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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
3201
Arch Global Advisors
New York
$219K +$159K +1,570 New
SF
3202
Seros Financial
Arizona
$219K +$159K +1,569 New
VCM
3203
Verde Capital Management
Michigan
$219K +$159K +1,568 New
FWP
3204
Firethorn Wealth Partners
Georgia
$218K +$158K +1,564 New
HSG
3205
Helen Stephens Group
Texas
$218K +$158K +1,562 New
MFG
3206
Mission Financial Group
Nevada
$218K +$158K +1,560 New
IIM
3207
Ironwood Investment Management
Massachusetts
$218K -$543K -5,371 -77%
EFL
3208
ERn Financial LLC
Wisconsin
$218K +$158K +1,558 New
WPA
3209
West Paces Advisors
Georgia
$218K +$158K +1,558 New
WFA
3210
West Financial Advisors
Iowa
$217K – – –
JF
3211
Joule Financial
Kentucky
$217K +$157K +1,556 New
IW
3212
Instrumental Wealth
Florida
$217K +$157K +1,555 New
IIA
3213
ICW Investment Advisors
Arizona
$217K +$157K +1,552 New
JGCM
3214
Joseph Group Capital Management
Ohio
$217K +$57.4K +568 +58%
KFG
3215
Kelly Financial Group
Connecticut
$216K +$157K +1,556 New
WDL
3216
Well Done LLC
Michigan
$216K +$156K +1,546 New
PWM
3217
Puff Wealth Management
New Jersey
$215K +$156K +1,541 New
CWI
3218
Conscious Wealth Investments
Florida
$215K +$206K +2,036 New
GWAM
3219
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K +$155K +1,535 New
MAWAG
3220
Mid-American Wealth Advisory Group
Missouri
$214K +$155K +1,535 New
HCP
3221
Hardin Capital Partners
South Carolina
$214K +$154K +1,526 New
GFG
3222
GR Financial Group
Arizona
$214K +$155K +1,530 New
RWM
3223
Riverbend Wealth Management
South Carolina
$213K +$155K +1,529 New
PCM
3224
Prospera Capital Management
Arizona
$213K +$177K +1,746 New
RWM
3225
Ruedi Wealth Management
Illinois
$213K +$155K +1,528 New
127 128
129
130 131