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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3751
Postrock Partners
Oregon
$245K – – –
JAA
3752
Joel Adams & Associates
North Carolina
$245K – – –
AC
3753
AWM Capital
Arizona
$245K -$23.8K -65 -8%
CA
3754
Cortland Associates
Missouri
$244K +$733 +2 +0.3%
LI
3755
Lafayette Investments
Maryland
$244K +$366 +1 +0.1%
BF
3756
Baring Financial
Washington
$244K +$52K +142 +25%
EFL
3757
ERn Financial LLC
Wisconsin
$244K -$6.59K -18 -2%
FWM
3758
FMB Wealth Management
California
$243K -$1.1K -3 -0.4%
CW
3759
Code Waechter
Florida
$243K – – –
EFP
3760
Elser Financial Planning
Indiana
$242K -$6.23K -17 -2%
CWM
3761
C2C Wealth Management
Arizona
$242K -$55.3K -151 -18%
AWA
3762
A4 Wealth Advisors
North Carolina
$242K -$44.3K -121 -15%
NHFG
3763
New Harbor Financial Group
Massachusetts
$242K -$109K -297 -30%
IAG
3764
Investment Advisory Group
Massachusetts
$242K -$94.9K -259 -27%
GA
3765
Gordian Advisors
Arizona
$242K – – –
MWM
3766
MBE Wealth Management
Wisconsin
$242K -$2.56K -7 -1%
BS
3767
Brighton Securities
New York
$241K -$18.7K -51 -7%
1CP
3768
17 Capital Partners
Arizona
$241K -$37.7K -103 -13%
CD
3769
Capital Developers
North Carolina
$241K +$257K +701 New
CF
3770
Clarity Financial
Texas
$240K -$66.3K -181 -21%
CLIP
3771
Colter Lewis Investment Partners
Connecticut
$239K +$255K +696 New
BHPW
3772
Box Hill Private Wealth
Arizona
$239K +$255K +696 New
TPWM
3773
Twelve Points Wealth Management
Massachusetts
$239K – – –
WG
3774
Watchman Group
Texas
$239K -$44K -120 -15%
HP
3775
Hilltop Partners
Indiana
$239K +$12.5K +34 +5%
149 150
151
152 153