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Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
3501
McElhenny Sheffield Capital Management
Texas
$233K -$17.5K -48 -8%
CF
3502
Convergence Financial
Missouri
$233K -$8.75K -24 -4%
SRA
3503
Secured Retirement Advisors
Minnesota
$232K +$209K +573 New
PCM
3504
Presidio Capital Management
California
$232K +$209K +573 New
VW
3505
Vance Wealth
California
$232K +$209K +573 New
IW
3506
Instrumental Wealth
Florida
$232K +$204K +558 New
SA
3507
SRH Advisors
Kansas
$231K +$365 +1 +0.2%
WFS
3508
Walker Financial Services
Kentucky
$231K +$208K +570 New
AW
3509
Avion Wealth
Texas
$231K +$21.5K +59 +12%
BWP
3510
Bernardo Wealth Planning
Pennsylvania
$231K +$203K +557 New
JTWM
3511
Jackson Thornton Wealth Management
Alabama
$230K +$208K +569 New
PWM
3512
Prosperity Wealth Management
California
$230K +$208K +569 New
PFA
3513
Petra Financial Advisors
Colorado
$230K +$207K +568 New
AFP
3514
Alpha Financial Partners
Kentucky
$229K -$365K -1,000 -64%
EFG
3515
Ehrlich Financial Group
California
$229K -$36.1K -99 -15%
KAM
3516
Knightsbridge Asset Management
California
$229K +$206K +566 New
HIS
3517
Harvest Investment Services
Illinois
$229K +$206K +564 New
PWM
3518
Proathlete Wealth Management
Florida
$228K +$205K +563 New
AA
3519
ACT Advisors
North Carolina
$228K +$206K +564 New
CCM
3520
Conway Capital Management
California
$227K +$205K +561 New
DDPIC
3521
Deroy & Devereaux Private Investment Counsel
Michigan
$227K +$204K +560 New
RPA
3522
Rock Point Advisors
Vermont
$227K +$204K +560 New
AWM
3523
Abound Wealth Management
Tennessee
$227K +$729 +2 +0.4%
HA
3524
HFG Advisors
Ohio
$227K +$204K +559 New
THCM
3525
Taylor Hoffman Capital Management
Virginia
$226K +$210K +575 New
139 140
141
142 143