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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3101
Foguth Wealth Management
Michigan
$218K +$200K +640 New
CPG
3102
Cornerstone Planning Group
New Jersey
$218K +$16.3K +52 +9%
JC
3103
JM2 Capital
Oklahoma
$218K +$183K +583 New
CW
3104
Cedarwood Wealth
Colorado
$218K +$182K +582 New
BDFN
3105
Bond & Devick Financial Network
Minnesota
$218K +$182K +582 New
PFM
3106
Potomac Fund Management
Florida
$218K +$182K +582 New
MCB
3107
Morton Community Bank
Illinois
$217K -$78.3K -250 -30%
OWM
3108
Orca Wealth Management
Florida
$216K -$43.2K -138 -19%
KWA
3109
Kondo Wealth Advisors
California
$216K +$181K +579 New
MFG
3110
Mosaic Financial Group
Illinois
$216K +$181K +579 New
AOWM
3111
Asset One Wealth Management
Washington
$216K +$188K +599 New
MSA
3112
McAlister Sweet & Associates
Texas
$215K +$180K +576 New
AFTS
3113
American Financial & Tax Strategies
New York
$215K +$180K +575 New
SFWA
3114
Summit Financial Wealth Advisors
Louisiana
$215K +$180K +575 New
HIG
3115
Heritage Investment Group
Florida
$215K +$180K +574 New
QPW
3116
Quantum Private Wealth
Florida
$215K +$180K +574 New
PWA
3117
PCG Wealth Advisors
Kansas
$214K +$179K +573 New
FWP
3118
Family Wealth Partners
North Carolina
$214K -$108K -345 -38%
BL
3119
Balentine LLC
Georgia
$214K +$179K +572 New
SIM
3120
Synergy Investment Management
Florida
$213K +$57K +182 +46%
HT
3121
Heritage Trust
Oklahoma
$213K -$193K -616 -52%
TAM
3122
Townsend Asset Management
North Carolina
$213K +$178K +570 New
LSC
3123
Lesa Sroufe & Co
Washington
$213K +$178K +570 New
EFG
3124
Elevated Financial Group
Indiana
$212K +$178K +568 New
SFSG
3125
Sound Financial Strategies Group
Mississippi
$212K +$178K +567 New
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125
126 127