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Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
3126
Signature Resources Capital Management
California
$242K +$91.4K +904 +109%
PFA
3127
Pathway Financial Advisors
Vermont
$242K +$203K +2,012 New
MPCG
3128
Matrix Private Capital Group
New York
$242K +$175K +1,733 New
PB
3129
Prosperity Bancshares
Texas
$241K +$9.2K +91 +6%
AHB
3130
Abner Herrman & Brock
New Jersey
$241K +$175K +1,729 New
PHWA
3131
Petersen Hastings Wealth Advisors
Washington
$241K +$174K +1,724 New
BBA
3132
Braun-Bostich & Associates
Pennsylvania
$241K +$174K +1,723 New
OCFG
3133
O'Connor Financial Group
Illinois
$240K +$174K +1,721 New
VBFP
3134
Valtinson Bruner Financial Planning
Minnesota
$240K +$174K +1,721 New
KWA
3135
Kellett Wealth Advisors
Ohio
$240K +$174K +1,719 New
FI
3136
FIDELIS iM
Oregon
$240K +$174K +1,718 New
IPW
3137
Intergy Private Wealth
Colorado
$240K +$174K +1,717 New
PWM
3138
Pines Wealth Management
North Carolina
$239K +$173K +1,711 New
IDA
3139
Intelligence Driven Advisers
California
$239K +$173K +1,709 New
NPI
3140
New Perspectives Inc
Mississippi
$239K +$173K +1,709 New
LFS
3141
Lutz Financial Services
Nebraska
$238K +$173K +1,707 New
SI
3142
Sprott Inc
Ontario, Canada
$238K +$173K +1,707 New
AWC
3143
Adamsbrown Wealth Consultants
Kansas
$238K +$172K +1,705 New
SWA
3144
Strata Wealth Advisors
Texas
$238K +$172K +1,705 New
VBA
3145
von Borstel & Associates
Oregon
$238K +$173K +1,710 New
NS
3146
Northland Securities
Minnesota
$237K +$172K +1,700 New
SFP
3147
Sterling Financial Planning
New Jersey
$237K +$172K +1,700 New
HR
3148
Hardy Reed
Mississippi
$237K +$172K +1,699 New
MGAM
3149
McGowan Group Asset Management
Texas
$237K +$172K +1,698 New
HOWA
3150
Heritage Oak Wealth Advisors
Florida
$237K +$172K +1,697 New
124 125
126
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