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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3301
Benedict Financial Advisors
Georgia
$217K +$195K +773 New
EW
3302
Expressive Wealth
Illinois
$217K +$195K +772 New
CL
3303
CVFG LLC
Indiana
$216K -$19.9K -79 -9%
CSI
3304
Clark & Stuart Inc
Maine
$216K +$193K +767 New
WFA
3305
West Financial Advisors
Iowa
$215K – – –
2L
3306
25 LLC
Missouri
$215K +$193K +766 New
MCP
3307
Miller Capital Partners
Michigan
$215K -$86.9K -345 -31%
MCM
3308
MidAtlantic Capital Management
Virginia
$215K +$192K +764 New
CWMS
3309
Cannon Wealth Management Services
North Carolina
$215K +$192K +763 New
SCM
3310
Spreng Capital Management
Ohio
$215K +$192K +763 New
MCM
3311
Mitchell Capital Management
Kansas
$214K -$2.51M -9,966 -93%
FWM
3312
FMA Wealth Management
Massachusetts
$214K +$192K +762 New
KFP
3313
Kerr Financial Planning
California
$214K +$1.01K +4 +0.5%
EGA
3314
Eagle Global Advisors
Texas
$214K +$191K +760 New
MAA
3315
Matrix Asset Advisors
New York
$212K +$190K +755 New
RA
3316
Riverstone Advisors
Texas
$212K +$190K +755 New
FLP
3317
Financial Life Planners
Arizona
$212K +$1.01K +4 +0.5%
CAM
3318
Concorde Asset Management
Michigan
$212K +$190K +753 New
SCP
3319
Sandhill Capital Partners
New York
$212K +$190K +753 New
DWM
3320
Denver Wealth Management
Colorado
$211K -$86.4K -343 -31%
SOAG
3321
Silver Oak Advisory Group
Oregon
$211K +$190K +753 New
CPW
3322
Crestmont Private Wealth
Texas
$211K +$189K +750 New
THCM
3323
Taylor Hoffman Capital Management
Virginia
$211K +$189K +749 New
RW
3324
Rede Wealth
Virginia
$210K +$188K +747 New
ABLA
3325
Alan B. Lancz & Associates
Ohio
$210K +$188K +746 New
131 132
133
134 135