338K +1,080 New
LWM
2548
Liberty Wealth Management
California
$404K – – –
KC
2549
Kinloch Capital
Virginia
$403K +$10K +32 +3%
JHC
2550
J. Hagan Capital
Kentucky
$403K +$10.3K +33 +3%
100 101
102
103 104