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Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
2751
St Louis Trust
Missouri
$242K – – –
ADL
2752
Asset Dedication LLC
California
$242K +$101K +336 +75%
KFAS
2753
Keating Financial Advisory Services
Kansas
$241K +$235K +781 New
FI
2754
Financial Insights
Washington
$240K – – –
BWS
2755
Buck Wealth Strategies
Colorado
$240K +$235K +780 New
PFA
2756
Providence Financial Advisors
Kansas
$240K +$234K +778 New
TWM
2757
Tradition Wealth Management
Minnesota
$239K +$21.1K +70 +10%
LWA
2758
Lantern Wealth Advisors
New York
$239K +$234K +777 New
LRWA
2759
Long Run Wealth Advisors
New York
$239K +$301 +1 +0.1%
TSS
2760
Taylor Securities Services
Pennsylvania
$239K +$233K +775 New
RWA
2761
Rooted Wealth Advisors
Illinois
$238K +$15.4K +51 +7%
CCAL
2762
City Center Advisors LLC
Michigan
$238K +$232K +771 New
SWA
2763
Strata Wealth Advisors
Texas
$237K -$51.2K -170 -18%
CM
2764
Cercano Management
Washington
$237K – – –
CHWM
2765
Cauble & Harre Wealth Management
Missouri
$237K +$231K +768 New
TWA
2766
Talisman Wealth Advisors
New Jersey
$237K -$10.8K -36 -4%
VMMC
2767
V.M. Manning & Co
South Carolina
$237K -$2.11M -7,022 -90%
ACC
2768
Acorn Creek Capital
Colorado
$237K +$903 +3 +0.4%
YWM
2769
Yoder Wealth Management
California
$236K – – –
NWAG
2770
Net Worth Advisory Group
Utah
$236K +$230K +765 New
PFM
2771
Patton Fund Management
Texas
$236K -$104K -344 -31%
HWA
2772
Heartwood Wealth Advisors
Virginia
$236K -$21.4K -71 -8%
BIA
2773
Bell Investment Advisors
California
$235K +$602 +2 +0.3%
NC
2774
nVerses Capital
Florida
$235K +$230K +764 New
IFA
2775
Index Fund Advisors
California
$235K +$230K +763 New
109 110
111
112 113