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Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
3151
Financial Planning Navigators
Minnesota
$207K +$173K +553 New
RMS
3152
Retirement Management Systems
Maryland
$207K +$173K +553 New
MSG
3153
Main Street Group
Virginia
$206K – – –
PHWM
3154
Pine Harbor Wealth Management
Maryland
$206K +$173K +551 New
PFA
3155
Pathway Financial Advisers
Indiana
$206K +$172K +550 New
CRI
3156
Colonial River Investments
Virginia
$206K +$172K +550 New
PTB
3157
Pioneer Trust Bank
Oregon
$206K +$172K +550 New
MTIM
3158
Marathon Trading Investment Management
Pennsylvania
$206K +$172K +550 New
KWA
3159
Kellett Wealth Advisors
Ohio
$205K +$172K +549 New
RH
3160
RFG Holdings
Texas
$205K +$172K +548 New
BDA
3161
Borer Denton & Associates
Pennsylvania
$204K +$171K +547 New
BFS
3162
Boyer Financial Services
California
$204K +$169K +541 New
SWM
3163
Seaside Wealth Management
California
$204K +$171K +546 New
FA
3164
Fortis Advisors
Pennsylvania
$204K +$171K +545 New
BWM
3165
Buska Wealth Management
Wisconsin
$204K +$171K +545 New
BLAM
3166
Bourne Lent Asset Management
New York
$203K +$170K +543 New
JF
3167
Joule Financial
Kentucky
$202K +$169K +540 New
TLCM
3168
Twin Lakes Capital Management
California
$202K – – –
KFS
3169
Kelly Financial Services
Massachusetts
$201K +$169K +539 New
SCP
3170
Stevens Capital Partners
Nebraska
$201K +$168K +538 New
AAG
3171
Asset Advisory Group
New Jersey
$201K +$168K +538 New
JC
3172
Jacobs & Co
California
$201K +$168K +538 New
I2I
3173
Insight 2811 Inc
Illinois
$201K +$168K +537 New
TFG
3174
Turner Financial Group
Florida
$201K +$168K +537 New
HBFP
3175
Henderson Brothers Financial Partners
Pennsylvania
$200K -$173K -553 -51%
125 126
127
128 129