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Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
3901
Agate Pass Investment Management
Washington
$204K – – –
EA
3902
Evergreen Advisors
Tennessee
$204K +$226K +620 New
TA
3903
TrueWealth Advisors
Alabama
$203K -$14.9K -41 -6%
PAS
3904
Parsonex Advisory Services
Colorado
$203K -$146K -401 -39%
PA
3905
Paragon Advisors
Texas
$203K – – –
CAWM
3906
Capital Advisors Wealth Management
Washington
$203K -$36.8K -101 -14%
PAG
3907
Paladin Advisory Group
Iowa
$203K – – –
SA
3908
Sunesis Advisors
Kansas
$203K +$224K +616 New
PPW
3909
Pasadena Private Wealth
California
$202K – – –
O3W
3910
Omni 360 Wealth
New Jersey
$202K – – –
OWM
3911
Orgel Wealth Management
Wisconsin
$202K -$49.2K -135 -18%
AWA
3912
A4 Wealth Advisors
North Carolina
$201K -$33.5K -92 -13%
RAS
3913
RPS Advisory Solutions
Kentucky
$201K -$9.11K -25 -4%
AFC
3914
Ares Financial Consulting
California
$201K +$111K +304 +100%
LWM
3915
Luminvest Wealth Management
Arizona
$200K – – –
BW
3916
Bravera Wealth
North Dakota
$200K +$71.8K +197 +48%
ITFISA
3917
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$197K -$401K -1,100 -65%
HIIFS
3918
Harel Insurance Investments & Financial Services
Israel
$197K +$191K +525 +700%
DCM
3919
Davis Capital Management
Florida
$197K +$364 +1 +0.2%
HPBT
3920
Hickory Point Bank & Trust
Illinois
$194K +$215K +590 New
BWM
3921
BKM Wealth Management
Wisconsin
$193K -$47.4K -130 -18%
FNWA
3922
Financial Network Wealth Advisors
Utah
$191K -$364 -1 -0.2%
SA
3923
SRH Advisors
Kansas
$188K -$1.82K -5 -0.9%
JEST
3924
JTC Employer Solutions Trustee
Jersey
$185K +$1.46K +4 +0.7%
FWA
3925
Flagship Wealth Advisors
Massachusetts
$185K -$112K -308 -38%
155 156
157
158 159