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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3426
Mezzasalma Advisors
New Jersey
$217K -$93.5K -274 -30%
NFP
3427
Narus Financial Partners
Utah
$217K -$8.53K -25 -4%
SWAG
3428
Spectrum Wealth Advisory Group
California
$217K +$215K +630 New
LFS
3429
Legacy Financial Strategies
Kansas
$216K +$18.4K +54 +9%
FA
3430
FF Advisors
California
$216K +$341 +1 +0.2%
RFP
3431
Root Financial Partners
California
$216K -$74.7K -219 -26%
HJGA
3432
Hardman Johnston Global Advisors
Connecticut
$215K – – –
EF
3433
Exeter Financial
Arizona
$215K +$213K +624 New
MSCM
3434
McElhenny Sheffield Capital Management
Texas
$215K – – –
ASG
3435
Ariston Services Group
California
$215K – – –
TCM
3436
Tuttle Capital Management
Connecticut
$215K +$219K +641 New
BZWA
3437
Blue Zone Wealth Advisors
California
$214K -$33.8K -99 -14%
B
3438
Birchbrook
Maine
$213K – – –
DCM
3439
Davis Capital Management
Florida
$213K -$4.43K -13 -2%
CTC
3440
Cetera Trust Company
Minnesota
$213K -$44.3K -130 -17%
HP
3441
Holistic Planning
Texas
$213K – – –
HGWM
3442
Horst & Graben Wealth Management
Oregon
$213K +$6.14K +18 +3%
E
3443
ETFidea
New York
$213K -$8.19K -24 -4%
CKAIS
3444
Christensen King & Associates Investment Services
Washington
$213K +$341 +1 +0.2%
WWM
3445
Waterway Wealth Management
Texas
$212K +$210K +617 New
LL
3446
LWMG LLC
Minnesota
$212K +$1.02K +3 +0.5%
CFA
3447
Camarda Financial Advisors
Florida
$212K – – –
BIA
3448
BHK Investment Advisors
Alabama
$212K +$15.3K +45 +8%
IWP
3449
IAG Wealth Partners
Wisconsin
$212K -$16.7K -49 -7%
SC
3450
Swan Capital
Florida
$209K – – –
136 137
138
139 140