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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
3201
Violich Capital Management
California
$223K +$162K +1,600 New
LWMI
3202
Legacy Wealth Management (Idaho)
Idaho
$223K +$7.58K +75 +5%
SSWM
3203
Strait & Sound Wealth Management
California
$223K +$161K +1,596 New
FPN
3204
Financial Planning Navigators
Minnesota
$223K +$161K +1,596 New
FF
3205
Financial Futures
New Jersey
$222K +$161K +1,593 New
DAC
3206
Dutch Asset Corp
New York
$222K +$161K +1,591 New
5SA
3207
5th Street Advisors
Connecticut
$222K +$161K +1,591 New
SPWM
3208
Smith Partners Wealth Management
North Carolina
$222K +$161K +1,590 New
FA
3209
Faithward Advisors
Pennsylvania
$221K +$160K +1,586 New
CPWM
3210
Cypress Point Wealth Management
Texas
$221K +$160K +1,585 New
KA
3211
Kure Advisory
Minnesota
$221K +$160K +1,583 New
SSWM
3212
Sheets Smith Wealth Management
North Carolina
$221K +$160K +1,582 New
TPW
3213
TL Private Wealth
Texas
$221K +$202K +2,000 New
CWA
3214
Clarus Wealth Advisors
Arizona
$221K +$202K +2,002 New
BAM
3215
Blueshift Asset Management
New Jersey
$221K -$612K -6,052 -79%
PWP
3216
Perfromance Wealth Partners
Illinois
$221K +$160K +1,579 New
W
3217
WorthPointe
California
$220K +$160K +1,578 New
MFS
3218
McNamara Financial Services
Massachusetts
$220K +$159K +1,576 New
BC
3219
Bayforest Capital
United Kingdom
$220K -$254K -2,507 -61%
AGA
3220
Arch Global Advisors
New York
$219K +$159K +1,570 New
SF
3221
Seros Financial
Arizona
$219K +$159K +1,569 New
VCM
3222
Verde Capital Management
Michigan
$219K +$159K +1,568 New
FWP
3223
Firethorn Wealth Partners
Georgia
$218K +$158K +1,564 New
HSG
3224
Helen Stephens Group
Texas
$218K +$158K +1,562 New
MFG
3225
Mission Financial Group
Nevada
$218K +$158K +1,560 New
127 128
129
130 131