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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3751
Postrock Partners
Oregon
$234K – – –
RWM
3752
RMG Wealth Management
Wisconsin
$234K -$19.7K -54 -7%
DF
3753
Daviman Financial
Indiana
$234K +$19.7K +54 +8%
JAA
3754
Joel Adams & Associates
North Carolina
$234K – – –
CA
3755
Cortland Associates
Missouri
$234K +$364 +1 +0.1%
FI
3756
FWG Investments
Kentucky
$234K +$27K +74 +12%
MWM
3757
Maridea Wealth Management
New York
$234K +$33.9K +93 +15%
FSBI
3758
Fearless Solutions (Best Invest)
Texas
$233K -$27.7K -76 -10%
EMC
3759
Everest Management Corp
California
$233K +$258K +709 New
PCMC
3760
Paragon Capital Management (Colorado)
Colorado
$233K -$13.8K -38 -5%
IWS
3761
Intentional Wealth Strategies
Colorado
$233K +$258K +708 New
AAS
3762
Asset Allocation Strategies
Michigan
$233K +$31.7K +87 +14%
HGWM
3763
Horst & Graben Wealth Management
Oregon
$232K +$4.74K +13 +2%
BDL
3764
Bey-Douglas LLC
Georgia
$232K -$28.4K -78 -10%
CF
3765
Clarity Financial
Texas
$232K +$2.19K +6 +0.9%
SCFS
3766
Stewardship Concepts Financial Services
Washington
$231K +$11.3K +31 +5%
NHFG
3767
New Harbor Financial Group
Massachusetts
$231K – – –
IWA
3768
Integrity Wealth Advisors
California
$231K +$24.1K +66 +10%
GA
3769
Gordian Advisors
Arizona
$231K +$364 +1 +0.1%
EFP
3770
Elser Financial Planning
Indiana
$231K +$5.83K +16 +2%
ES
3771
Eagle Strategies
New York
$231K +$9.11K +25 +4%
CD
3772
Capital Developers
North Carolina
$231K – – –
SIM
3773
Synergy Investment Management
Florida
$230K +$255K +701 New
GCM
3774
GKV Capital Management
California
$230K -$146K -400 -36%
LI
3775
Lafayette Investments
Maryland
$230K -$3.64K -10 -1%
149 150
151
152 153