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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
3226
Ironwood Investment Management
Massachusetts
$218K -$543K -5,371 -77%
EFL
3227
ERn Financial LLC
Wisconsin
$218K +$158K +1,558 New
WPA
3228
West Paces Advisors
Georgia
$218K +$158K +1,558 New
WFA
3229
West Financial Advisors
Iowa
$217K – – –
JF
3230
Joule Financial
Kentucky
$217K +$157K +1,556 New
IW
3231
Instrumental Wealth
Florida
$217K +$157K +1,555 New
IIA
3232
ICW Investment Advisors
Arizona
$217K +$157K +1,552 New
JGCM
3233
Joseph Group Capital Management
Ohio
$217K +$57.4K +568 +58%
KFG
3234
Kelly Financial Group
Connecticut
$216K +$157K +1,556 New
WDL
3235
Well Done LLC
Michigan
$216K +$156K +1,546 New
PWM
3236
Puff Wealth Management
New Jersey
$215K +$156K +1,541 New
CWI
3237
Conscious Wealth Investments
Florida
$215K +$206K +2,036 New
GWAM
3238
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K +$155K +1,535 New
MAWAG
3239
Mid-American Wealth Advisory Group
Missouri
$214K +$155K +1,535 New
HCP
3240
Hardin Capital Partners
South Carolina
$214K +$154K +1,526 New
GFG
3241
GR Financial Group
Arizona
$214K +$155K +1,530 New
RWM
3242
Riverbend Wealth Management
South Carolina
$213K +$155K +1,529 New
PCM
3243
Prospera Capital Management
Arizona
$213K +$177K +1,746 New
RWM
3244
Ruedi Wealth Management
Illinois
$213K +$155K +1,528 New
CIP
3245
Castlefield Investment Partners
$213K -$888K -8,780 -85%
MSG
3246
Main Street Group
Virginia
$213K -$149K -1,470 -49%
KOMWMG
3247
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K +$154K +1,524 New
EWM
3248
Elmwood Wealth Management
California
$213K +$154K +1,523 New
BWP
3249
BlueStem Wealth Partners
Minnesota
$212K +$154K +1,521 New
LI
3250
Lafayette Investments
Maryland
$211K +$153K +1,514 New
128 129
130
131 132