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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3151
Tectonic Advisors
Texas
$432K – – –
CFG
3152
Copley Financial Group
California
$430K -$18.9K -52 -4%
LWM
3153
Lakeridge Wealth Management
Ohio
$430K +$11.3K +31 +2%
BIA
3154
Bell Investment Advisors
California
$430K +$288K +790 +153%
CIS
3155
Connors Investor Services
Pennsylvania
$430K – – –
BW
3156
Basepoint Wealth
Iowa
$429K -$117K -321 -20%
SWM
3157
Sterling Wealth Management
Illinois
$429K -$364 -1 -0.1%
OFP
3158
OFC Financial Planning
New Jersey
$429K – – –
VIP
3159
Value Investment Professionals
New York
$429K – – –
MFC
3160
Morris Financial Concepts
South Carolina
$428K +$138K +380 +41%
HA
3161
Helium Advisors
Washington
$428K +$2.19K +6 +0.5%
SPAS
3162
Spectrum Planning & Advisory Services
California
$428K -$13.5K -37 -3%
FAL
3163
Focused Alpha LLC
Colorado
$428K -$48.8K -134 -9%
AL
3164
ADE LLC
Maryland
$428K -$55K -151 -10%
PIA
3165
Prakash Investment Advisors
Massachusetts
$428K – – –
WWA
3166
Wisconsin Wealth Advisors
Wisconsin
$427K -$729 -2 -0.2%
CP
3167
Creekside Partners
California
$427K – – –
RIM
3168
Redwood Investment Management
Arizona
$426K -$7.29K -20 -2%
RWA
3169
Reicon Wealth Advisors
Georgia
$426K +$97.3K +267 +26%
SSG
3170
Summit Securities Group
New York
$426K +$399K +1,094 +547%
CFGSD
3171
Compass Financial Group (South Dakota)
South Dakota
$425K +$38.6K +106 +9%
CP
3172
Clarendon Private
Massachusetts
$425K +$110K +303 +31%
WA
3173
Waterford Advisors
New York
$425K – – –
GL
3174
GHE LLC
Tennessee
$424K -$364K -1,000 -44%
AFS
3175
Access Financial Services
Minnesota
$424K -$4.37K -12 -0.9%
125 126
127
128 129