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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
3026
Carl Stuart Investment Advisor
Texas
$231K – – –
ICM
3027
Islay Capital Management
Texas
$230K -$94.3K -272 -26%
C1AG
3028
Client 1st Advisory Group
Florida
$230K +$1.39K +4 +0.5%
DI
3029
Disciplined Investments
Oklahoma
$230K +$20.8K +60 +8%
SA
3030
Syntax Advisors
New York
$230K +$36.1K +104 +16%
VCG
3031
Vantage Consulting Group
Virginia
$230K +$36.1K +104 +16%
CM
3032
Capula Management
Cayman Islands
$230K +$267K +770 New
AWM
3033
Accel Wealth Management
Iowa
$229K -$80.8K -233 -24%
BCA
3034
Bray Capital Advisors
Florida
$229K – – –
RPSA
3035
Richard P. Slaughter Associates
Texas
$229K +$70.4K +203 +36%
IF
3036
IRON Financial
Illinois
$228K -$26.7K -77 -9%
RCS
3037
Retirement Capital Strategies
California
$228K – – –
SWM
3038
Shakespeare Wealth Management
Wisconsin
$227K -$10.4K -30 -4%
DU
3039
Delphia (USA)
Ontario, Canada
$227K +$14.6K +42 +6%
WFS
3040
Walker Financial Services
Kentucky
$227K +$263K +758 New
REMPR
3041
Roof Eidam Maycock Peralta (REMP)
California
$226K +$347 +1 +0.1%
TPW
3042
Tiller Private Wealth
Pennsylvania
$226K +$12.1K +35 +5%
CBOR
3043
Community Bank of Raymore
Missouri
$225K -$5.9K -17 -2%
BWM
3044
BlackDiamond Wealth Management
New York
$225K -$4.16K -12 -2%
GIA
3045
Goodwin Investment Advisory
Georgia
$224K +$7.63K +22 +3%
SM
3046
SG3 Management
Puerto Rico
$224K +$260K +750 New
AWP
3047
Abacus Wealth Partners
California
$223K -$85.7K -247 -25%
MWM
3048
MinichMacGregor Wealth Management
New York
$223K -$4.86K -14 -2%
CSIA
3049
Charles Schwab Investment Advisory
California
$223K +$35K +101 +16%
KWA
3050
Kellett Wealth Advisors
Ohio
$222K +$10.1K +29 +4%
120 121
122
123 124