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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3501
Walker Financial Services
Kentucky
$231K +$208K +570 New
AW
3502
Avion Wealth
Texas
$231K +$21.5K +59 +12%
BWP
3503
Bernardo Wealth Planning
Pennsylvania
$231K +$203K +557 New
JTWM
3504
Jackson Thornton Wealth Management
Alabama
$230K +$208K +569 New
PWM
3505
Prosperity Wealth Management
California
$230K +$208K +569 New
PFA
3506
Petra Financial Advisors
Colorado
$230K +$207K +568 New
AFP
3507
Alpha Financial Partners
Kentucky
$229K -$365K -1,000 -64%
EFG
3508
Ehrlich Financial Group
California
$229K -$36.1K -99 -15%
KAM
3509
Knightsbridge Asset Management
California
$229K +$206K +566 New
HIS
3510
Harvest Investment Services
Illinois
$229K +$206K +564 New
PWM
3511
Proathlete Wealth Management
Florida
$228K +$205K +563 New
AA
3512
ACT Advisors
North Carolina
$228K +$206K +564 New
CCM
3513
Conway Capital Management
California
$227K +$205K +561 New
DDPIC
3514
Deroy & Devereaux Private Investment Counsel
Michigan
$227K +$204K +560 New
RPA
3515
Rock Point Advisors
Vermont
$227K +$204K +560 New
AWM
3516
Abound Wealth Management
Tennessee
$227K +$729 +2 +0.4%
HA
3517
HFG Advisors
Ohio
$227K +$204K +559 New
THCM
3518
Taylor Hoffman Capital Management
Virginia
$226K +$210K +575 New
AW
3519
Atlas Wealth
Ohio
$226K +$203K +557 New
SSC
3520
Syverson Strege & Co
Iowa
$225K -$165K -452 -45%
KPWG
3521
KFA Private Wealth Group
Virginia
$225K +$202K +554 New
EA
3522
Ellsworth Advisors
Ohio
$224K +$201K +552 New
MAM
3523
Meeder Asset Management
Ohio
$224K -$3.05M -8,355 -94%
IAIM
3524
International Assets Investment Management
Florida
$223K +$3.2B +8,762,735 +51,250%
PFT
3525
Providence First Trust
Arizona
$223K -$1.08M -2,954 -84%
139 140
141
142 143