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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3101
Trilogy Capital
California
$244K +$177K +1,750 New
YWM
3102
Yukon Wealth Management
Kansas
$244K +$177K +1,750 New
AAM
3103
Azzad Asset Management
Virginia
$244K +$177K +1,747 New
PFA
3104
Plotkin Financial Advisors
Maryland
$243K +$176K +1,738 New
DWML
3105
Decker Wealth Management LLC
Tennessee
$243K +$176K +1,737 New
EPW
3106
Endeavor Private Wealth
Kansas
$242K +$176K +1,736 New
PPC
3107
Pennington Partners & Co
Maryland
$242K +$175K +1,735 New
SRCM
3108
Signature Resources Capital Management
California
$242K +$91.4K +904 +109%
PFA
3109
Pathway Financial Advisors
Vermont
$242K +$203K +2,012 New
MPCG
3110
Matrix Private Capital Group
New York
$242K +$175K +1,733 New
PB
3111
Prosperity Bancshares
Texas
$241K +$9.2K +91 +6%
AHB
3112
Abner Herrman & Brock
New Jersey
$241K +$175K +1,729 New
PHWA
3113
Petersen Hastings Wealth Advisors
Washington
$241K +$174K +1,724 New
BBA
3114
Braun-Bostich & Associates
Pennsylvania
$241K +$174K +1,723 New
OCFG
3115
O'Connor Financial Group
Illinois
$240K +$174K +1,721 New
VBFP
3116
Valtinson Bruner Financial Planning
Minnesota
$240K +$174K +1,721 New
KWA
3117
Kellett Wealth Advisors
Ohio
$240K +$174K +1,719 New
FI
3118
FIDELIS iM
Oregon
$240K +$174K +1,718 New
IPW
3119
Intergy Private Wealth
Colorado
$240K +$174K +1,717 New
PWM
3120
Pines Wealth Management
North Carolina
$239K +$173K +1,711 New
IDA
3121
Intelligence Driven Advisers
California
$239K +$173K +1,709 New
NPI
3122
New Perspectives Inc
Mississippi
$239K +$173K +1,709 New
LFS
3123
Lutz Financial Services
Nebraska
$238K +$173K +1,707 New
SI
3124
Sprott Inc
Ontario, Canada
$238K +$173K +1,707 New
AWC
3125
Adamsbrown Wealth Consultants
Kansas
$238K +$172K +1,705 New
123 124
125
126 127