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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
2901
Dominguez Wealth Management Solutions
Virginia
$303K +$220K +2,171 New
DWAM
2902
Duncan Williams Asset Management
Tennessee
$303K +$219K +2,170 New
GBFG
2903
Gerald Baker Financial Group
Texas
$302K +$219K +2,163 New
RIP
2904
RAM Investment Partners
Washington
$302K +$219K +2,162 New
OCM
2905
One Capital Management
California
$302K – – –
SSW
2906
Smith Shellnut Wilson
Mississippi
$302K -$393K -3,886 -64%
TP
2907
Thayer Partners
Pennsylvania
$302K +$218K +2,160 New
TI
2908
Truepoint Inc
Ohio
$302K +$218K +2,160 New
TAWM
2909
Three Arch Wealth Management
California
$301K +$218K +2,157 New
EP
2910
E6 Portfolios
Utah
$301K +$218K +2,155 New
RRWA
2911
Rainey & Randall Wealth Advisors
Florida
$301K -$339K -3,352 -61%
WFP
2912
Welch Financial Planning
Colorado
$300K +$218K +2,152 New
PHIC
2913
Pine Haven Investment Counsel
Massachusetts
$300K +$217K +2,150 New
FDDB
2914
Fidelity D&D Bancorp
Pennsylvania
$300K +$217K +2,149 New
VR
2915
Vision Retirement
New Jersey
$300K +$8.7K +86 +4%
RWM
2916
Rockline Wealth Management
New York
$299K +$216K +2,139 New
WA
2917
Winter & Associates
Minnesota
$298K +$216K +2,137 New
RIG
2918
Ramiah Investment Group
Wisconsin
$298K +$216K +2,134 New
MFGM
2919
Marshall Financial Group (Maryland)
Maryland
$297K +$215K +2,131 New
ZS
2920
Zenith Solutions
Pennsylvania
$297K +$215K +2,125 New
TPW
2921
Tiller Private Wealth
Pennsylvania
$296K +$215K +2,123 New
SWA
2922
Strategies Wealth Advisors
Michigan
$296K +$214K +2,120 New
SAFS
2923
S&A Financial Services
Kansas
$296K +$214K +2,120 New
SCA
2924
Southern Capital Advisors
Tennessee
$296K +$214K +2,120 New
CWM
2925
Castle Wealth Management
Florida
$296K +$214K +2,120 New
115 116
117
118 119