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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2576
Yoder Wealth Management
California
$231K -$3.83K -14 -2%
ACC
2577
Acorn Creek Capital
Colorado
$230K +$209K +765 New
GWM
2578
Greenhouse Wealth Management
Connecticut
$230K +$209K +764 New
CT
2579
Clearstead Trust
Maine
$230K -$14.5K -53 -6%
BIA
2580
Bell Investment Advisors
California
$229K -$7.11K -26 -3%
GB
2581
Goepper Burkhardt
South Carolina
$229K +$208K +762 New
FLP
2582
Financial Life Planners
Arizona
$229K +$208K +762 New
GSIAS
2583
Garden State Investment Advisory Services
New Jersey
$229K +$207K +759 New
CWM
2584
Core Wealth Management
Florida
$229K +$208K +761 New
SPAS
2585
Spectrum Planning & Advisory Services
California
$229K +$208K +760 New
CST
2586
Charles Schwab Trust
Nevada
$228K -$31.7K -116 -13%
SFS
2587
Summit Financial Strategies
Ohio
$228K +$207K +757 New
SWM
2588
Sagace Wealth Management
Florida
$228K -$58.2K -213 -22%
VIPI
2589
Vista Investment Partners II
Indiana
$228K +$207K +756 New
PWM
2590
Peck Wealth Management
New York
$226K +$205K +750 New
SWP
2591
Summit Wealth Partners
Florida
$226K +$205K +750 New
CL
2592
CLG LLC
California
$225K +$205K +749 New
KFS
2593
Kurt F. Somerville
$225K +$204K +747 New
FBB
2594
Fulton Breakefield Broenniman
Maryland
$224K +$204K +746 New
ACA
2595
Affinity Capital Advisors
California
$224K +$205K +749 New
HAS
2596
Horizon Advisory Services
New York
$224K +$203K +744 New
AWP
2597
Avid Wealth Partners
Texas
$224K +$203K +743 New
DDC
2598
DF Dent & Co
Maryland
$223K +$203K +741 New
FCIM
2599
Fairview Capital Investment Management
California
$223K +$203K +741 New
WFL
2600
Wealth Forward LLC
North Dakota
$223K +$202K +740 New
102 103
104
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