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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOK
3501
Trust Company of Kansas
Kansas
$320K -$142K -387 -29%
TFA
3502
Teamwork Financial Advisors
Texas
$318K -$116K -317 -26%
NJIM
3503
Nabity-Jensen Investment Management
Nebraska
$318K +$11K +30 +3%
MFC
3504
Morris Financial Concepts
South Carolina
$317K – – –
IWS
3505
Integrity Wealth Solutions
Colorado
$317K +$733 +2 +0.2%
LWPC
3506
Legacy Wealth Partners (Colorado)
Colorado
$317K +$337K +920 New
PSF
3507
Pacific Sun Financial
California
$316K -$20.9K -57 -6%
EPIMS
3508
Evelyn Partners Investment Management Services
$316K +$6.96K +19 +2%
OWCM
3509
One Wealth Capital Management
Arizona
$316K -$6.96K -19 -2%
FCG
3510
Fielder Capital Group
Tennessee
$316K -$75.1K -205 -18%
OIS
3511
Okabena Investment Services
Minnesota
$315K -$428K -1,169 -56%
WCM
3512
Warburton Capital Management
Oklahoma
$314K -$12.8K -35 -4%
SP
3513
Stablepoint Partners
Massachusetts
$313K -$18.3K -50 -5%
EL
3514
Essex LLC
Illinois
$313K +$26K +71 +8%
PCM
3515
Pointe Capital Management
Michigan
$313K +$28.9K +79 +10%
CP
3516
Capital Planning
Washington
$313K -$15.8K -43 -5%
PMA
3517
Prudent Man Advisors
Illinois
$312K -$1.47K -4 -0.4%
RIS
3518
Retirement Income Solutions
Michigan
$312K +$4.03K +11 +1%
NFG
3519
Northeast Financial Group
Pennsylvania
$312K -$183K -500 -36%
SEA
3520
Stegent Equity Advisors
Texas
$312K -$36.3K -99 -10%
WMA
3521
William Mack & Associates
Michigan
$312K -$7.33K -20 -2%
RMC
3522
Ring Mountain Capital
California
$312K -$27.5K -75 -8%
ODA
3523
One Degree Advisors
California
$312K -$20.5K -56 -6%
CWA
3524
Consilium Wealth Advisory
Texas
$312K – – –
CAM
3525
Concorde Asset Management
Michigan
$312K -$50.9K -139 -13%
139 140
141
142 143