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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2551
Detalus Advisors
Missouri
$520K -$10.4K -30 -2%
AFS
2552
Access Financial Services
Minnesota
$520K +$3.12K +9 +0.5%
PCMC
2553
Paragon Capital Management (Colorado)
Colorado
$519K +$347 +1 +0.1%
EGWAG
2554
Elwood & Goetz Wealth Advisory Group
Georgia
$518K -$1.73K -5 -0.3%
ASBI
2555
American State Bank (Iowa)
Iowa
$517K – – –
UIA
2556
Ulland Investment Advisors
Minnesota
$516K -$33K -95 -5%
AWA
2557
Alta Wealth Advisors
Massachusetts
$516K +$70.4K +203 +13%
SCA
2558
Southern Capital Advisors
Tennessee
$516K +$223K +643 +60%
BFAG
2559
Blackston Financial Advisory Group
Florida
$515K -$13.9K -40 -2%
MSA
2560
Marino Stram & Associates
Massachusetts
$515K +$91.6K +264 +18%
SICM
2561
Sustainable Insight Capital Management
New York
$514K +$19.1K +55 +3%
WW
2562
Westshore Wealth
California
$514K +$173K +500 +41%
CAC
2563
Core Alternative Capital
Georgia
$513K +$541K +1,561 +1,014%
CWC
2564
Carolinas Wealth Consulting
North Carolina
$510K -$24.3K -70 -4%
CCM
2565
Campbell Capital Management
Florida
$509K – – –
UC
2566
Unio Capital
New Jersey
$509K – – –
CCT
2567
Capital City Trust
Florida
$509K +$195K +561 +49%
SWM
2568
Sculati Wealth Management
Michigan
$508K – – –
LW
2569
Libra Wealth
California
$508K +$589K +1,697 New
IF
2570
Insight Folios
North Carolina
$507K +$98.2K +283 +20%
C
2571
CEDRUS
Colorado
$507K +$81.9K +236 +16%
FAFN
2572
First Affirmative Financial Network
Colorado
$506K -$79.4K -229 -12%
BWM
2573
Blossom Wealth Management
California
$505K +$47.9K +138 +9%
CI
2574
Chartist Inc
California
$503K – – –
SCA
2575
Sippican Capital Advisors
Massachusetts
$502K -$694 -2 -0.1%
101 102
103
104 105