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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3451
Capital Performance Advisors
California
$224K +$214K +585 New
PFA
3452
Petra Financial Advisors
Colorado
$224K +$220K +603 New
DTC
3453
Davidson Trust Company
Washington
$224K – – –
BFW
3454
Brady Family Wealth
Missouri
$223K -$8.4K -23 -4%
NERM
3455
New England Research & Management
Illinois
$223K +$213K +582 New
BBW
3456
Blue Barn Wealth
Utah
$223K +$212K +581 New
SA
3457
SRH Advisors
Kansas
$223K +$40.6K +111 +24%
PCFFS
3458
Pacific Center for Financial Services
California
$222K +$1.83K +5 +0.9%
AWM
3459
Abound Wealth Management
Tennessee
$222K -$14.2K -39 -6%
SCG
3460
Sonata Capital Group
Washington
$222K -$5.12K -14 -2%
TWM
3461
TMD Wealth Management
Arizona
$221K -$7.67K -21 -4%
NJIM
3462
Nabity-Jensen Investment Management
Nebraska
$221K +$25.6K +70 +14%
BA
3463
Ballew Advisors
Mississippi
$221K -$3.65K -10 -2%
PWM
3464
Prosperity Wealth Management
California
$220K +$209K +572 New
RPA
3465
Rock Point Advisors
Vermont
$219K +$209K +572 New
QWM
3466
Quaker Wealth Management
New Jersey
$219K +$209K +571 New
HKIMG
3467
Hutchens & Kramer Investment Management Group
Indiana
$219K +$217K +595 New
BIA
3468
BHK Investment Advisors
Alabama
$219K +$208K +570 New
ELM
3469
Elite Life Management
Florida
$219K +$208K +570 New
W
3470
WorthPointe
California
$219K +$208K +570 New
BWM
3471
Baron Wealth Management
Michigan
$217K +$206K +564 New
FDCP
3472
Foster Dykema Cabot & Partners
Massachusetts
$216K +$28.5K +78 +16%
PPA
3473
Painted Porch Advisors
California
$216K +$205K +562 New
OWM
3474
Opes Wealth Management
California
$216K -$44.9K -123 -18%
JTWM
3475
Jackson Thornton Wealth Management
Alabama
$216K +$205K +562 New
137 138
139
140 141