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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3076
Wellington Group
Indiana
$497K +$529K +1,444 New
SFS
3077
Security Financial Services
Indiana
$495K +$22.7K +62 +5%
KA
3078
Kozak & Associates
Colorado
$494K -$111K -302 -19%
WPC
3079
White Pine Capital
Minnesota
$494K -$99.3K -271 -16%
EL
3080
EWA LLC
Pennsylvania
$493K +$12.8K +35 +3%
FAL
3081
Focused Alpha LLC
Colorado
$493K +$525K +1,434 New
SIA
3082
Sage Investment Advisers
New York
$492K +$524K +1,430 New
SLA
3083
Silver Lake Advisory
Utah
$492K +$1.1K +3 +0.2%
WP
3084
WealthSpring Partners
California
$491K +$523K +1,428 New
IPW
3085
Invictus Private Wealth
Colorado
$491K -$8.06K -22 -2%
SGWP
3086
Sun Group Wealth Partners
California
$491K +$523K +1,427 New
CAM
3087
Claret Asset Management
Quebec, Canada
$491K +$24.9K +68 +5%
OA
3088
Oasis Advisors
Iowa
$491K +$522K +1,426 New
HIS
3089
Harvest Investment Services
Illinois
$491K -$105K -287 -17%
MWP
3090
Madison Wealth Partners
Wisconsin
$490K +$163K +445 +45%
DP
3091
Denver PWM
Colorado
$490K – – –
FWWM
3092
Fiscal Wisdom Wealth Management
Connecticut
$490K +$16.8K +46 +3%
TCM
3093
Tributary Capital Management
Nebraska
$489K -$20.1K -55 -4%
RA
3094
Riversedge Advisors
Delaware
$488K -$42.5K -116 -8%
MC
3095
Marest Capital
California
$488K +$3.3K +9 +0.6%
GRWP
3096
Green Ridge Wealth Planning
New Jersey
$488K +$519K +1,417 New
PW
3097
Potentia Wealth
California
$486K – – –
KG
3098
Kilter Group
New York
$486K +$210K +574 +68%
DIP
3099
Davis Investment Partners
North Carolina
$486K -$5.86K -16 -1%
SFP
3100
Sandbox Financial Partners
Maryland
$485K -$52.7K -144 -9%
122 123
124
125 126